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Cover

PepsiCo Expands Single-Serve Portfolio in Growing U.S. Powder Market

Launches Gatorade Hydration Booster
September 19, 2024

PepsiCo launched a new single-serve electrolyte powder this week called Gatorade Hydration Booster that is billed as “all-day, always-on hydration.” The product enters a...


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Analysis: Fairlife Acquisition 'Bright Spot’ For Coca-Cola

Fairlife Core Power Far Outpaces Protein Shake Category
September 19, 2024

Meanwhile, PepsiCo’s Muscle Milk Refocuses Within Growing Category.

Bernstein Analyst Callum Elliot recently dug into Coca-Cola’s Fairlife dairy business as it generates billions of dollars in earnings charges from earn outs related to...


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Cover

Q&A: Celsius CEO Says Pressured Energy Consumers Aren’t Fleeing Category

While Consumers Spending Less, Category Still Delivers Value, John Fieldly Says
September 19, 2024

Brand Looks to Help C-Stores Attract Traffic.

As PepsiCo Partner, Fieldly Sees ‘Massive’ Foodservice Opportunity.

While Even ’More Optimistic’ on International Expansion, Will Remain ‘Methodical.’

No. 3 energy drink maker Celsius hasn’t been immune to the intensifying slowdown this year in the US energy drink market. The company’s volume and dollar sales growth rates that were in the


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Beer, Soda Distribution Consolidation Increasingly Likely, Former Coke Exec Says

As Consumers Blur Lines, Distributors Following Suit
September 5, 2024

Conditions are ripe for accelerated consolidation of alcoholic and non-alcoholic beverage distribution businesses in the US market, predicts Matt Hughes, a former Coca-Cola Venturing and Emerging Brands executive. That could mean even Coca-Cola and Pepsi franchise bottlers one day look to combine with beer distributors to add efficiency and boost...


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Cover

Q&A: Olipop CEO Goodwin on Road to $1B

Co-founder Sees Broader Functional Platform for Olipop. Convenience Channel Next Stage to Prove ‘Big Tent’ Success
September 5, 2024

With gut health soda Olipop projecting $500 million in revenue this year, it’s no wonder the company has been the subject of takeover speculation, along with challenger Poppi. The premium functional brands, which promise to support digestive health with the inclusion of prebiotic fiber, have both notched growth rates in the +160% range in recent weeks, according to Nielsen data from Goldman Sachs. Both Olipop and Poppi position themselves as an alternative to traditional carbonated soft drinks, but at a much higher


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Prime Hydration Now in Negative Sales Territory Amid Category Decline

Lawsuits Mount for Influencer-Led Brand That Shook Category
September 5, 2024

Green Sheet: 1H Sports Drinks, Bottled Water, and Sparkling Water Retail Performance.

After a trailblazing 2023, influencer-driven sports drink Prime Hydration has moved into a sales decline at US retail for the


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Cover.jpg

Energy Drinks: Category Slowdown Now Undeniable

Producers, Analysts Remain Bullish Long Term
August 22, 2024

Celsius Growth Slows in 1H Retail Performance Data.

Monster Moving Ahead With Price Hikes Despite Consumer Weakness.

US energy drink makers are now facing a surprising reality — the category slowdown is intensifying. During the first half of this year, US energy drink dollar sales at retail grew +3.4% as volume sales grew +1.7%, according to BD data. That represents a deceleration of


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At Retail: Carbonated Soft Drinks Dollars Up +4.0% in 1H ’24. Volume Down -1.1%

Coca-Cola Outperforms. PepsiCo, Keurig Dr Pepper Lag Category
August 22, 2024

Critical Convenience Channel Underperforms Category.

US carbonated soft drink dollar sales grew +4.0% during the first half of 2024 as volume sales declined -1.1%, according to BD data. The result represented a slight improvement from the first quarter of this year, when dollar sales grew +3.3% and volume sales


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Pepsi System Meeting: PBNA CEO Aims for ‘Disruptive Big Swings’ in 2025

Market Share Wins, Profit Margin Gains Demand ‘Challenger Mindset’
August 22, 2024

CSD Priorities to Include Minicans, Flavors, Zero Sugar.

Gatorade Will Look to Deepen Gen Z Ties. Plus, New Energy for Rockstar.

Executives and operators from PepsiCo’s North America bottling system met recently in Las Vegas to discuss market plans for 2025. Ram Krishnan, who took over in January as CEO of PepsiCo Beverages North America, urged the audience...


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Coke, Keurig Dr Pepper See More Pressured Lower-Income Consumer

Related Energy Slowdown No Signal of Long-term Category Performance, Execs Say
July 31, 2024

Plus: What we Learned from KO, KDP First-Quarter Performance Reports.

Cola-Cola and Keurig Dr Pepper’s earnings reports last week provided more definition to a split in beverage consumer behavior in North America. Executives for both companies said ...


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