Category Dollars Grew +4.3% at US Retail. Volume Fell Slightly

PepsiCo’s CSD Portfolio Lost Share. KDP’s Portfolio Gained

The Coca-Cola Co’s surprising carbonated soft drink (CSD) decline, driven by brand Coke, continued into the third quarter of 2025 at US retail as the Trump Administration’s aggressive immigration enforcement kept Hispanic consumers away from stores and some consumers ...

SPARKLING WATER CATEGORY GREW. The US sparkling water category grew +2.6% by volume and +7.2% by dollars at retail for the first nine months of 2025, according to BD data. As shown in the Green Sheet with this report, volume leader LaCroix by National Beverage posted volume and dollar sales...

Diet Coke is capitalizing on its current social media renaissance by bringing back Diet Coke Lime, complete with retro packaging. The drink hit shelves nationwide this week. “Known for its crisp refreshment with a zesty lime twist,” Coca-Cola said in a statement, “Diet Coke Lime was a breakout...

LaCroix, Primo Stocks Dove

Retailers Walmart, Casey’s, Dollar General Beat S&P 500. Target Fell

Coca-Cola’s stock has outperformed both PepsiCo’s shares and Keurig Dr Pepper’s during the first three quarters of this year. Coke shares grew...

La Colombe RTD Coffee Now Bigger Than Dunkin’ Brands on Volume Basis

Lipton, Arizona, Snapple RTD Teas Fall

The US protein shake category grew at retail during the first half of this year, as growth in Fairlife Core Power outpaced the category and market leader ...

Rapid Hydration Remains Growth Engine. Prime Leaves Hole

The US sports drink category at retail has shown no signs of a rebound in 2025 following declines both in 2024 and during the first quarter of this year, according to BD data. For the first half of 2025, sports drink sales...

Increase Intended to Mitigate Concentrate and Aluminum Tariffs, Other Costs

Green Sheet: CSD Category Posts First-Half 2025 Gains at Retail

PepsiCo will increase carbonated soft drink concentrate prices, BD has learned. Wholesale prices for finished CSDs, which are...