During today’s third-quarter investor conference call with Wall Street analysts, PepsiCo Chairman and CEO Ramon Laguarta addressed pressure from activist investor Elliott Investment Management for PepsiCo to refranchise the company’s North American beverage bottling and distribution system. “We’re going..
Strategy Built On Attractive Entry Price, Flavor Exploration, Exec Says
October 8, 2025
Sixteen years ago this month, Coca-Cola launched the 7.5-oz mini can as a “great option for smaller thirst occasions, and for calorie-conscious consumers,” the company said at the time. Launched then in eight-packs, the mini can has since expanded to 6-packs, 10-packs, 24-packs, and even 30-packs, becoming a key format in US retail channels like...
Product Takes Cue from Social Media-Fueled Dirty Soda Trend
October 8, 2025
PepsiCo’s Mountain Dew brand will get in on the dirty soda trend with a Dirty Mountain Dew to roll out early next year. PepsiCo will launch the Cream Soda Dew flavor nationally in regular and zero sugar options after a ...
I’ve never been a pot smoker, aside from some low-key experimentation in college. The idea of trying hemp-based THC drinks was daunting, I’ll admit.
As a 55-year-old who came of age during the Reagan “Just Say No” to drugs era of the 1980s, there is still stigma and apprehension attached to marijuana for me. That’s despite 15% of US adults telling Gallup last year that they smoke marijuana, up from 7.0% in 2013. Forty-seven percent of Americans said they have tried marijuana. THC is now legal in some form in all but four states.
Sports and Energy Drink Mixes Approach $2B in Retail Sales
September 17, 2025
Jel Sert’s Pure Kick Alkaline Sticks to Launch in November
Meanwhile, Sports Powder Leader Liquid I.V. Launches Energy Hybrid
Unilever-owned Liquid I.V. electrolyte powders and Nestlé-owned Nuun dissolvable tablets have fueled growing consumer uptake of single-serve beverage enhancers in recent years. Powdered sports and energy drink mixes — which can include...
Jefferies Consumer Survey Finds Affordability Pressure Stronger Than Desire to Cutback
September 17, 2025
Bernstein Report Concludes Mixed Bag of Cyclical and Structural Concerns at Play
In a new report, beverage analysts at Jefferies conclude alcohol moderation among US consumers has less to do with changing habits than with changing wallets. In a survey of ...
PepsiCo Rebuffed Peltz. Will They Do the Same Now?
September 8, 2025
Independent Pepsi Bottlers Want Path to Long-term Security
But Win For Elliott Doesn’t Have to Include Bottler Refranchising
Twelve years ago, activist investor Nelson Peltz and his Trian Fund Management accumulated a $1.3 billion stake in PepsiCo and publicly pressed the company to hive off its beverage business to improve lackluster performance. Today, PepsiCo finds itself in a...
I’m through saying that any given year in the US beverage business is wilder than the previous year. These days, it’s always true. Social media. Fickle and adventurous consumers. A willingness by companies to blur lines when it comes to product categories and distribution methods. The breakneck evolution of...