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PepsiCo Fourth-Quarter Earnings Highlights: PBNA Improves. New Energy for Rockstar? Possible Bang Buyout?

Bubly to Launch Caffeinated Sparkling Water Variant. Dew Refocus Underway, CFO Says.
February 21, 2020

Since early January, speculation has circulated as to a buyout of Bang by PepsiCo, which has struggled within the energy category for years as its past success with Rockstar faded. When asked by an analyst about the possibility of using an acquisition to dig out of the energy hole, PepsiCo CEO Ramon Laguarta...


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reignvbang

Report: Monster Reign Counter-Strike Slows Bang Energy Share Offensive

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...


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Might PepsiCo Purchase Lipton from JV Partner Unilever?

Any Sale of Brand ‘Shouldn’t Have Substantive Ramifications,” for PepsiCo, CFO Says.
February 21, 2020

During PepsiCo’s Feb. 13 earnings conference call with analysts, CEO Ramon Laguarta and CFO Hugh Johnston appeared to throw cold tea on the idea of the company acquiring Unilever’s Lipton tea brand. Unilever has said it is considering a sale of the global brand as demand for...


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Earnings Wrap: Coke CEO Assesses Coronavirus Risk

Costa Coffee Accelerating Express Machine Expansion. Plus, 4Q Coke Revenue Jumps +7.0%. Shares Hit Record High.
February 7, 2020

During a Jan. 30 conference call with Wall Street analysts to discuss Coca-Cola’s fourth-quarter earnings report, CEO James Quincey was asked about potential impacts from the Coronavirus outbreak in China. And in an interview, he discusses plans for Costa Coffee in the US...


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US Sparkling Water Category Performance: 2019

LaCroix Lost Share as Bubly Gained. Coke Poised to Further Shake Up Category With Aha Launch.
February 7, 2020

The US sparkling water category grew in 2019, driven by the consumer shift to lower-sugar beverages with simpler ingredient panels. Here's a brand-level look and comprehensive data table detailing the category.


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LRBs at Retail: 2019 Dollars Up +3.9%; Volume +1.1%

Pricing Gains in Most Categories. Coke, PepsiCo, Keurig Dr Pepper Lose LRB Share
February 7, 2020

BD will soon publish 2019 all-channel sales data for the US liquid refreshment beverage (LRB) market, including both packaged and fountain products. The tables below and on page 2 provide a preliminary look at the results for last year...


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Report: Modern Consumer Defined by Conflicting Needs

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...


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Stock Watch: 2019. Coke Consolidated Wins Big. National Beverage Declines by Almost a Third.

Monster Outperforms Big-3 Soda Makers.
January 21, 2020

Most beverage and retailer stocks tracked by BD boosted their market value during 2019 as the broader S&P 500 Index grew. Just three companies tracked – Coca-Cola Consolidated, Starbucks and Monster Beverage...


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fairlife

Fairlife Files Trademarks for Ice Cream, Yogurt

Plus, Coke Now 100% Owner as Brand Turns Corner on Animal Abuse Controversy
January 21, 2020

Coca-Cola-owned dairy company Fairlife is considering a new ice cream or frozen yogurt, according to recent US trademark applications. The products, as contemplated by the filings, would carry the same Fairlife name and cow face icon used on the brand’s products including filtered milks and protein shakes such as Core Power. The innovation would mark the company’s first departure from beverages since it was founded in 2012...


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csd-data

CSDs at Retail: Full-Year 2019 US Results.

Coke Zero Sugar Now Bigger Than Diet Mtn Dew. Plus, Coke Life Volume Down -26%.
January 21, 2020

Coke Zero Sugar was last year’s star growth performer at retail among the 10 largest US carbonated soft drinks (CSDs). As shown in the Green Sheet attached to this article, the brand posted dollar growth of almost...


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