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Home » Topics » Latest Insights

Latest Insights
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Monster, Red Bull Post 2023 Growth. Underperform Category.

Celsius Exceeded $1 Billion in Sales
March 7, 2024

The US energy drink category at retail grew dollar sales by +12% in 2023 as volume jumped +5.1%, according to BD data. As shown in the Green Sheet with this story, market leaders...


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Coca-Cola Widened U.S. Soft Drink Gap With PepsiCo in 2023

PepsiCo CEO Emphasizes ‘Full’ Beverage Portfolio Focus for North America Business
March 7, 2024

Coca-Cola’s volume share of the US carbonated soft drink (CSD) market at retail surpassed 40% in 2023, according to BD data. As shown in the table, market leader Coke gained nearly half...


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Briefs: March 7, 2024

March 7, 2024
A collection of recent developments from around the industry to keep you up to speed...
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PepsiCo Shifts Blue Cloud Alcohol Strategy from Distribution to Brand Licensing

Hard Mtn Dew Producer Boston Beer, Lipton Hard Iced Tea Maker FIFCO to Retain Roles
February 27, 2024

PepsiCo is shifting its alcohol business strategy from distribution to brand licensing as the company looks to expand Hard Mtn Dew and Lipton Hard Iced Tea nationally at a faster pace, PepsiCo has confirmed to BD. Blue Cloud Distribution will be renamed...


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Household Income Pressure to Ease as Year Progresses, PepsiCo and Coke Say

Fourth-Quarter North American Volume Challenging
February 20, 2024

Coca-Cola Alcohol Agenda Moves Beyond Experiment; Passes $1B Retail Mark, CEO Says.

BodyArmor Stabilizing, Coke CEO Says. Brand Responds to Changing Category.

PepsiCo Addresses Question of US Bottler Refranchising Amid Margin Woes.

The CEO’s of Coca-Cola and PepsiCo painted a rosier than expected picture of consumer strength and sentiment in the US during their companies’ recent fourth-quarter earnings reports. That came despite...


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Powder Boom: Liquid Death Adds ‘Death Dust’ Electrolyte Sticks

Kraft Heinz Adds Functional and Mixer Lines to Crystal Light
February 20, 2024

Introductions of powdered single-serve water enhancers continue to roll in, with significant extensions this month coming from both a notable emerging brand and a well established brand. This week, fast-growing canned water maker Liquid Death...


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Coke, Pepsi Systems Debate Case Pack Water Shift Away from DSD at Walmart

Move to Warehouse Delivery Under Serious Consideration
February 20, 2024

Proposal Seen by Some as ‘Slippery Slope’ for Direct Store Delivery.
Coca-Cola and PepsiCo Emphasizing Premium and Immediate Consumption Water

Serious discussions are underway in the US Coke and Pepsi systems about plans to ship Dasani and Aquafina case pack bottled water to Walmart by warehouse delivery instead of...


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Coke, Bottlers Discuss Revised Compensation Agreement For Alcohol

PepsiCo’s Blue Cloud Names New Leader Amid Stalled Expansion
January 31, 2024

Coca-Cola and the company’s US bottlers are negotiating a possible new compensation agreement for alcohol beverage extensions as the company pushes further into the sector with its Red Tree Beverages subsidiary, according to BD sources. The revised...


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PepsiCo's Krishnan Tapped as Next North America Beverages CEO

Independent Pepsi Bottlers Take Wait-And-See Approach On New Leader
January 31, 2024

PepsiCo Beverages North America CEO Kirk Tanner will retire from PepsiCo at the end of this week after 32 years to join fast-food chain Wendy’s as its new CEO. Tanner has led...


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Ghost Energy Joins Prime in Hip Hydration Race

Introduction Comes as BodyArmor Adds Zero Sugar Option
January 31, 2024

Ghost, the sports nutrition company that partnered with Anheuser-Busch for a canned energy drink, has now launched an expansion into bottled hydration. Ghost Hydration, launched officially on Monday, is intended to be...


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