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Home » Topics » Insights

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Report: RBC Analysts Bullish on Consumer Sector Post-Pandemic

Path to Normalcy Becomes Clearer
March 18, 2021

Path to Normalcy Becomes Clearer

A March 15 research report by RBC Capital Markets looked at recent earnings calls in several sectors to get...


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coffee

Chilled Segment Fuels 2020 RTD Coffee Growth

Full-Year Corporate, Brand Performance at US Retail
March 18, 2021

Full-Year Corporate, Brand Performance at US Retail

The US ready-to-drink coffee category, including shelf-stable and chilled products, posted almost...


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Rise

Uncuffed MTN Dew Launches Rise Energy Drink

Offers More Caffeine than Monster Energy, Targeted Morning Positioning
March 17, 2021

More than a year after Coca-Cola extended its flagship brand into the growing US energy category with Coca-Cola Energy, PepsiCo has made...


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Sports Drinks Sprint

Two-Horse Race Now Frenzy of Competition
March 3, 2021
Twenty years after PepsiCo’s transformational acquisition of Gatorade, an emerging field of challengers is emboldened by BodyArmor’s success. The US sports drink category has become one of frenetic energy.
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UPDATED: Electrolit, Gatorade Settle Lawsuit Over Gatorlyte Launch

Judge Previously Ordered PepsiCo to Delay Planned Feb. 21 Launch
March 3, 2021

UPDATE:  On March 10, a judge dismissed the case with prejudice after Pisa and PepsiCo reached a confidential settlement.


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International Perspective: Coke, Pepsi Global Volumes

Few Volume Bright Spots for Coke in 2020. More Than 1 Billion Unit Cases Lost
March 3, 2021

Last year, the global Coca-Cola system sold 1.3 billion fewer unit cases of beverages than in 2019, according to a regulatory filing last week. In addition, the 29 billion...


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BodyArmor Plays Coy As Coke Confirms Intent To Buy

Will FTC Require Powerade Divestiture?
March 3, 2021

Coca-Cola intends to acquire a controlling stake in fast- growing sports drink brand BodyArmor. BodyArmor Co-Founder and Chairman Mike Repole issued a statement dampening the news. One might conclude by Repole’s and Quincey’s comments that negotiations are ongoing...


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Coke, PepsiCo See Improving 2021 Consumer Environment Amid Vaccinations

4Q Earnings Recap
February 17, 2021

Last week, both Coca-Cola and PepsiCo reported fourth quarter earnings results, and executives offered commentary on expectations for 2021. While both companies expect improvement in consumer...


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Keurig Dr Pepper Shines at US Retail in 2020 [Green Sheet]

CSD Retail Results
February 17, 2021

Keurig Dr Pepper finished 2020 with strong US volume and dollar share gains at retail against the company’s chief...


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Quick-Serve, Fast-Casual Share of Food & Beverage Spend Grew Amid Pandemic

Slowdown in Travel, Education Segments May Be Tailwind for At-Home Consumption
February 3, 2021

Data published last week by RBC Capital Markets from foodservice industry tracker Technomic provide a detailed look at where US consumers are buying food and beverage for consumption away from the home. This includes spending in everything from restaurants to jail commissaries. The largest share of away-from-home spending – more than...


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