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Home » Topics » Latest Insights

Latest Insights
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Report: RBC Analysts Bullish on Consumer Sector Post-Pandemic

Path to Normalcy Becomes Clearer
March 18, 2021

Path to Normalcy Becomes Clearer

A March 15 research report by RBC Capital Markets looked at recent earnings calls in several sectors to get...


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Nestlé USA Acquires Essentia in Pivot to Premium

After Shedding Broader Portfolio, Distribution Strategy Unclear
March 18, 2021

After Shedding Broader Portfolio, Distribution Strategy Unclear. 

On March 5, Nestlé USA announced the acquisition of premium alkaline water brand...


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coffee

Chilled Segment Fuels 2020 RTD Coffee Growth

Full-Year Corporate, Brand Performance at US Retail
March 18, 2021

Full-Year Corporate, Brand Performance at US Retail

The US ready-to-drink coffee category, including shelf-stable and chilled products, posted almost...


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energy

US Energy Category Grew +6.9% in 2020. Results by Brand.

Full-Year 2020 US Energy Results at Retail by Brand
March 18, 2021

Full-Year 2020 US Energy Results at Retail by Brand

Bang Energy lost volume and dollar share at US retail in 2020 amid the Covid-19 pandemic, distribution disruption, and...


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Rise

Uncuffed MTN Dew Launches Rise Energy Drink

Offers More Caffeine than Monster Energy, Targeted Morning Positioning
March 17, 2021

More than a year after Coca-Cola extended its flagship brand into the growing US energy category with Coca-Cola Energy, PepsiCo has made...


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Sports Drinks Sprint

Two-Horse Race Now Frenzy of Competition
March 3, 2021
Twenty years after PepsiCo’s transformational acquisition of Gatorade, an emerging field of challengers is emboldened by BodyArmor’s success. The US sports drink category has become one of frenetic energy.
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UPDATED: Electrolit, Gatorade Settle Lawsuit Over Gatorlyte Launch

Judge Previously Ordered PepsiCo to Delay Planned Feb. 21 Launch
March 3, 2021

UPDATE:  On March 10, a judge dismissed the case with prejudice after Pisa and PepsiCo reached a confidential settlement.


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International Perspective: Coke, Pepsi Global Volumes

Few Volume Bright Spots for Coke in 2020. More Than 1 Billion Unit Cases Lost
March 3, 2021

Last year, the global Coca-Cola system sold 1.3 billion fewer unit cases of beverages than in 2019, according to a regulatory filing last week. In addition, the 29 billion...


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Non-Carbs At Retail 2020

RTD Shelf-Stable Tea Segment Scores Turnaround After Challenging 2019
March 3, 2021

RTD Shelf-Stable Tea Segment Scores Turnaround After Challenging 2019. 

Pandemic lockdowns fueled a rebound in shelf-stable, ready-to-drink teas in the US last year. As shown in the table, the category grew...


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Constrained Gatorade to Get New Production Capacity

Work Part of PepsiCo Capital Spending Spending Boost, CFO Says
March 3, 2021

PepsiCo is adding capacity for Gatorade, which suffered from product shortages last summer amid a spike in demand spurred by higher temperatures and pandemic-related buying. During a recent ...


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