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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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Silicon Valley Start-Up Uses Tech and Gamification to Boost rPet Supply

Olyns Cube Ready to Scale as Coke, Pepsi Get in Early
November 30, 2023

Coca-Cola and PepsiCo have gotten in on the early stages of a Silicon Valley startup looking to revolutionize the collection of used plastic and aluminum beverage packages at a time when US recycling rates remain persistently low. Coca-Cola highlighted its partnership with Santa Clara, California-based...


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Coke, KDP Leaders Remain Optimistic, Poised to Act as Pricing Growth Slows

Some Channel Shifting Seen for Pressured Consumers
November 2, 2023

Last week, Coca-Cola and Keurig Dr Pepper joined PepsiCo in reassuring investors that — for now at least — US consumers are still willing to spend on packaged refreshment beverages. More importantly, executives at the companies insisted they know how to adjust if consumers get skittish. Coca-Cola reported third-quarter earnings on Oct. 24, followed by Keurig Dr Pepper on Oct. 26. PepsiCo had already reported its third quarter on...


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Opening Thoughts: October 12, 2023

October 12, 2023

Concern over the potential negative impact to food and beverage sales from obesity medications such as Ozempic and Wegovy is overblown.

This summer, Morgan Stanley rightfully dug into whether the rapidly growing use of diabetes drugs for weight loss would dampen food and beverage sales in a country racked with obesity. Analysts at the firm estimate a -2.0% to -3.0% decline in carbonated soft drink and snack consumption in 2035 driven by the drugs. Other firms...


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Opening Thoughts: September 27, 2023

September 27, 2023

How can we serve you even better? That’s the central question of a subscriber survey you’ll find in your email inbox today.

The survey won’t take much time at all, I promise. But your feedback will contribute to our roadmap for making our offering even more useful and adding services.

What topics should we cover more? What should we cover less?

What newsletter data sets and stories are most useful? What data should we add?

What suggestions would you have for our resource products, such as the Fact Book and the Coke and Pepsi Systems book?

You’ll find all these topics and more in the survey. Even if you are a brand-new subscriber, we’d love to hear from you. ..


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Briefs: September 27, 2023

September 27, 2023
A collection of recent developments from around the industry to keep you up to speed...
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