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Home » Topics » Financial

Financial
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Chobani's La Colombe, Coke's Fairlife to Add Capacity in Michigan [Green Sheets]

Protein Shake Category Soars as RTD Coffee, Tea Categories Slide in 2025
March 25, 2026
The ready-to-drink protein shake category posted double-digit growth US retail for 2025, while ready-to-drink coffee and tea declined. As shown in the Green Sheet with this newsletter, the protein...
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Coke, Pepsi, Dr Pepper Bottlers Could Face Higher Fuel Costs Spurred by Iran Conflict

Will Fuel Price Hikes Outrun Hedges?
March 25, 2026

The average price of highway diesel fuel in the US has jumped up by $1.48 per gallon since March 2, which was two days after the US and Isreal began bombing Iran. That’s a 38% increase as of March 24, according to the latest data from the US Energy Information Administration. Regular gas of all types on average rose by 95 cents per gallon, for a +31% increase. That leaves Coke, Pepsi, and Dr Pepper bottlers...


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Territory Changes and Deals: Fundraises for Throne, Just Ice Tea. Poppi U.K. Nixie Adds Big Geyser, Odom. And More

March 5, 2026
Collection of key deals from around the industry so you don't miss a beat...
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Topo Chico Temporarily Shuts Down Mineral Water Wells at Mexico Source

Coke Suspends Orders to Bottlers and Retailers Until June Earliest
March 5, 2026

Coca-Cola bottlers on the West Coast and in the Southwest US are among the worst impacted by a temporary pause on Topo Chico Mineral Water supplies, according to BD sources. In a Feb. 17 letter to bottlers...


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Former Bud Light Marketer Seeks Phoenix Moment With PHX Hydration Energy: Q&A

Can Beer Playbook Used By Bang, Celsius Work Again in Competitive Category?
March 5, 2026

Daniel Blake knows a little something about rising again. Three years ago, he took a leave of absence from Anheuser-Busch InBev after the conservative backlash against a Bud Light brand partnership with transgender influencer Dylan Mulvaney. Blake oversaw the marketer primarily responsible for the campaign. Many Bud Light distributors were angered as well as they lost almost a third of their sales during the controversy, after consumers boycotted the beer. Blake and his subordinate eventually left the company. Today, Blake is eight months into the US launch of his energy drink brand, PHX Hydration Energy. "I believe things happen for a reason," he said of the end of his Anheuser-Busch career. "And it's not the event itself that defines you — it's your response." Blake is founder and GM of One 11 Brands, which markets PHX (pronounced Phoenix). Following a three-market roll-out last year, PHX is expanding to 14 states this quarter. Blake has enlisted Barstool Sports Founder Dave Portnoy, a media personality and influencer known for pushing back against political correctness. Blake entered a US energy drink market dominated by three powerful competitors — Monster Beverage, Red Bull, and Celsius Holdings. Even more daunting, PHX is one of many challengers looking to carve out space in a crowded but growing category. US energy drink volume grew almost +10% at retail last year as dollar sales jumped +12%, as shown in the Green Sheet with this story. What Blake has going for him is distribution within the very Budweiser beer network that was at the center of his exit from AB InBev. Bud distributors have a track record of helping to build fast-growing energy drink brands such as Monster, Celsius, Alani Nu, Bang, and Ghost that would eventually leave for distribution partnerships or transactions with Coca-Cola, PepsiCo, and Keurig Dr Pepper. Those beer networks are now eager to replace the lost brands. In a recent interview — which has been condensed and edited for clarity — BD's Duane Stanford started by asking Blake how he plans to differentiate PHX?


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Coke's BodyArmor/Powerade Unit Folding into Advanced Hydration Unit

Company Takes Second BodyArmor Impairment Charge on 2021 Acquisition
February 17, 2026

Coke Execs See Progress in BodyArmor-Powerade ‘Dual Strategy’

2025 Sports Drink Category and Brand Performance at US Retail: Green Sheet

Coca-Cola is folding its BodyArmor Sports Nutrition unit, which includes Powerade, into a new Advanced Hydration unit to encompass Vitaminwater and Smartwater, as BD first reported in a Feb. 5 email news alert. BodyArmor and Powerade have operated...


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Briefs: Coke's Braun Sets Agenda. C-Store Traffic Decline. Texas Warning Labels Stopped. FDA Eases Color Regs. And More

February 17, 2026
A collection of recent developments from around the industry to keep you up to speed...
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Elliott’s PepsiCo Investment Pays Despite Refranchising Snub

PepsiCo CEO Sticks to Script on ‘Small’ Refranchising Deals
February 17, 2026

2025 CSD Category and Brand Performance at US Retail: Green Sheet

PepsiCo’s share price has grown almost +12% since activist firm Elliott Investment Management disclosed a $4 billion stake in ...


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Report: Red Bull, Coke, Gamer Supps Top Influencer Marketing ROI Leaderboard

Energy Drink Brands Take Six Slots in Top-10 Non-alcohol Ranking for 2025
February 4, 2026

Red Bull topped a list of non-alcoholic beverage brands that generated the highest return on investment for influencer marketing last year, according to CreatorIQ, which helps brands track and manage influencer marketing programs. The firm developed a proprietary metric called Earned Media Value (EMV) to benchmark and evaluate the effectiveness of influencer campaigns in engaging consumers. The top-10 ranking shows...


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Soft Drinks: Concentrate Pricing Rises. Details for Coke, Pepsi, Dr Pepper

Coke, Pepsi Concentrate Pricing Up. PepsiCo Flat Following Jump Last September
February 4, 2026

Concentrate list pricing for flagship Coca-Cola, Diet Coke, Sprite, Coca-Cola Zero Sugar and other carbonated soft drinks produced by US Coke bottlers is...


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