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Home » Topics » Latest Insights

Latest Insights
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Stock Watch. Challenging First Quarter for Beverage Brands and Retailers.

April 14, 2020

The tumult during the first quarter of 2020 amid the global COVID-19 virus outbreak was reflected in all beverage stocks tracked by BD. In many cases, the declines reversed gains posted for...


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coke-with-coffee

Coke With Coffee on Hold

US Launch in Limbo Despite Retail Pitch. Pepsi Café, too?
April 14, 2020

Back in January, Coke was busy showing US retailers its new Coca-Cola with Coffee offering in preparation for an April launch. Now it appears the plan has been delayed amid the COVID-19 crisis. While Coke declined to confirm any specific launch plans or delay, a spokesman did offer insight on the subject when asked...


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bio-bg-web

Canopy Launches RTD Sports Drink

April 14, 2020

A sports drink brand backed by cannabis producer Canopy Growth and with potential access to the beer distribution network of Constellation Brands is preparing to launch its first ready-to-drink product next month. Toronto-based BioSteel Sports Nutrition, known for its powdered pink beverage, wants to...


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Covid-19: Margin Concern Rises for Bottlers.

20-oz ‘Fallen Off a Cliff.’ New Retail Data: Beverage Category Sales Slowed.
April 14, 2020

As COVID-19 home lockdowns drag on, beverage bottlers in the Coke, Pepsi, Dr Pepper and independent beverage distribution systems have seen large store sales slow in April compared to the extreme stock-up buying by consumers last month, according to BD’s ongoing informal survey. Bottlers are increasingly concerned about the shift to future consumption from immediate consumption, which has pressured profit margins. The following are comments from bottlers since late last week, organized by topic...


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View From New York: Big Geyser COO Expects Covid-19 to Cut Sales In Half

April 1, 2020

New York is one of the hardest hit COVID-19 regions in the world. It’s also the home to Big Geyser, one of the largest and most important independent beverage distributors (and incubators) in the US. The company serves almost 13 million consumers in New York City’s five boroughs and the counties of Nassau, Suffolk and Westchester. BD spoke this week to Big Geyser COO Jerry Reda to find out how the company is responding to the crisis. He estimated that only about...


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shell-med

C-Stores: Low Gas Sales Hint At Immediate Consumption Fallout

April 1, 2020

Same-store gasoline sales in the US fell during the week ending March 14, according to data released late last week by the Oil Price Information Service (OPIS). Initial data for the week ending March 21 indicates the decline could be...


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queens-empty-small

Grocery Panic Eases. Beverage Bottlers Assess The Next Phase of Covid-19 Impact

April 1, 2020

Since early March, BD has tracked the COVID-19 crisis through the eyes of beverage executives in the Coca-Cola, PepsiCo and independent bottling systems. By last week, a period of frenzied demand had given way to a more normalized sales pattern, bottlers and distributors said. Some are now bracing for...  Story includes direct comments from beverage bottlers and distributors.


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grocery-checkout

By The Numbers: Covid Sales Spikes Go Beyond Water

April 1, 2020

Pantry loading this month by US consumers reacting to the COVID-19 crisis wasn’t limited to large hydration categories, according to all-outlet US data provided to BD by Nielsen. As shown in the table on the next page, categories and segments ranging from carbonated soft drinks to kombucha saw significant...


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bottles-and-mask-sm

Tracking COVID-19 : Live Updates

The Beverage Industry Perspective
March 31, 2020
No Comments

As consumers reacted in March to the spread of the COVID-19 coronavirus, Beverage Digest provided live updates on the impact to the US non-alcoholic beverage industry. Here is that coverage in its entirety.


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alcohol

Beverage Calories and Alcohol

A Look At Shifting Consumer Preference
March 18, 2020
Given triple-digit percentage growth rates for hard seltzers and the increasing trend toward ultra-low-calorie beers, BD decided to take a look at calorie counts for alcoholic beverage segments and brands...
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