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Home » Topics » Latest Insights

Latest Insights
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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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Q&A: Blue Moon Craft Beer Creator Keith Villa Demystifies THC Beer

Ceria Founder Also Says Non-Alcoholic Beer Market Will Rival Craft Brew Market
June 23, 2022

Keith Villa, the PhD brewmaster who created Blue Moon almost three decades ago
for Coors Brewing, is credited with using that beer to help introduce scores of consumers to more flavorful craft brews. Blue Moon was a gateway brew for light beer drinkers who would eventually consume everything from IPAs to Saisons as craft beer went mainstream during 2000s. In recent years, Villa has been toiling away on his latest gateway project: cannabis- infused and alcohol-free beers. Villa’s company, Ceria Brewing, relaunched its beers with
a new look this month after first introducing the brand in 2018. Villa uses a proprietary process to get Ceria’s beers to 0.0% ABV. Ceria’s lineup includes a Belgian-style white ale called Grainwave (Villa’s latest Blue Moon) and an IPA called Indiewave. Versions of these alcohol-free beers with psychoactive THC and non-psychoactive CBD are available at licensed marijuana dispensaries in Colorado and California, where the recreational use of cannabis is permitted. The beers have less than 100 calories per 12-oz can. A six-pack of Ceria’s alcohol- free beer sells for about $10. THC versions sell at regulated cannabis dispensaries for about $6 - $8 per can, plus taxes. Given the growing interest in low- and no-alcohol beers and cannabis-infused beverages, BD took the opportunity to discuss both segments with Villa, who runs the company with his wife Jodi Villa, who is CEO. The following has been edited for length and clarity...


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Coca-Cola Considers Bottler Payments as Jack & Coke Joins Canned Cocktail Trend

Solutions Sought as Booze Market Taps Non-Alcoholic Brands
June 23, 2022

Coca-Cola is considering compensating its franchise bottlers in the US for company- sanctioned ready-to-drink alcohol beverages sold in bottlers’ exclusive territories, BD has learned from bottling executives. Just last week, Jack Daniel’s whiskey maker Brown-Forman and Coca-Cola announced a “global relationship” for a Jack & Coke canned cocktail to be launched in Mexico later this year. While other...


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