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Home » Topics » Latest Insights

Latest Insights
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Stock Watch: National Beverage Surge Continues as KO, PEP Fall

Walmart, Costco Decline as Target, Kroger Outperform YTD 2021
April 30, 2021

Walmart, Costco Decline as Target, Kroger Outperform YTD 2021. Pandemic-related uncertainty this year has weighed on beverage stocks tracked by BD through the close of trading on April 27. Most, including...


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Q&A: Nuun CEO Sees Function, Ecommerce as Keys To $250M Sales Target

Consumer Interest in Single-Serve Beverage Mixes on The Rise
April 30, 2021

Consumer Interest in Single-Serve Beverage Mixes on The Rise. “The pandemic accelerated this whole idea of ‘enhance my water.’” One brand that stands to gain from an increasing and potentially disruptive consumer acceptance of single-serve beverage mixes is Nuun (pronounced Noon). The 16-year-old hydration brand is among a number of just-add-water mixes that have translated functionality to a powdered domain previously focused more on lemonade, punch and tea. Growth for single-serve beverage mixes will be driven by:


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Progress in Away-From-Home Consumption Key for Coke, PepsiCo

Companies Confident in Pricing Strength Amid Commodity Inflation
April 20, 2021

Progress in Away-From-Home Consumption Key for Coke, PepsiCo Companies Confident in Pricing Strength Amid Commodity Inflation. On April 15, PepsiCo reported first-quarter earnings results, followed by Coca-Cola yesterday. Both reports were complicated in various ways by the lapping of pandemic pantry loading last year. The companies are now...


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Sales Data Show Beverage Industry in US Steady Under Tough Comparisons

April 20, 2021

Higher pricing has helped beverage makers offset volume declines against unusually high comparisons generated by last year’s pandemic-driven consumer stock up. US all- channel retail data...


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Customer Backlash Over Coke Position on Voting Access Concerns Bottlers

April 20, 2021

Coke system bottlers in the US have warned of a retail customer backlash and expressed frustration at Coca-Cola for speaking out about a new voting law in the company’s home state of Georgia. In recent statements...

                                                



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As Covid Subsides, Challenges Remain for Coke and Pepsi Bottlers

Higher Costs Signal Pricing Actions to Ease Burden
April 20, 2021

As Covid Subsides, Challenges Remain for Coke and Pepsi Bottlers. Since the US outbreak of the COVID-19 virus more than a year ago, BD has tracked the crisis through the eyes of beverage executives in the Coca-Cola, Pepsi, and independent bottling systems. Our latest informal survey asked bottlers what has improved and what they continue to grapple with on the way to a new normal that has yet to be defined. The following is a synopsis of contributions from more than a dozen bottling executives...


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Keurig Dr Pepper DSD Unit Hunts Extended Reach, Efficiency

Executives Update Investors on Distribution, New Capacity, Innovation
April 1, 2021

Executives Update Investors on Distribution, New Capacity, Innovation. Keurig Dr Pepper participated in an investor webcast on March 26 hosted by Goldman Sachs Managing Director and Beverage Analyst Bonnie Herzog. Chairman and CEO Bob Gamgort, CFO and International President Ozan Dokmecioglu, and Cold Beverages President Derek Hopkins took questions on topics that included distribution efficiency, production capacity, cost inflation, and innovation. The following are highlights.


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Beverage Sales Now Lap Start of Pandemic Pantry Loading

Convenience Channel Shows Improvement as Mobility Increases
April 1, 2021
In BD’s March 18 edition, BD flagged the possibility of swings in category and channel performance once US syndicated data cycled pandemic-related pantry loading from a year ago. As lockdowns lift, new data suggests...

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PepsiCo Leans Into Evolve Two Years After CytoSport Acquisition

April 1, 2021

Almost two years after acquiring Muscle Milk maker CytoSport, PepsiCo is leaning into yet another brand that came over in that deal. Plant-based protein shake Evolve...


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RTD Beverages Point Centuries-Old Adaptogenic Mushrooms Toward Mainstream

BluePrint HPP Juice Founders Provide Primer on Newest Mushroom Passion
April 1, 2021

Mushrooms have been used medicinally in Asia for centuries. In the US, mushroom extracts have become a go-to functional ingredient within the wellness community. Often referred to as adaptogenic, functional, or medicinal mushrooms, the ingredient now is...  To better understand functional mushrooms as an RTD beverage ingredient, BD turned to Zoe Sakoutis and Erica Huss. Last year, they launched Earth & Star, a line of canned mushroom-infused oat milks and coffees.


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