Latest Insights

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...

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...

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....

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 ...

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...

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 ...

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 ...

Newly Public Zevia Looks to Convenience Channel for Next Growth Frontier

Q&A With Chair and CEO Paddy Spence, and President Amy Taylor

September 24, 2021

In July, stevia-sweetened soda maker Zevia PBC began trading on the New York Stock Exchange following an initial public offering that will give the company capital to expand within the grocery channel, add immediate consumption by way of the ...