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Home » Topics » Insights

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Major BevCos Report ‘Resilient’ Demand in 2024

Executives Responding to Weakness Among Lower-Income Consumers
May 8, 2024

Coca-Cola Writes Down Value of BodyArmor as Fairlife Soars.

PepsiCo: Away-From-Home Outpaced At-Home Sales in First-Quarter.

Monster’s Sacks May Leave CEO Post in 2025. U.S. Price Hike Announced.

Consumer resilience was the theme from Coca-Cola, PepsiCo, and Keurig Dr Pepper executives for the US market during their first-quarter earnings reports. That’s despite two years of persistent grocery...


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Territory Changes and Deals: April 4, 2024

April 4, 2024
Collection of key deals from around the industry so you don't miss a beat.. Read More
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Boston Beer CEO Dissects Hard Dew Experiment and Distribution Reversal

Says Brand ‘Unfairly Beaten Up.’ Repeat, Velocity ‘Good’
March 20, 2024

In the summer of 2021, Dave Burwick’s career path collided with itself. That’s when Boston Beer, the maker of Sam Adams craft beer and Truly Hard Seltzer, announced a partnership with PepsiCo to create Hard Mtn Dew. Burwick was President and CEO of Boston Beer. Earlier in his career, he spent 20 years at PepsiCo, where he once managed the Mtn Dew brand before eventually becoming...


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Independent Pepsi Bottlers Admiral, Newburgh Sue PepsiCo Over Gatorade DSD Transition

Bottlers Allege a New Pallet Program Breaches Last Year's Gatorade Agreement
March 20, 2024

PepsiCo Calls Action ‘Improper Attempt’ to Rewrite Contract Terms.

Says Agreement With Bottlers Reserves PepsiCo’s Right to Warehouse Delivery.

Pepsi bottlers Admiral Beverage and Newburgh Bottling have sued PepsiCo in a New York court over plans to ship pallets of Gatorade to the warehouses of Walmart and Kroger. The independent bottlers allege the plan will undermine an...


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Incoming Keurig Dr Pepper CEO Endorses DSD Acquisition Strategy

Plus, Company to ‘Aggressively’ Pursue Immediate Consumption Expansion
March 20, 2024

Year-One Progress for C4 Energy Noted. La Colombe RTD Coffee Gets Refresh.

KDP’S Alcohol Related Product Sales Surpass $500M at Retail.

Keurig Dr Pepper hosted an investor update yesterday in New York. The event featured the first in-person investor presentation by COO Tim Cofer, who will take over as...


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Hard Mtn Dew Now on National Expansion Fast Track After Strategy Shift

PepsiCo Moves Blue Cloud from Alcohol Distribution to Brand Licensing
March 7, 2024

PepsiCo Unit Renamed Blue Cloud National.

Hard Mtn Dew Producer Boston Beer, Lipton Hard Iced Tea Maker FIFCO to Retain Roles.

In May, Boston Beer will begin expanding Hard Mtn Dew to 50 states using its beer distribution network, the brewer said last week. As BD reported last week in an exclusive news alert, PepsiCo is shifting its...


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Coca-Cola Widened U.S. Soft Drink Gap With PepsiCo in 2023

PepsiCo CEO Emphasizes ‘Full’ Beverage Portfolio Focus for North America Business
March 7, 2024

Coca-Cola’s volume share of the US carbonated soft drink (CSD) market at retail surpassed 40% in 2023, according to BD data. As shown in the table, market leader Coke gained nearly half...


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PepsiCo Shifts Blue Cloud Alcohol Strategy from Distribution to Brand Licensing

Hard Mtn Dew Producer Boston Beer, Lipton Hard Iced Tea Maker FIFCO to Retain Roles
February 27, 2024

PepsiCo is shifting its alcohol business strategy from distribution to brand licensing as the company looks to expand Hard Mtn Dew and Lipton Hard Iced Tea nationally at a faster pace, PepsiCo has confirmed to BD. Blue Cloud Distribution will be renamed...


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Household Income Pressure to Ease as Year Progresses, PepsiCo and Coke Say

Fourth-Quarter North American Volume Challenging
February 20, 2024

Coca-Cola Alcohol Agenda Moves Beyond Experiment; Passes $1B Retail Mark, CEO Says.

BodyArmor Stabilizing, Coke CEO Says. Brand Responds to Changing Category.

PepsiCo Addresses Question of US Bottler Refranchising Amid Margin Woes.

The CEO’s of Coca-Cola and PepsiCo painted a rosier than expected picture of consumer strength and sentiment in the US during their companies’ recent fourth-quarter earnings reports. That came despite...


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Private Label CSDs Jumped +7.2% in Nine-Month Retail Data

As Pricing Growth Now Decelerates, Private Label Pressure Wanes.
December 19, 2023

Private label carbonated soft drink volume jumped +7.2% at US retail during the first nine months of this year, according to BD data, as persistent grocery inflation pressured price-sensitive consumers. Private label CSDs also gained a half-point of ...


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