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As Covid Subsides, Challenges Remain for Coke and Pepsi Bottlers

Higher Costs Signal Pricing Actions to Ease Burden
April 20, 2021

As Covid Subsides, Challenges Remain for Coke and Pepsi Bottlers. Since the US outbreak of the COVID-19 virus more than a year ago, BD has tracked the crisis through the eyes of beverage executives in the Coca-Cola, Pepsi, and independent bottling systems. Our latest informal survey asked bottlers what has improved and what they continue to grapple with on the way to a new normal that has yet to be defined. The following is a synopsis of contributions from more than a dozen bottling executives...


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dr-pep

Keurig Dr Pepper DSD Unit Hunts Extended Reach, Efficiency

Executives Update Investors on Distribution, New Capacity, Innovation
April 1, 2021

Executives Update Investors on Distribution, New Capacity, Innovation. Keurig Dr Pepper participated in an investor webcast on March 26 hosted by Goldman Sachs Managing Director and Beverage Analyst Bonnie Herzog. Chairman and CEO Bob Gamgort, CFO and International President Ozan Dokmecioglu, and Cold Beverages President Derek Hopkins took questions on topics that included distribution efficiency, production capacity, cost inflation, and innovation. The following are highlights.


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Beverage Sales Now Lap Start of Pandemic Pantry Loading

Convenience Channel Shows Improvement as Mobility Increases
April 1, 2021
In BD’s March 18 edition, BD flagged the possibility of swings in category and channel performance once US syndicated data cycled pandemic-related pantry loading from a year ago. As lockdowns lift, new data suggests...

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RTD Beverages Point Centuries-Old Adaptogenic Mushrooms Toward Mainstream

BluePrint HPP Juice Founders Provide Primer on Newest Mushroom Passion
April 1, 2021

Mushrooms have been used medicinally in Asia for centuries. In the US, mushroom extracts have become a go-to functional ingredient within the wellness community. Often referred to as adaptogenic, functional, or medicinal mushrooms, the ingredient now is...  To better understand functional mushrooms as an RTD beverage ingredient, BD turned to Zoe Sakoutis and Erica Huss. Last year, they launched Earth & Star, a line of canned mushroom-infused oat milks and coffees.


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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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