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Home » Topics » Financial

Financial
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Blue Cloud Distribution GM Says, ‘We’re in This for the Long Haul.’

Unit Now Holds Permits in 31 States
September 22, 2022

BD spoke with Blue Cloud General Manager Emiliano Di Vincenzo to seek additional clarity and to update progress with both Hard Mtn Dew and Blue Cloud. Hard Mtn Dew distributor Blue Cloud Distribution, set up last year by PepsiCo, is currently delivering products in nine states, according to the company. Blue Cloud Distribution also has secured federal alcohol wholesale permits in...


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Non-Carbonated Beverage Results 1H 2022: Pricing Gains Continued

BodyArmor Deceleration Worsened. BlueTriton Portfolio Grows
September 7, 2022

Pricing growth remained elevated through the first half of this year at US retail for non-carbonated beverage categories tracked by BD. As shown in the table, that led to dollar sales growth even as volume declined for all tracked categories except plain bottled water. Pricing growth for the first half of the year for all categories except sports drinks...


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Celsius CEO Sees Cold Drink, Foodservice, C-Store Upside With PepsiCo as Partner

John Fieldly Breaks Down PepsiCo Distribution Deal.
September 7, 2022

When John Fieldly stepped into Celsius as CFO in 2012, things weren’t going well. He recalls being kicked out of Costco, which was responsible for about 60% of sales. The same thing happened at retailers including Walgreens, CVS, and Harris Teeter. The velocities just weren’t there for what was then a “negative calorie drink” that promised...


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Retail Review: US Soft Drinks

Carbonated Soft Drink Pricing Jumped Almost +15% in 1H 2022
August 18, 2022

Carbonated soft drink (CSD) pricing at US retail for the first six months of 2022 jumped more than +13.0%, and that was before pricing increases that were added this month by...


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Market Spills Plenty of Red For Beverage and Retail Stocks

Starbucks, Primo, Amazon, Target Face Long Climb Back. Coke, Kroger Gain
August 2, 2022

The stock market was not kind during the first half of this year to most US-traded beverage and retail companies tracked by BD. As shown in the table, Starbucks...


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Coca-Cola Boosts Revenue Outlook Even as Execs Look Over Their Shoulders

What We Learned in Q2: BodyArmor Slide, Alcohol, Costa Coffee Robots
August 2, 2022

Coca-Cola raised its full year guidance this week in a sign that the company’s leadership is confident in its ability to navigate volatile input costs, consumer headwinds spurred by inflation, and the looming ...


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Store Brand Soft Drinks Show Signs of Life as Inflation Persists

Meanwhile, Pepsi Faces Turbulence in Latest Soda Results at Retail
August 2, 2022
As consumers face unprecedented 40-year-high price inflation for everything from gas to groceries, beverage industry watchers have kept their eyes on an important canary in the coal mine for branded drinks – growth in private label offerings. When consumers’ bank accounts are pressured, they look to lower-priced store brands to stretch the grocery budget. This year had been different, as shoppers for many...
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PepsiCo System to Distribute Fitness Energy Brand Celsius as Bang Transitions Out

Deal Gives PepsiCo Equivalent of 8.5% Stake in Celsius For $550M
August 2, 2022

PepsiCo will begin transitioning fast-growing fitness energy drink brand Celsius into its US bottling network during the fourth quarter, according to a PepsiCo letter to bottlers yesterday. PepsiCo had announced...


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Keurig Dr Pepper’s Gamgort Focuses on M&A Talks as Bid-Ask Spread Narrows

Says $5B in Cash to Be Trained on Targets That Promise ‘Long-Term Profit’
August 2, 2022

A day before transitioning to executive chairman on July 29, Keurig Dr Pepper Chairman and CEO Bob Gamgort updated investors on his upcoming M&A focus as he hands the ...


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As Inflation Rages, C-Store Behavior Stable, PepsiCo Says

Store Ad Review: July 4 Promos Strike Balance for Strapped Consumers
July 15, 2022

US Inflation surged by +9.1% during the 12 months ending in June, according to newly released Bureau of Labor Statistics. That’s the largest year-over-year spike in the consumer price index in more than four...


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