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Home » Topics » Latest Insights

Latest Insights
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Store Brand Soft Drinks Show Signs of Life as Inflation Persists

Meanwhile, Pepsi Faces Turbulence in Latest Soda Results at Retail
August 2, 2022
As consumers face unprecedented 40-year-high price inflation for everything from gas to groceries, beverage industry watchers have kept their eyes on an important canary in the coal mine for branded drinks – growth in private label offerings. When consumers’ bank accounts are pressured, they look to lower-priced store brands to stretch the grocery budget. This year had been different, as shoppers for many...
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PepsiCo System to Distribute Fitness Energy Brand Celsius as Bang Transitions Out

Deal Gives PepsiCo Equivalent of 8.5% Stake in Celsius For $550M
August 2, 2022

PepsiCo will begin transitioning fast-growing fitness energy drink brand Celsius into its US bottling network during the fourth quarter, according to a PepsiCo letter to bottlers yesterday. PepsiCo had announced...


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Keurig Dr Pepper’s Gamgort Focuses on M&A Talks as Bid-Ask Spread Narrows

Says $5B in Cash to Be Trained on Targets That Promise ‘Long-Term Profit’
August 2, 2022

A day before transitioning to executive chairman on July 29, Keurig Dr Pepper Chairman and CEO Bob Gamgort updated investors on his upcoming M&A focus as he hands the ...


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PepsiCo to Distribute Celsius. Invests $550 million in Fast-Growing Energy Brand

August 1, 2022

This morning, PepsiCo announced a $550 million investment in Celsius Holdings that will give...


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What’s Life Like These Days for Regional Soda Brand Ale-8-One?

120-Year-Old Company Navigates Unprecedented Inflation With ‘Steady’ Strategy
July 15, 2022

Nestled in Winchester, Kentucky just outside Lexington and less than three miles from the Bluegrass Heritage Museum, craft soda maker Ale-8-One Bottling is a microcosm of the complex...


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All Sport Owner Jel Sert Parlays Fla-Vor-Ice Popsicle Empire into Boozy Extension

Company Looks to Expand Licensing, Co-Packing Work With Coke, Other Majors
July 15, 2022

Company Looks to Expand Licensing, Co-Packing Work With Coke, Other Majors
Owner and President Sees Long Growth Runway for Powdered Water Enhancers

During the past two years, West Chicago-based Jel Sert built a distillery, winery, and brewery into the middle of a half-million-square-foot food and beverage manufacturing plant that for almost...


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As Inflation Rages, C-Store Behavior Stable, PepsiCo Says

Store Ad Review: July 4 Promos Strike Balance for Strapped Consumers
July 15, 2022

US Inflation surged by +9.1% during the 12 months ending in June, according to newly released Bureau of Labor Statistics. That’s the largest year-over-year spike in the consumer price index in more than four...


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Bang Energy’s Path to Some Independent Pepsi Bottlers Appears Blocked

Amid Celsius Speculation, PepsiCo Leaders Open to Energy Distribution Deals. But ‘Not Urgent.’
July 15, 2022

Some independent Pepsi bottlers in the US may be unable to distribute Bang Energy for Vital Pharmaceuticals (VPX) following PepsiCo’s and VPX’s decision to sever ties by the end of this year. Bottlers...


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Honest Co-Founder Goldman Won’t Chase DSD as He Launches Organic Bottled Tea

Offers View on Small Health-Oriented Brands at Coke
June 23, 2022

As Honest co-founder Seth Goldman races to get his new ready-to-drink tea to market in the aftermath of Coca-Cola’s decision to discontinue Honest tea, there is one thing he is sure of for now. He won’t try to build a...


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Pricing Soars for Major Non-Carbonated Beverage Categories at Retail in Q1

June 23, 2022

BlueTriton’s Pure Life Overshadowed by Regional Water Brands. BodyArmor Bucks Pricing Trend. Pricing growth accelerated during the first quarter of 2022 for all major non- carbonated beverage categories tracked by BD, as shown in the table below. Plain bottled water, flavored and enhanced waters, and sports drink all posted volume and dollar sales growth. Pricing gains for ready-to-drink tea and juice drinks were enough to offset declining volume in those categories...


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