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Home » Topics » Insights

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Opening Thoughts: May 9, 2022

May 9, 2022

Which of these are not true?
1. Tropicana offered a cereal made to be eaten with orange juice.
2. Gatorade applied for a trademark for a virtual beverage.
3. Coke Zero Sugar launched a flavor called Byte that it says tastes like a computer pixel.

The answer...


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Big 3 Soda Companies Say Consumers Remained Steady Amid Pricing Increases

CEOs of Coke, PepsiCo Sound Notes of Caution as Inflation Grows, Persists
May 9, 2022

Plus: Energy Growth Decelerates in Convenience Channel. Snapple Plays Pricing Catch Up. Coca-Cola, PepsiCo, and Keurig Dr Pepper all reported first-quarter earnings the week of April 25. The effect of inflationary pricing on consumer demand was a hot topic during earnings calls for investors. In an interview with BD, Coca-Cola CFO John Murphy...


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Bang Energy Faces $175M Payment for Alleged Trademark Infringement

Royalties Possible to Orange Bang, Monster as Arbitrator Challenges ‘Creatine’ Formulation
April 19, 2022

The legal rancor in recent years involving Bang Energy and Monster Energy took a surprising turn last week after a California court filing revealed an arbitrator’s $175 million ruling against Bang maker Vital Pharmaceuticals (VPX). The development has implications as well for Bang Energy distributor PepsiCo.


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Niagara Raising Bottled Water Prices to Offset Higher Costs

Plus, PepsiCo Soft Drink Concentrate Pricing Up +7.5% for 2022
February 9, 2022

Niagara, the country’s largest private label bottled water producer and a co-packer for companies including Coca-Cola, informed retailers this week that rising input costs will force a wholesale price increase on March 1. Niagara is battling higher supplier costs for...


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Coke United's Brain Trust Looks Ahead to 2022 and New Leadership

Incoming CEO Mike Suco Stood Out as Keeper of Atlanta Flame
February 9, 2022

Coca-Cola Bottling Company United, Coca-Cola’s third largest US bottler, has named Mike Suco as the company’s eighth president and CEO in its 120-year history. Currently an SVP and chief commercial officer, Suco will succeed the retiring John Sherman as head of the Birmingham, Alabama-based bottler whose territory includes...


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Keurig Dr Pepper, BodyArmor Settle 2019 Distribution Lawsuit

Judge Agreed No Cause for BodyArmor Termination of Agreement
January 25, 2022

Keurig Dr Pepper and BodyArmor have settled a 2019 lawsuit in which KDP claimed BodyArmor wrongfully terminated a ...


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Lemon Perfect Targets $60M in Retail Sales This Year, Founder Says

Considers Multipack. And 16-Oz Bottle for Eventual C-Store Push
January 25, 2022

In 2020, BD flagged a young brand called Lemon Perfect that was picked up by distribution rainmaker Big Geyser and launched with some trepidation in New York City as the pandemic swept into the US. BD checked in with founder Yanni Hufnagel this month to see how the Beechwood Capital-backed brand has done since. He said he expects ...


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Monster Beverage Intent on Developing its Own Natural Hard Seltzer

Recently Announced Canarchy Deal to Serve as Alcohol ‘Springboard’
January 25, 2022

Monster beverage executives are intent on entering the hard seltzer market after all. While company leaders have talked since mid-2019 about a possible entry into the category, they have also repeatedly expressed concern since that the category was saturated. To enter the category, executives have said ...


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Zoa Looks to Notch $20m in Sales in Debut Year With Backing From Dwayne Johnson

December 17, 2021
Zoa, the energy drink distributed by minority investor Molson Coors Beverage and backed by megastar actor Dwayne “The Rock” Johnson, looks to generate about $20 million in sales this year since the brand’s launch in March. According to data...
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PepsiCo’s Blue Cloud Operation Sets Sights on Half of US States So Far

Alcohol Permits Issued in 17 States. Eight Additional States Registered
December 17, 2021

PepsiCo’s new Blue Cloud Distribution unit has now secured federal alcohol wholesale permits in at least 17 states as it prepares to launch Hard Mtn Dew next year. The company has registered a corporation called “Blue Cloud Distribution” in another eight states. Should federal alcohol wholesale permits be issued for those, Blue Cloud would then ...

NOTE: The Green Sheet included with this article maps the states where PepsiCo has secured an alcohol wholesale distribution permit from the US Alcohol and Tobacco Tax and Trade Bureau (TTB), which collects federal excise taxes on alcohol and regulates labeling and marketing for alcohol products.


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