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Home » Topics » Latest Insights

Latest Insights
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Prime Hydration Now in Negative Sales Territory Amid Category Decline

Lawsuits Mount for Influencer-Led Brand That Shook Category
September 5, 2024

Green Sheet: 1H Sports Drinks, Bottled Water, and Sparkling Water Retail Performance.

After a trailblazing 2023, influencer-driven sports drink Prime Hydration has moved into a sales decline at US retail for the


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Energy Drinks: Category Slowdown Now Undeniable

Producers, Analysts Remain Bullish Long Term
August 22, 2024

Celsius Growth Slows in 1H Retail Performance Data.

Monster Moving Ahead With Price Hikes Despite Consumer Weakness.

US energy drink makers are now facing a surprising reality — the category slowdown is intensifying. During the first half of this year, US energy drink dollar sales at retail grew +3.4% as volume sales grew +1.7%, according to BD data. That represents a deceleration of


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At Retail: Carbonated Soft Drinks Dollars Up +4.0% in 1H ’24. Volume Down -1.1%

Coca-Cola Outperforms. PepsiCo, Keurig Dr Pepper Lag Category
August 22, 2024

Critical Convenience Channel Underperforms Category.

US carbonated soft drink dollar sales grew +4.0% during the first half of 2024 as volume sales declined -1.1%, according to BD data. The result represented a slight improvement from the first quarter of this year, when dollar sales grew +3.3% and volume sales


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Pepsi System Meeting: PBNA CEO Aims for ‘Disruptive Big Swings’ in 2025

Market Share Wins, Profit Margin Gains Demand ‘Challenger Mindset’
August 22, 2024

CSD Priorities to Include Minicans, Flavors, Zero Sugar.

Gatorade Will Look to Deepen Gen Z Ties. Plus, New Energy for Rockstar.

Executives and operators from PepsiCo’s North America bottling system met recently in Las Vegas to discuss market plans for 2025. Ram Krishnan, who took over in January as CEO of PepsiCo Beverages North America, urged the audience...


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Coke, Keurig Dr Pepper See More Pressured Lower-Income Consumer

Related Energy Slowdown No Signal of Long-term Category Performance, Execs Say
July 31, 2024

Plus: What we Learned from KO, KDP First-Quarter Performance Reports.

Cola-Cola and Keurig Dr Pepper’s earnings reports last week provided more definition to a split in beverage consumer behavior in North America. Executives for both companies said ...


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Tropicana's New Act

Tropicana Brands Group North America CEO Updates Progress Since PepsiCo Spinoff
July 31, 2024

It’s been two and a half years since PepsiCo spun off its Tropicana juice business into a joint venture with private equity firm PAI Partners in the middle of a global pandemic. That new entity, Tropicana Brands Group, has set an ambition to be “the undisputed global leader in chilled and fresh beverages.” The path has presented challenges. Undeterred, North America CEO Monica McGurk told BD in an interview that she sees future growth in both legacy orange juice and new juice products that will expand the portfolio across age cohorts, day parts, occasions, and sales channels. hashtag


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Social Media Score Card

Red Bull Tops Influencer Marketing Ranking for Non-Alcoholic Brands
July 31, 2024

Red Bull topped a list of non-alcoholic beverage brands that reaped the highest return on investment on influencer marketing for the first six months of this year. That’s according to CreatorIQ, which helps brands...


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Stock Watch: Coca-Cola Outperforms. PepsiCo and Monster Fall. Walmart Hits High.

Celsius Investors Retreat Over Energy Slowdown
July 16, 2024

Coca-Cola’s stock outperformed PepsiCo, Keurig Dr Pepper, and the S&P 500 Consumer Staples index during the first six months of this year. Coca-Cola’s shares grew +8.0%, beating the 7.5% gain by the index while...


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July 4 CSD Promotions Pull Revenue Management Lever

BD Informally Surveys Key Retail Chains for Deal Activity
July 16, 2024

Plus, 4-Week Retail Data Shows Stable Pricing Growth Across Categories.

An informal BD survey of July 4 weekend holiday pricing revealed a more muted promotional environment for a key carbonated soft drink (CSD) package compared to 2023. BD reviewed...


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PepsiCo’s Q2 Snack Performance Stirs Concern Over Consumer Sentiment

Frito-Lay Noise Masks Improving PBNA Trends, However
July 16, 2024

Exec Says PBNA Focus is Total Beverage Portfolio and Profitability.

PepsiCo’s noisy second-quarter earnings report driven by Frito-Lay underperformance overshadowed an improved trend at PepsiCo Beverages North America (PBNA). On July 11, PepsiCo reported organic sales and volume performance that fell short...


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