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Home » Topics » Financial

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Cooler Screens Looks to Turn Simple Doors Into Retail Tool

Q&A: Founder Arsen Avakian Writes Second Act After Argo Tea
September 22, 2022

Argo Tea Co-founder Arsen Avakian was struck by how often consumers in store aisles pulled out a cell phone while browsing a drink cooler. When he asked why, he learned they were researching brands to understand everything from ingredients to provenance. With a background in technology, Avakian had a...


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Opening Thoughts: September 22, 2022

September 22, 2022

Allow me to catch you up on plans for our Future Smarts conference on Dec. 5. Our return to New York City after two years of successful virtual shows promises to deliver an expert lineup as good as we’ve ever hosted.

Just yesterday I confirmed our most recent speaker addition: Michael Del Pozzo, the new president and general manager for PepsiCo’s Gatorade Performance Portfolio. The unit includes Propel, Muscle Milk, Evolve plant-based protein shakes, and now Fast Twitch energy drink for athletes. We haven’t announced Del Pozzo’s appearance, so consider this a sneak peek. BodyArmor in recent years has re-ignited a category that had become sleepy. It’s now a free-for-all and Gatorade hasn’t backed away from...


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Sparkling Water Category Volume Depressed at Retail Amid Higher Pricing in 1H 2022. Dollars Up

Polar Cuts Pricing, Sales Surge. Lacroix, Bubly Lose Share
September 22, 2022

Sparkling water category pricing at US retail surged +8.6% during the first half of 2022, and volume sales declined as a result. When all was said and done, the category posted dollar sales growth of +4.5%. As shown in the table below, LaCroix’s +10.4% pricing growth was higher than the category, leading...


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Global Perspective: Post-Pandemic Era Brings Volume Upside in Most Coca-Cola, PepsiCo Global Markets

September 22, 2022

Coca-Cola and PepsiCo reported mostly volume gains in various global markets for the first half of 2022. The table below shows volume performance for selected markets as reported by the public beverage...


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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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