Concentrate list pricing for flagship Coca-Cola, Diet Coke, Sprite, Coca-Cola Zero Sugar and other carbonated soft drinks produced by US Coke bottlers rose...
Even So, PepsiCo Case May Not Survive FTC Power Shift, Sharpe Dissents
February 4, 2025
A report last week by antitrust litigators at global law firm O’Melveny argued that the US FTC’s anti-competition case filed last month against PepsiCo (and in December against Southern Glazer’s) may not be as simple as a...
This weekend, former Coca-Cola and BodyArmor marketer Michael Fedele can’t lose, even if his business partner, Patrick Mahomes, does. Mahomes, who partnered with Fedele to launch Throne Sport Coffee eight...
Key Energy Stocks Fell. Coke Consolidated Shares Soared
January 9, 2025
Retailers Amazon, Walmart, Costco Rose as Shoppers Sought Value, Online Convenience
Shares of Coca-Cola, PepsiCo, and Keurig Dr Pepper all underperformed the S&P 500 Index and the Consumer Staples Index in 2024. As shown in the table below, Coca-Cola was the only one of the three companies to post a gain. Top-3 energy drink makers...
Wall Street Panel Discusses What’s at Stake in Pepsi-Coke Share Gap
January 9, 2025
BD hosted its annual Future Smarts conference in New York City on Dec. 16. The day’s discussion threads included the growing carbonated soft drink market share gap between Coca-Cola and PepsiCo in the US. Through the first three quarters of 2024, Coca-Cola held a 40 share of CSDs at US retail after a +0.4 point increase. PepsiCo held a 27 share after -0.7 point decrease. (Keurig Dr Pepper held a 24.5 share after a -0.9 point decline.) As the table below shows,
Pilot Projects in 2023 Expanded Nationally Late Last Year
January 9, 2025
Turn over a can or bottle of Coca-Cola Zero Sugar in the US and you’ll find a new ingredient — stevia. The natural sweetener is now part of a formula that already included aspartame and acesulfame potassium. The new...
PepsiCo’s Muscle Milk Declines Through Three Quarters
December 11, 2024
Coca-Cola’s Fairlife Core Power continued to lead growth in the $6 billion US protein shake category at retail for the first nine months of this year, according to BD data. The brand grew sales +39% by dollars and +29% by volume in the period, as shown in the...
Arizona Gained RTD Tea Share as Lipton Slips. Gold Peak Up
December 11, 2024
Consumers cut back on ready-to-drink coffee at US retail during the first nine months of this year, according to BD data. The category, led by a joint venture between PepsiCo and Starbucks, declined by volume (-2.6%) and dollars (-3.2%), as shown in the Coffee Green Sheet with this story. Pricing for the category was down slightly by -0.6%. PepsiCo’s Starbucks portfolio posted a -9.1% volume sales decline as dollar sales dropped -6.3% as pricing rose +2.7%. Frappuccino, which accounted for more than a ...
SNAP, Warning Labels, Ingredient Regs Seemingly on Table
December 11, 2024
Policy comments by President-Elect Donald Trump and his proposed picks for cabinet and administrative posts have set off a barrage of speculation about potential impacts to the food and beverage industry. In a research note this week, RBC Capital Markets Beverage Analyst Nik Modi, who will speak at BD’s Future Smarts conference on Monday, summed up the industry consternation this way:...
The US sports drink category at retail declined by both volume and dollar sales at retail during the first nine months of this year, according to BD data. As shown in the Green Sheet with this story, category volume fell...