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Home » Topics » Financial

Financial
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Sports Drinks: Gatorade Restage Shows Early Signs of Success

Sports Drink Category at Retail Grows in Q1 as Volume, Dollars Rise [Green Sheet]
June 17, 2026
The US sports drink category grew at retail in the first quarter of 2026, with volume up +5.4% and dollar sales up +6.2%, according to BD data. PepsiCo portfolio grew volume at...
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Soda Wars: Coca-Cola Held CSD Lead in 36 of 41 Major U.S. Markets in 2025

Trademark Dr Pepper Gained Share in 39 of 41 metros, Topping Pepsi in 11
June 17, 2026

Coca-Cola's US carbonated soft drink portfolio held the leading retail volume share last year in 36 of 41 metro markets tracked by BD. The data includes all major retail channels and does not include the fountain channel. Coke’s CSD portfolio made its largest gain in...


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Sustainability: Arizona Bottler Nackard Pepsi Gets Creative With Customer Recycling Solution

Beyond Environment, Program Now a Competitive Advantage, Bottler Says
June 17, 2026

Nackard Pepsi, the Flagstaff-based beverage distributor that has served Northern Arizona for more than 80 years and three generations, has turned its empty return truck trips from the Grand Canyon into a recycling operation now serving roughly 40 customers across the region. The program has become a competitive advantage with accounts that have no other recycling option, particularly on the..


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Briefs: Sparkling Water Q1 Results [Green Sheet]. NY EPR Fails. UPF Definition Nears. Wembanyama Disses Soda. LMNT Sues Over Lead Claim. Coke Bottle Makes 250 Time Capsule.

June 17, 2026
A collection of recent developments from around the industry to keep you up to speed...
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Briefs: Montana SNAP Soda Ban. Private Label Stalls. RBC's 10 Key Themes for CPG. KDP Trend Report. Goldman, Douglas Reunite Over Tea

June 4, 2026
A collection of recent developments from around the industry to keep you up to speed...
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Inside PepsiCo's 13-oz PET Affordability Strategy

Resealable C-store Bottle Launched for Pepsi, Dew in Select Markets
June 4, 2026

PepsiCo is betting on a new 13-oz PET bottle priced below $2 to reach consumers who are walking past the cold vault to better afford higher prices for gas and groceries. The company is rolling out the smaller bottle across five of its biggest sparkling brands. We dive deep in a Q&A with PepsiCo's US Sparkling Chief JP Bittencourt.


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U.S. Beverage Bottlers React to ‘Perfect Storm’ of Cost Pressures

Rising Aluminum and Fuel Expenses Squeeze Distributor Margins
May 15, 2026

Rising fuel and aluminum prices against the uncertainty of a war in Iran and the highest annual inflation rate since May 2023 have caused increasing angst among US beverage bottlers and distributors. BD informally surveyed executives across the Coca-Cola, PepsiCo, Keurig Dr Pepper, and independent beverage distribution systems during the past week to find out what cost and profit margin pressures they face now, and what additional pressure they expect. The bottlers also discussed concerns about the revenue side of their P&Ls as consumers look for ways to better afford high grocery and gas prices. During the first-quarter earnings cycle in recent weeks, Coke, PepsiCo, Keurig Dr Pepper, Celsius Holdings, and Monster Beverage all addressed current and anticipated commodity inflation pressure this year, while adding that the costs are mostly manageable so far. “We expect beverage companies will feel margin pressure in 2026, with likely pricing actions in 2027,” RBC Capital Markets Beverage Analyst Nik Modi wrote in a May 7 research note, citing higher costs for aluminum and fuel. Much of the pressure is falling on distributors who own and fuel the trucks that move beverages and buy the aluminum cans that drinks are packaged in. One bottler called it a “perfect storm” of cost pressures. The following is a summary of responses and key themes that emerged from more than a dozen discussions:


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Stocks: Coke, Monster Gains Beat Broader Market Through Q1 Earnings

PepsiCo, KDP Stocks Rise. Celsius Slides On Margin Concern
May 15, 2026

Most beverage and retail stocks tracked by BD have outperformed the broader market this year through May 11. The S&P 500 gained +8.3%, while the Consumer Staples Index rose +9.0%. The majority of beverage companies in BD's tracking universe outpaced both benchmarks. All share price results in this story are year-to-date through May 11.

MAJOR BEVERAGE COMPANIES. Coca-Cola shares gained...


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People: Poppi. Nutrabolt. Coke. Surgeon General. Yerba Madre

May 15, 2026
The latest industry executive moves to keep you in the know...
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Briefs: Keurig Dr Pepper. PepsiCo Q1 results. C-Store Traffic. Energy Shelf Gains. Japan Vending. Aluminum Tariffs. EPS Targets Microplastics. Fever-Tree Campaign. Guru-PepsiCo Lawsuits. RFK Jr Pod. Trump Trolls Oz

April 23, 2026
A collection of recent developments from around the industry to keep you up to speed...
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Latest News

  • Sports Drinks: Gatorade Restage Shows Early Signs of Success

  • Soda Wars: Coca-Cola Held CSD Lead in 36 of 41 Major U.S. Markets in 2025

  • Crush-Cover.jpg

    Sustainability: Arizona Bottler Nackard Pepsi Gets Creative With Customer Recycling Solution

  • Briefs: Montana SNAP Soda Ban. Private Label Stalls. RBC's 10 Key Themes for CPG. KDP Trend Report. Goldman, Douglas Reunite Over Tea

  • Coca-Cola Flagship Gains Ground in Q1 After Tough 2025 [Green Sheet]

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