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Home » Topics » Latest Insights

Latest Insights
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Soft Drink Makers Walk Elasticity Tightrope as Record Inflation Persists

Analyst: ‘Elasticity Arrives Instantaneously, Not Progressively’
April 19, 2022

As BD reported last month, Wall Street analysts are asking tough questions about how long unprecedented favorable price elasticities will hold for consumer packaged goods companies. While the consensus is


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Bang Energy Faces $175M Payment for Alleged Trademark Infringement

Royalties Possible to Orange Bang, Monster as Arbitrator Challenges ‘Creatine’ Formulation
April 19, 2022

The legal rancor in recent years involving Bang Energy and Monster Energy took a surprising turn last week after a California court filing revealed an arbitrator’s $175 million ruling against Bang maker Vital Pharmaceuticals (VPX). The development has implications as well for Bang Energy distributor PepsiCo.


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Stock Watch: Messy 1Q for Beverage Stocks as Investors Grapple With Inflation Implication

Gainers Include KO, KDP, Kroger. Monster, Starbucks Post Double-Digit Declines
April 19, 2022

Stocks for the top-3 US soft drink makers outperformed the S&P 500 Index during the first quarter of this year as investors took some comfort in unprecedented price elasticities that helped blunt higher costs. In addition, concerns of an inflation-driven US recession pushed investors toward...


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MagicWeekends

Coca-Cola Launches Global Campaign to Tap Meal Delivery Trend

‘Magic Weekends’ Partners with Delivery Aggregators Like DoorDash
April 1, 2022

Coca-Cola is partnering with food delivery companies across its nine operating units for a new global meals campaign focusing on Coca-Cola, with a particular emphasis on...


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Sparkling Water at Retail: Category Growth Decelerated Late in 2021 as Pricing Jumped

Lacroix Underperformed Category. Polar Surpasses Bubly on Volume
March 30, 2022

Sparkling water category growth decelerated at US retail late last year as pricing moved higher, according to annual data compiled by BD. As shown in the table, the category posted +7.1% dollar growth on volume that rose +1.7% and pricing growth of +5.4%. During the first...


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Energy Drinks at Retail: 2021 Category Growth Rate Doubles Previous Year’s Pace

Monster Leads On Pricing. Rockstar Looks To Hispanic Market In Turnaround Bid
March 30, 2022

The energy drinks category at US retail last year grew at roughly twice the rate of 2020 by dollars and volume, according to annual data compiled by BD. As shown in the table, dollar sales...


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Beverage Analysts Contemplate Possibility that Consumers Reject Higher Pricing

March 30, 2022

Wall Street analysts are looking ahead to the pain that would be caused for beverage companies should consumers...


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Coke Hires Chobani Executive to Run BodyArmor as Hastie Plans to Retire

Coke Finance Veteran Named CFO. Move Comes Five Months After Acquisition
March 30, 2022

As BD reported in a March 22 email news alert, Coca-Cola has tapped a Chobani executive to run BodyArmor, which Coke acquired last November. Federico Muyshondt will become CEO on April 25, taking over the sports drink and...


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Coke Hires Chobani Executive to Run BodyArmor as Hastie Prepares to Retire

Plus, Coke Finance Veteran Named CFO. Announcement Comes Five Months After Coke Acquisition.
March 22, 2022

Coca-Cola has tapped a Chobani executive to run the BodyArmor sports drink business the company acquired in November, BD has learned. Federico Muyshondt will join...


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Global Perspective

Coke, PepsiCo Report Broad Volume Gains Across International Markets
March 17, 2022

Coca-Cola and PepsiCo began to recover in 2021 from the previous year’s pandemic- stricken global beverage market. Increased mobility last year after Covid-19 lockdowns led to growth in most markets, helped by a favorable comparison. The table below shows results for selected markets as reported by Coca-Cola and PepsiCo in their respective annual regulatory filings.


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