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Home » Topics » Financial

Financial
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Influencer-Driven Sports Drink Challenger Prime Bursts Onto Retail Scene, Grabs Share

Gatorade, BodyArmor Pressured
May 26, 2023

Prime, the sports drink challenger incubated by Congo Brands and co-founded last year by social media influencers Logan Paul and KSI, has bounded its way into a US sports drink category dominated by PepsiCo and Coca-Cola. As shown in the Green Sheet with this story... Tables included:

U.S. Non-Carbs at Retail by Category: Q1 2023 (Volume, Dollars, Pricing)

GREEN SHEETS included: Non-Carbonated Beverages: Q1 2023


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Opening Thoughts: May 26, 2023

May 26, 2023

A year ago, I wrote that US beverage bottlers saw no “competitive stupid” retail soft drink pricing, as one person put it, during the Memorial Day weekend. This year, a quick informal survey of supermarket circulars across the country finds the same rational promotional landscape, even as pricing remains elevated.

Consumers can grab 12-packs of...


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PepsiCo to Launch Gatorade, Propel Beverage Tablets

Gatorade President Looks to Take Charge of $2.5B Enhancer Market
May 10, 2023

PepsiCo’s Gatorade and Propel brands are diving into the beverage tablet segment made popular in recent years by Nestle-owned Nuun. Starting in June, the brands will offer dissolvable tablets in plastic tubes of ten that will go head-to-head with Nuun, which offers similarly-packaged functional tablets for everything from sport hydration and immunity to...


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New Platform Said to Give Bottlers Direct Access to Realtime Customer Data

Mobi Platform, Piloted With Reyes Coca-Cola, Now Broadly Available
May 10, 2023

An entrepreneur with experience in foodservice, consumer packaged goods distribution, and technology has collaborated with Reyes Coca-Cola Bottling on a new digital platform to enable brand owners to capture realtime sales data directly from customers. Such a system would be especially useful when it comes to non-chain or independent stores and restaurants that fall outside the...


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Pricing Coke and Pepsi in a Post-Pandemic World

Full Transcript of The Breeze, Episode 4
April 13, 2023

The following is transcript of Beverage Digest's podcast, The Breeze, Episode 4. Duane Stanford invites beverage industry expert (and former Beverage Digest publisher) John Sicher to discuss soda pricing power.

Today we chat with long-time industry expert and former Beverage Digest publisher John Sicher to discuss soda pricing power. The carbonated soft drink category is a significant value driver in the ready-to-drink refreshment beverage market. Products like Coca-Cola, Pepsi, and Dr Pepper are important to retailers in generating store traffic and contributing to overall profitability. We explore how the recent surprising period of pricing growth in the category has evolved and whether this trend will continue in 2023 and beyond.
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Speculation Ended: PepsiCo’s Blue Cloud Not Acquiring Corwin’s Beer Business

Plus, Blue Cloud Now Permitted by TTB in 40 States (Map)
April 6, 2023

PepsiCo’s Blue Cloud alcohol distribution subsidiary will not acquire Corwin Beverage’s beer distribution business in southwest Washington state, Corwin CEO Keith Richards confirmed to BD. PepsiCo’s recent agreement to buy back Corwin’s Washington-based Pepsi franchise (see Territory Changes & Deals) sparked speculation as to whether PepsiCo would acquire Corwin’s beer business to distribute Hard Mtn Dew and perhaps...


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U.S. Carbonated Soft Drinks Extract Value in 2022

CSD Pricing, Dollars Jump. Volume Posts Modest -1.9% Decline
March 2, 2023
Sports Drinks

LRB Share is Key Metric for PepsiCo Beverages North America, PepsiCo CEO Says.

Private Label Results. Top-10 Brand Performance. Dew Lags in C-Stores.


The US carbonated soft drink category at retail generated pricing growth of almost +15% in 2022, according to new BD data. Volume declined a modest -1.9% as most CSD makers found success extracting latent value from their brands and offsetting across-the-board cost inflation. As shown in the table...


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Coke and Pepsi Bottlers Look Ahead: See Return to Single-Digit Pricing Increases

Little Increase in Retailer Pressure Over Pricing. Promotions Remain Strategic.
March 2, 2023

Input Costs Still Elevated, Tracking Inflation. Volatility Expected.

Independent Coca-Cola and PepsiCo bottlers generally anticipate average annual retail carbonated soft drink pricing growth of between +3.0% and +6.0% during the next five years, an informal BD survey found. US CSD pricing at retail in 2022 reached almost +15.0%. Some bottlers said pricing growth will likely trend in the +7.0% to +9.0% range. Outliers predicted...


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Briefs: March 2, 2023

March 2, 2023
A collection of recent developments from around the industry to keep you up to speed...
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BodyArmor Looks to Double Awareness, Become Household Brand, CMO Says

March Brings Investment Growth for Coke’s Sports Drink Brands, He Says
March 2, 2023

Bodyarmor-Powerade a ‘One-Two Punch’ Vs Gatorade With Two-Tier Pricing

BodyArmor leaders will look to double the brand’s awareness and make it a household name now that they have completed an integration with Coca-Cola’s Powerade, BodyArmor Sports Nutrition CMO Matt Dzamba told BD in an exclusive interview. “We can't just be a brand that athletes of the Nth degree understand,” he said of BodyArmor. “So we're widening the aperture and speaking to a broader audience, like gatekeepers and active adults.” He also said...


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