Analysts at RBC Capital Markets hosted a global consumer and retail conference on May 27-28. Beverages analyst Nik Modi interviewed leaders from Keurig Dr Pepper, Coca-Cola and Primo Water (formerly Cott). The following is a synopsis of shifts in short-term and long-term trends seen by the executives.
Analysts at Alliance Bernstein published a May 15 report predicting hotel trends in the post-COVID-19 era. Emerging technological trends are likely to accelerate and become fixtures of the hotel experience, the analysts predict. In the short-term, social distancing and safety measures will pervade...
PepsiCo has pushed deeper into ecommerce with two new direct-to-consumer websites selling core brands from Doritos to Gatorade. The websites are the product of a dedicated PepsiCo operating team of tech experts in Manhattan that are chasing consumer demand for online convenience. Industry watchers and PepsiCo bottlers are privately asking whether PepsiCo’s retail partners such as Walmart will view the direct-to-consumer initiative as a competitive threat. In addition, it appears PepsiCo won’t owe invasion fees to the company’s independent bottlers for products sold direct to consumers, which could create tension...
20-oz ‘Fallen Off a Cliff.’ New Retail Data: Beverage Category Sales Slowed.
April 14, 2020
As COVID-19 home lockdowns drag on, beverage bottlers in the Coke, Pepsi, Dr Pepper and independent beverage distribution systems have seen large store sales slow in April compared to the extreme stock-up buying by consumers last month, according to BD’s ongoing informal survey. Bottlers are increasingly concerned about the shift to future consumption from immediate consumption, which has pressured profit margins. The following are comments from bottlers since late last week, organized by topic...
Since early March, BD has tracked the COVID-19 crisis through the eyes of beverage executives in the Coca-Cola, PepsiCo and independent bottling systems. By last week, a period of frenzied demand had given way to a more normalized sales pattern, bottlers and distributors said. Some are now bracing for... Story includes direct comments from beverage bottlers and distributors.
Plus: Bang Launches ‘Natural’ Line Sweetened With Stevia
February 21, 2020
After flying under the radar following its 2012 launch, Bang Energy sent a sonic boom across the US energy drink market during the past two years, surpassing an 8.0 dollar share in 2019. The brand, owned by Vital Pharmaceuticals (VPX), ignited what is now known as the “performance energy” segment, taking on established players such as Monster Energy by touting better ingredients, low or no sugar, and supplements such as creatine and branched-chain amino acids (BCAAs). Under threat, Monster Beverage launched a counter-attack early last year with Reign Total Body Fuel, using the company’s partnership with Coca-Cola’s US bottling system to shower retail stores with incremental floor displays and c-store cooler placements. Fast forward a year and the threat posed by Bang may have subsided...
Joins Entrepreneurial Rush to Capitalize on Solutions
February 21, 2020
Here’s what the entrepreneur Tal Shub imagines: A patron walks into a café holding a stylish, re-usable cup that includes a built-in lid and retractable straw. The consumer inserts their cup upside down into a port that resembles a shallow automobile cup holder. In seconds, the port.......this company offers a window into a beverage frontier where entrepreneurs are leveraging consumer concern over plastic waste and looking beyond the bottle to create new commercial opportunities...
Plant-based Drinks to Spur Cold Supply Chain Investment
January 21, 2020
Today’s beverage consumer is a study in “conflicting needs,” according to a new report by KPMG. “Consumers are increasingly focused on finding shortcuts to address their desired needs,” the report’s authors wrote. “When this comes to beverage choices...
Says ‘Absolutely’ Could Support ‘Transparent’ Bottle Bill. On SodaStream US: ‘Just Grow It.’
December 17, 2019
In October, Simon Lowden was named PepsiCo’s first chief sustainability officer. The job made sense for Lowden, whose 23 years at PepsiCo has included leadership posts in food, beverage and international. Lowden’s most recent prior role was as president of PepsiCo Global Foods. Previous roles have included chief marketing officer for PepsiCo North America Beverages and before that PepsiCo International.
This story is a recap of highlights from his Future Smarts conference appearance Dec. 9 in New York.