Beverage Digest. Premium insight, analysis, and data since 1982.
Subscribe
  • Sign In
  • Create Account
  • Sign Out
  • My Account
  • Sign In
  • Create Account
  • Sign Out
  • My Account
Subscribe Now
  • Home
    • Home Page
    • Join our email list!
    • Leadership Team
    • A Message From the Editor & Publisher
    • Contact Us
  • Podcast
    • The Breeze Podcast
  • Fact Book
    • New! Fact Book 30th Edition
    • Purchase Historical Fact Books
  • Newsletter
    • Subscribe
    • Renew
    • Newsletter Archive
    • Topic Browser
    • Newsletter For Your Entire Company
    • Newsletter For Your Team
  • Territory Maps
    • NEW! KDP System
    • Download Your Keurig Dr Pepper System
    • Purchase The Coke and Pepsi Systems
    • Renew Your Coke and Pepsi Systems
    • Download Your Coke and Pepsi Systems
    • Purchase Historical System Books
  • Events
    • Future Smarts 2025
    • Past Events
      • Future Smarts 2024
      • Future Smarts 2023
      • Future Smarts 2022
      • Future Smarts 2021
      • Future Smarts 2020
      • Future Smarts 2019
  • Awards
    • Awards 2025
    • Past Awards
      • Awards 2024
      • Awards 2023
      • Awards 2022
      • Awards 2021
      • Awards 2020
      • Awards 2019
  • Sponsors
    • Ready To Connect?
    • Sponsor Showcase
Home » Topics » Latest Insights

Latest Insights
Latest Insights RSS Feed RSS

Stock Watch: Coke, PepsiCo, KDP Shares Underperformed Market in 2024

Key Energy Stocks Fell. Coke Consolidated Shares Soared
January 9, 2025

Retailers Amazon, Walmart, Costco Rose as Shoppers Sought Value, Online Convenience

Shares of Coca-Cola, PepsiCo, and Keurig Dr Pepper all underperformed the S&P 500 Index and the Consumer Staples Index in 2024. As shown in the table below, Coca-Cola was the only one of the three companies to post a gain. Top-3 energy drink makers...


Read More
Cover

FS24 Hot Topic: Should PepsiCo Refranchise in North America?

Wall Street Panel Discusses What’s at Stake in Pepsi-Coke Share Gap
January 9, 2025

BD hosted its annual Future Smarts conference in New York City on Dec. 16. The day’s discussion threads included the growing carbonated soft drink market share gap between Coca-Cola and PepsiCo in the US. Through the first three quarters of 2024, Coca-Cola held a 40 share of CSDs at US retail after a +0.4 point increase. PepsiCo held a 27 share after -0.7 point decrease. (Keurig Dr Pepper held a 24.5 share after a -0.9 point decline.) As the table below shows,


Read More

Coca-Cola Zero Sugar Formula Now Includes Stevia in US

Pilot Projects in 2023 Expanded Nationally Late Last Year
January 9, 2025

Turn over a can or bottle of Coca-Cola Zero Sugar in the US and you’ll find a new ingredient — stevia. The natural sweetener is now part of a formula that already included aspartame and acesulfame potassium. The new...


Read More
cover

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...


Read More

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 ...


Read More

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:...


Read More

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...


Read More

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...


Read More
Cover Web.jpg

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...


Read More

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


Read More
Previous 1 2 3 4 5 6 7 8 9 … 61 62 Next

Popular Stories

  • Flip-Flop for Coke, Pepsi-Cola in First Quarter

  • Cover-2025-09-Web.jpg

    What's Next: PepsiCo US Beverages CEO Krishnan Details Plans for Poppi

The Breeze with Beverage Digest

An original podcast that brings you into the kinds of conversations that we have here every day at Beverage Digest.
Listen

Latest News

  • Sources: PepsiCo Considers Concentrate Price Hike to Offset Tariff Impact

  • At Retail: Sports Drink Category Decline Persisted in First Quarter

  • Cover-2025-09-Web.jpg

    What's Next: PepsiCo US Beverages CEO Krishnan Details Plans for Poppi

  • Flip-Flop for Coke, Pepsi-Cola in First Quarter

  • Web.jpg

    Analysis: Hispanic/Latino Consumer Momentum at Risk

Beverage-Digest
  • Contact Us
  • Privacy Policy
  • Terms Of Use

© 2025 Beverage Digest.
Design, CMS, Hosting & Web Development :: ePublishing

Follow us on social media