Financial

Coke Bottlers Outperform Market in 1H. Monster Shares Fall

July 15, 2021

Coca-Cola Consolidated and Coca-Cola European Partners were the only two beverage stocks tracked by BD that outperformed the broader market during the first half of this year. Coke Consolidated jumped by...

Global Perspective: China Volume Strong For KO, PEP in Q1

Brazil Weakens

June 7, 2021

China contributed strong volume growth for both Coca-Cola and PepsiCo during the first quarter of this year. Coke posted...

Non-Carbs At Retail: Sports Drinks Soar in Q1

BodyArmor, Gatorade Zero Boost Dollar Share

June 7, 2021

BodyArmor and Gatorade Zero drove sports drink category sales gains at US retail during the first quarter. Dollar sales for the category grew...

Soft Drinks At Retail: Q1 Volume, Dollars Rose as KDP Led Pandemic-Fueled Gains

Green Sheet Details Corporate, Top-10 Brand Performance

June 7, 2021

Consumers continued to turn to carbonated soft drinks at US groceries and convenience stores during the first quarter of this year as many restaurants, workplaces, and foodservice venues remained closed or under limited use following the worst of the Covid-19 pandemic. At US retail, carbonated soft drink (CSD) volume...

Annual Industry Report: 2020 US Volume and Value Analysis

June 2, 2021

Annually, BD publishes estimated volume and value sales data for the US liquid refreshment beverages (LRB) market, as well as categories including carbonated soft drinks (CSD), and energy drinks. The data included in this special issue estimates beverage consumption for all measured and unmeasured channels, including packaged retail, fountain, and vending. This report focuses on single-serve, direct-store- delivered (DSD) beverages. The fountain channel includes everything from restaurants, such as McDonald’s and Taco Bell, to sports venues.

Recovery Snapshot: Carbonated Soft Drink Sales Versus Pre-Pandemic 2019

Plus: IRI Sees Return To Parity Between At-Home And Away-From Home Food Sales

April 30, 2021

Plus: IRI Sees Return To Parity Between At-Home And Away-From Home Food Sales. Late in the first quarter of this year, US soft drink retail sales begin to cycle the impact of pandemic-related pantry loading last year. To get a baseline understanding of the extent to which elevated retail sales are sticking now that pandemic lockdowns are easing, BD compared data from the first quarter of 2021 to the first quarter of 2019 (instead of 2020).

Keurig Dr Pepper 1Q Results Add to Optimism for Beverage Sector

CFO Expects Sales Growth Momentum to Offset Higher Costs For Now

April 30, 2021

CFO Expects Sales Growth Momentum to Offset Higher Costs For Now. Marketing Spend on the Rise, CEO Says. Also, ‘Happy” With Polar Seltzer Velocity. Yesterday, Keurig Dr Pepper reported first quarter organic revenue growth of +11%, which follows +6.4% growth in the fourth quarter of last year. Here's what else we learned...

Stock Watch: National Beverage Surge Continues as KO, PEP Fall

Walmart, Costco Decline as Target, Kroger Outperform YTD 2021

April 30, 2021

Walmart, Costco Decline as Target, Kroger Outperform YTD 2021. Pandemic-related uncertainty this year has weighed on beverage stocks tracked by BD through the close of trading on April 27. Most, including...

Progress in Away-From-Home Consumption Key for Coke, PepsiCo

Companies Confident in Pricing Strength Amid Commodity Inflation

April 20, 2021

Progress in Away-From-Home Consumption Key for Coke, PepsiCo Companies Confident in Pricing Strength Amid Commodity Inflation. On April 15, PepsiCo reported first-quarter earnings results, followed by Coca-Cola yesterday. Both reports were complicated in various ways by the lapping of pandemic pantry loading last year. The companies are now...

Sales Data Show Beverage Industry in US Steady Under Tough Comparisons

April 20, 2021

Higher pricing has helped beverage makers offset volume declines against unusually high comparisons generated by last year’s pandemic-driven consumer stock up. US all- channel retail data...