How Should Executives, Investors, and Government Officials Respond?
In a new report called “The Great Recalibration: Forces of Exponential Change,” researchers at RBC Capital Markets including beverages analyst Nik Modi defined five new...
KDP Eases Investor Concern Over Coffee Deal and Plans to Split Company
November 5, 2025
The third quarter earnings season brought a series of critical progress reports from Keurig Dr Pepper, PepsiCo, Coca-Cola at a time of global consumer volatility. The period also comes as KDP prepares for a massive strategic change and PepsiCo faces activist investor pressure. The following are key takeaways from the companies’ reports...
During today’s third-quarter investor conference call with Wall Street analysts, PepsiCo Chairman and CEO Ramon Laguarta addressed pressure from activist investor Elliott Investment Management for PepsiCo to refranchise the company’s North American beverage bottling and distribution system. “We’re going..
Strategy Built On Attractive Entry Price, Flavor Exploration, Exec Says
October 8, 2025
Sixteen years ago this month, Coca-Cola launched the 7.5-oz mini can as a “great option for smaller thirst occasions, and for calorie-conscious consumers,” the company said at the time. Launched then in eight-packs, the mini can has since expanded to 6-packs, 10-packs, 24-packs, and even 30-packs, becoming a key format in US retail channels like...
Jefferies Consumer Survey Finds Affordability Pressure Stronger Than Desire to Cutback
September 17, 2025
Bernstein Report Concludes Mixed Bag of Cyclical and Structural Concerns at Play
In a new report, beverage analysts at Jefferies conclude alcohol moderation among US consumers has less to do with changing habits than with changing wallets. In a survey of ...