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Home » Topics » Latest Insights

Latest Insights
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Keurig Dr Pepper DSD Unit Hunts Extended Reach, Efficiency

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

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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PepsiCo Leans Into Evolve Two Years After CytoSport Acquisition

April 1, 2021

Almost two years after acquiring Muscle Milk maker CytoSport, PepsiCo is leaning into yet another brand that came over in that deal. Plant-based protein shake Evolve...


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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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Nestlé USA Acquires Essentia in Pivot to Premium

After Shedding Broader Portfolio, Distribution Strategy Unclear
March 18, 2021

After Shedding Broader Portfolio, Distribution Strategy Unclear. 

On March 5, Nestlé USA announced the acquisition of premium alkaline water brand...


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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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energy

US Energy Category Grew +6.9% in 2020. Results by Brand.

Full-Year 2020 US Energy Results at Retail by Brand
March 18, 2021

Full-Year 2020 US Energy Results at Retail by Brand

Bang Energy lost volume and dollar share at US retail in 2020 amid the Covid-19 pandemic, distribution disruption, and...


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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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Latest News

  • Keurig Dr Pepper DSD Unit Hunts Extended Reach, Efficiency

  • Beverage Sales Now Lap Start of Pandemic Pantry Loading

  • PepsiCo Leans Into Evolve Two Years After CytoSport Acquisition

  • 2 lead

    RTD Beverages Point Centuries-Old Adaptogenic Mushrooms Toward Mainstream

  • Rbc

    Report: RBC Analysts Bullish on Consumer Sector Post-Pandemic

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