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Home » Topics » Latest Insights

Latest Insights
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Innovation First Look: NACS Show

Hemp Rockstar, Plant-Based Starbucks Energy, Snapple Elements Reboot
October 12, 2021

This year’s NACS trade show in Chicago offered an early glimpse at innovation being sold into US convenience channel retailers for 2022. This story includes a BD slideshow of products featured at the show by Coca-Cola, PepsiCo, Keurig Dr Pepper, and Monster. Below are select highlights based on details provided by the companies and NACS....


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PepsiCo's Third-Quarter: What We Learned

Update on C-Store Progress, Pricing Power, Shelf Space, and More
October 12, 2021

On Oct. 5, PepsiCo reported third-quarter 2021 performance that included global beverage volume organic growth of ...


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PepsiCo Executives Discuss Rationale for Alcohol Self-Distribution Unit

Blue Cloud Decision Spurs Debate With Beer Wholesalers
October 12, 2021

During a third-quarter earnings conference call on Oct. 5, analysts naturally wanted to know more about the strategy behind PepsiCo’s decision to form an...


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Building the War Chest. Keurig Dr Pepper Targets $20 Billion in Possible M&A Deals

Big Question Is What Might CEO Bob Gamgort Buy?
October 12, 2021

Keurig Dr Pepper hosted a virtual investor day on Oct. 1. The most significant revelation was the company’s new focus on ...


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As Deadline Approaches, BodyArmor-Coke Negotiations on Track, Sources Say

Bottlers Anticipate Locking in Sports Drink Brand as Longterm Growth Driver
September 24, 2021

With the deadline approaching for Coca-Cola to exercise its option to buy a controlling additional stake in fast-growing sports drink challenger ...


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Newly Public Zevia Looks to Convenience Channel for Next Growth Frontier

Q&A With Chair and CEO Paddy Spence, and President Amy Taylor
September 24, 2021

In July, stevia-sweetened soda maker Zevia PBC began trading on the New York Stock Exchange following an initial public offering that will give the company capital to expand within the grocery channel, add immediate consumption by way of the ...


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Anheuser-Busch InBev Nurtures Upstart Shinewater With New Agreement

Access to AB One Network to Serve as Launchpad to Brewer’s Larger Independent System
September 24, 2021

ShineWater, an upstart enhanced water brand, has signed a US distribution agreement with ...


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CSD Pricing Up +9.1% in Latest Nielsen Period as Summer Season Closes

Energy Drink Pricing Accelerates to +3.6%. Bang Energy Pricing Down
September 16, 2021

Carbonated soft drink (CSD) pricing accelerated meaningfully during the final month of the summer selling season, according to the most recent ...


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Energy Drinks at Retail

Rockstar, Monster Post Share Losses in 1h 2021. Red Bull, Bang, Celsius Gain
September 16, 2021

PepsiCo’s US energy drink strategy, centered largely on Rockstar, lost ground at retail during the first half of this year. As shown in the table with this story, Rockstar Energy posted ...


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Labor Day Supermarket Ad Review Shows Promotions Blunted

At Chicago Jewel Osco, Coke, Pepsi 12-packs 21% Higher than in 2017
September 16, 2021

BD reviewed supermarket weekly discount ads at select stores scattered around the country to identify promotional pricing for carbonated soft drinks and other beverages during the Labor Day holiday. The circulars included holiday weekend, Sept. 3-6. In most cases, carbonated soft drink pricing was ...


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