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Home » Topics » Latest Insights

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CSDs at Retail, 9-Months 2021

PepsiCo, Keurig Dr Pepper Gain Share
November 2, 2021

PepsiCo and Keurig Dr Pepper gained retail dollar and volume share of the US carbonated soft drink (CSD) category during the first...


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Coca-Cola Pays $5.6 Billion for Full Control of BodyArmor

Repole and BA Executive Team to Guide Business as Separate Entity
November 1, 2021

Coca-Cola has paid $5.6 Billion to take full control of BodyArmor, securing the growing sports drink asset for Coke and its bottlers and setting up a likely expansion of the brand overseas. The deal announced ...


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Reyes Holdings to Combine West Coast and Midwest Coke Bottling Operations

Merged Unit Retains Reyes Coca-Cola Bottling Name. Bill O’Brien to Helm
October 30, 2021

Reyes Holdings will merge Illinois-based Great Lakes Coca-Cola Bottling and California-based Reyes Coca-Cola Bottling into a single operating unit starting Jan. 1, BD has learned from multiple sources. Reyes Coca-Cola CEO Bill O’Brien will helm the combined unit as CEO and the entity will ...


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Stock Watch: Coke Consolidated, Fizz, Kroger Jump in First-Nine Months of 2021

KO Shares Down Amid Reset Year. Pep, KDP Gain, While Tracking Behind Index
October 12, 2021

With few exceptions, beverage stocks tracked by BD underperformed the S&P 500 Index this year through the first three quarters of this year. Coca-Cola’s shares...


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Sparkling Water at Retail: Category Grows Through First-Half 2021

AHA Gains Share. Bubly Slips. Polar Pricing Strong.
October 12, 2021

The US sparkling water category grew almost +10% by value during the first half of this year on both volume (+4.7%) and pricing (+4.8%) gains. The performance was helped by category leader...


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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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