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Protein Shake Results: Coke’s Fairlife Core Power Explodes at US Retail

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...


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RTD Tea, Coffee Performance: PepsiCo-Starbucks Sales Fall at Retail. Danone’s STōK Rises

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 ...


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Potential Trump Moves From Tariffs to Kennedy Spark Speculation

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:...


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Sports Drink Category Declined at U.S. Retail During First Nine Months

Core Gatorade and BodyArmor Drove Volume Decline
November 25, 2024

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...


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Coke System Meeting: North America Bottlers Look ‘Above and Beyond’ For 2025

’Value’ to be Key Driver for Consumers
November 25, 2024

Coca-Cola’s North America Operating Unit hosted executives and associates from its franchised bottling system in Las Vegas recently to discuss marketing, commercial and sales plans for 2025. The theme for the meeting was, “Above and Beyond,” as the system looks to...


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Latin America Pepsi Bottler Sets Sights on U.S. With Branded Drinks Unit Beliv

Gut Sodas, High Brew Coffee, Oca Energy Will Lead Charge
November 25, 2024

Beliv, the beverage company tied to one of PepsiCo’s oldest international bottlers, has been broadening its ambition in the US market. In the past year, Beliv has launched a gut soda competitor to Poppi and Olipop and acquired canned coffee company...


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Energy Drinks: Monster, Red Bull Underperform U.S. Category in Nine-Month Data

Category Continued to Soften
November 7, 2024

Celsius Takes Revenue Hit. KDP-Aligned C4 and Soon-to-Be-Owned Ghost Outperform.

Molson Coors Now Controls Zoa. Alani Nu Breaks Out.

US Energy drink leaders Monster and Red Bull underperformed the category at retail for the first nine months of this year, according to BD data. Monster posted a -1.9% volume decline and a -1.6% dollar decline. Red Bull volume sales fell -3.8% as dollar sales grew +2.8%. The two brands, which make up more than half of category volume, lagged a US energy category that posted volume and dollar sales


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Soft Drink Performance: Coca-Cola Widens U.S. Share Gap With PepsiCo in First Nine Months

PepsiCo Brands in Top-10 Post Volume, Dollar Declines
November 7, 2024

Coke Zero Sugar, Pepsi Zero Sugar Post Volume Gains Amid No-Calorie Race

Regular Dr Pepper Narrows Volume Share Gap With Pepsi-Cola

Coca-Cola widened the performance gap with chief carbonated soft drink rival PepsiCo at retail during the first nine months of 2024. Coke’s portfolio added +0.4 volume share points in the US CSD market, according to BD data. As shown in the table below, PepsiCo’s volume share declined -0.7 points. The performance gap between the rivals represented 1.1 volume share points. Keurig Dr Pepper also posted a slight...


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Metro View: Coca-Cola Dominated Most Major U.S. CSD Markets in 2023

PepsiCo Led Seven Metro Markets. Keurig Dr Pepper Gained Share in 20 Metros
November 7, 2024

Coca-Cola Dominated Most Major U.S. CSD Markets in 2023

PepsiCo Led Seven Markets. KDP Gained Share in 20 Markets

Coca-Cola’s carbonated soft drink portfolio held the leading retail volume and dollar share last year in most major metro areas tracked by BD, as shown in the table below. Coke was the leading cola in most of those markets as well. Coca-Cola’s CSD portfolio held the...


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Interview: Bang Founder Jack Owoc to Launch New Energy Drink

Ai Energy Formulated to Deliver Improved Motivation and Mood, Owoc Says
October 28, 2024

Introduction Follows Bang Bankruptcy Sale to Rival Monster Last Year

Bang Energy founder and former CEO Jack Owoc is launching a new energy drink. Called Ai Energy, the product will launch in the coming weeks in a...


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