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Home » Topics » Latest Insights

Latest Insights
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Briefs: Montana SNAP Soda Ban. Private Label Stalls. RBC's 10 Key Themes for CPG. KDP Trend Report. Goldman, Douglas Reunite Over Tea

June 4, 2026
A collection of recent developments from around the industry to keep you up to speed...
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Coca-Cola Flagship Gains Ground in Q1 After Tough 2025 [Green Sheet]

Coke Portfolio Volume Up +2.7%, Dollars Up +8.0%
June 4, 2026

Trends for Coca-Cola’s carbonated soft drink portfolio and its flagship Coca-Cola at US retail improved during the first quarter of this year after a surprising pullback by Hispanic consumers last year. Coke’s CSD portfolio posted volume and dollar sales gains of...


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Inside PepsiCo's 13-oz PET Affordability Strategy

Resealable C-store Bottle Launched for Pepsi, Dew in Select Markets
June 4, 2026

PepsiCo is betting on a new 13-oz PET bottle priced below $2 to reach consumers who are walking past the cold vault to better afford higher prices for gas and groceries. The company is rolling out the smaller bottle across five of its biggest sparkling brands. We dive deep in a Q&A with PepsiCo's US Sparkling Chief JP Bittencourt.


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U.S. Beverage Bottlers React to ‘Perfect Storm’ of Cost Pressures

Rising Aluminum and Fuel Expenses Squeeze Distributor Margins
May 15, 2026

Rising fuel and aluminum prices against the uncertainty of a war in Iran and the highest annual inflation rate since May 2023 have caused increasing angst among US beverage bottlers and distributors. BD informally surveyed executives across the Coca-Cola, PepsiCo, Keurig Dr Pepper, and independent beverage distribution systems during the past week to find out what cost and profit margin pressures they face now, and what additional pressure they expect. The bottlers also discussed concerns about the revenue side of their P&Ls as consumers look for ways to better afford high grocery and gas prices. During the first-quarter earnings cycle in recent weeks, Coke, PepsiCo, Keurig Dr Pepper, Celsius Holdings, and Monster Beverage all addressed current and anticipated commodity inflation pressure this year, while adding that the costs are mostly manageable so far. “We expect beverage companies will feel margin pressure in 2026, with likely pricing actions in 2027,” RBC Capital Markets Beverage Analyst Nik Modi wrote in a May 7 research note, citing higher costs for aluminum and fuel. Much of the pressure is falling on distributors who own and fuel the trucks that move beverages and buy the aluminum cans that drinks are packaged in. One bottler called it a “perfect storm” of cost pressures. The following is a summary of responses and key themes that emerged from more than a dozen discussions:


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Celsius Holdings’ Plan for Acquired Rockstar Brand Takes Stage

Strategy Embraces Sector’s High-Octane Genesis and Rockstar’s ‘In-Your-Face’ Past
May 15, 2026

Celsius Energy went from being an underdog to the No. 3 energy drink in the US with a simple formula: broaden the base. Rather than competing for the traditional male energy drink consumer through testosterone-fueled marketing, Celsius Energy built its brand around flavor and a wellness-oriented identity that gave women and professionals who had never bought an energy drink permission to enter the category. Now, with the acquisition of Rockstar Energy from PepsiCo last year, parent company Celsius Holdings is tapping back into the category's roots to access the adrenaline and attitude that built the energy drink sector. “We’ve always been an in-your-face brand,” Celsius Holdings CMO Rishi Daing said of Rockstar, for which he is spearheading a marketing reset. “But we became a little too polished in recent years, maybe a little too sophisticated. Our consumers probably weren't finding that as relevant anymore.” Last month, Celsius Holdings launched a new “Live Loud” brand identity and marketing campaign, playing off Celsius Energy’s “Live. Fit. Go” brand positioning. The new Rockstar positioning comes with an aggressive push into music, action sports, and motorsports. Daing said...


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Stocks: Coke, Monster Gains Beat Broader Market Through Q1 Earnings

PepsiCo, KDP Stocks Rise. Celsius Slides On Margin Concern
May 15, 2026

Most beverage and retail stocks tracked by BD have outperformed the broader market this year through May 11. The S&P 500 gained +8.3%, while the Consumer Staples Index rose +9.0%. The majority of beverage companies in BD's tracking universe outpaced both benchmarks. All share price results in this story are year-to-date through May 11.

MAJOR BEVERAGE COMPANIES. Coca-Cola shares gained...


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Gatorade Restages Around Science-Backed Hydration for Everybody

Launch Plan Announced for 'Gatorlyte Longer Lasting' Brand Variant
April 23, 2026

The last time PepsiCo overhauled its Gatorade strategy, Indra Nooyi was chairman and CEO. Back in 2009, amid the Great Recession, Nooyi attributed a slump in Gatorade sales to the fact that couch potato consumers, who “didn’t really have a right to exist in the Gatorade world,” had turned to other beverages, including tap water. The brand’s solution at the time was...


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McDonald’s Taking Red Bull Specialty Drink Test National

New Energy Refresher Unwelcome Sign for Coke, Monster
April 23, 2026

McDonald’s plans to use Red Bull as a base for a new specialty blended beverage to debut across US locations in August. The chain will introduce Red Bull Dragonberry Energizer as part of a new specialty drink menu in the US this year.


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Coke Asserts Foodservice Leadership in New Marketing Campaign

Consumer Shift to Digital Orders is Important Challenge, Coke On-Premise Chief Says
April 23, 2026

Coca-Cola recently launched the company’s first-ever national food service campaign in the US called "And a Coke." The campaign is organized around the idea that “nothing completes a meal like a Coke,” according to the company. The campaign is unique for...


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Marriott Switching to Coke from Pepsi after 35 Years

Beverage Changeover Begins this Summer
April 3, 2026
Marriott International is switching to Coke from Pepsi after 35 years, BD has learned. Coca-Cola and PepsiCo confirmed ...
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    U.S. Beverage Bottlers React to ‘Perfect Storm’ of Cost Pressures

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Latest News

  • Briefs: Montana SNAP Soda Ban. Private Label Stalls. RBC's 10 Key Themes for CPG. KDP Trend Report. Goldman, Douglas Reunite Over Tea

  • Coca-Cola Flagship Gains Ground in Q1 After Tough 2025 [Green Sheet]

  • Cover.jpg

    Inside PepsiCo's 13-oz PET Affordability Strategy

  • Cover.jpg

    U.S. Beverage Bottlers React to ‘Perfect Storm’ of Cost Pressures

  • Celsius Holdings’ Plan for Acquired Rockstar Brand Takes Stage

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