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Home » Topics » Insights

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PepsiCo CEO Laguarta Addressed U.S. Bottler Refranchising Push by Activist Elliott

October 9, 2025

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..


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Coke to Launch Single-Serve Mini Cans at $1.29 in U.S. Convenience Channel

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...


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PepsiCo Readies Dirty Mountain Dew Launch for Early 2026

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 ...


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Coke Stock Outperformed PepsiCo, Keurig Dr Pepper in First Nine Months

Shares of Monster, Celsius Soared on Strong U.S. Energy Drink Sector
October 8, 2025

LaCroix, Primo Stocks Dove

Retailers Walmart, Casey’s, Dollar General Beat S&P 500. Target Fell

Coca-Cola’s stock has outperformed both PepsiCo’s shares and Keurig Dr Pepper’s during the first three quarters of this year. Coke shares grew...


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Opening Thoughts: My THC Journey So Far

October 8, 2025

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.

Meanwhile, the


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Powdered Drinks: Jel Sert Alkalizes Growing Water Enhancer Market

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...


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Wall Street Analysts Explore Declining U.S. Alcohol Beverage Consumption

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 ...


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Territory Changes and Deals: KDP/JDE Peet's. Coke-Costa. Flow Beverage. Enliven. Arizona. Culture Pop. Phorm Energy

September 8, 2025
Collection of key deals from around the industry so you don't miss a beat...
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Analysis: Activist Investor Elliott Presses Repeat on Pepsi Restructuring

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...


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Focus is Today's Beverage Strategy for KDP, Pepsi, Celsius, Coke: Opening Thoughts

September 8, 2025

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...


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