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Home » Topics » Data Snapshots

Data Snapshots
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Jefferies Analyst Says ‘Buy’ PepsiCo, KDP, Monster

Coca-Cola Gets ‘Hold’ Rating Even as Fundamentals ‘Strong’
November 20, 2023

Equity Analyst Kaumil Gajrawala, who joined Jefferies this year after leaving Credit Suisse, initiated his coverage of beverage stocks last week. His recommended buys included...


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Coke and Pepsi Bottlers See Pricing Growth Next Year

Looking to Equal Last Year’s Profitability, Says One.
November 20, 2023

Coke, Pepsi Bottlers Split on 2024 Volume Performance.

An informal Beverage Digest survey found that US Coke and Pepsi bottlers are expecting carbonated soft drink volume to range from down...


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Soft Drinks at Retail: Pricing and Dollar Sales Soared in First Nine Months of 2023

Slight Deceleration During 3Q for Pricing, Dollar Growth.
November 20, 2023

The US carbonated soft drink category at retail grew dollar sales by +11.2% for the first nine of months of this year, helped by pricing that jumped +14.8%, according to...


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Coke, KDP Leaders Remain Optimistic, Poised to Act as Pricing Growth Slows

Some Channel Shifting Seen for Pressured Consumers
November 2, 2023

Last week, Coca-Cola and Keurig Dr Pepper joined PepsiCo in reassuring investors that — for now at least — US consumers are still willing to spend on packaged refreshment beverages. More importantly, executives at the companies insisted they know how to adjust if consumers get skittish. Coca-Cola reported third-quarter earnings on Oct. 24, followed by Keurig Dr Pepper on Oct. 26. PepsiCo had already reported its third quarter on...


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Coke to Scale Back AHA Sparkling Water in 2024

Focus Turns to Premium Segment With Topo Chico
October 12, 2023

Plus, Bubly Grows in 1H US Retail Data. Prepares Extension to Challenge Sparkling Ice.

In May, BD reported on a steep sales decline for Coca-Cola’s AHA sparkling water as the brand was delisted at Publix and Coke discontinued caffeinated versions. Now, Coca-Cola has confirmed to BD that AHA will be scaled back next year in the US as Coca-Cola focuses on Topo Chico. The decision comes as Coca-Cola and other major beverage producers focus on premium water segments, both still...


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Consumer Pullback? Not So Far, PepsiCo Says

Forget Volume. ‘Units’ Are Key, CEO Says
October 12, 2023

The third-quarter earnings season for the big-3 non-alcoholic beverage companies kicked off Tuesday with PepsiCo. Coca-Cola and Keurig Dr Pepper report the week of Oct. 23. Investors and analysts are watching for signs that consumers are pulling back on beverage purchases amid persistent inflationary grocery pricing and...


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Opening Thoughts: September 27, 2023

September 27, 2023

How can we serve you even better? That’s the central question of a subscriber survey you’ll find in your email inbox today.

The survey won’t take much time at all, I promise. But your feedback will contribute to our roadmap for making our offering even more useful and adding services.

What topics should we cover more? What should we cover less?

What newsletter data sets and stories are most useful? What data should we add?

What suggestions would you have for our resource products, such as the Fact Book and the Coke and Pepsi Systems book?

You’ll find all these topics and more in the survey. Even if you are a brand-new subscriber, we’d love to hear from you. ..


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Coca-Cola Leads PepsiCo in 33 of 40 Major U.S. CSD Markets

Closest Three-Way Parity Market? Charlotte, North Carolina
September 27, 2023

Green Sheet: Coca-Cola Gains Share in Atlanta, Chicago, Denver, Others.

Coca-Cola held a leading retail volume and dollar share of carbonated soft drinks last year in most major metro areas tracked by BD, as shown in the table below. Coke was the leading cola in most of those markets as well. More broadly, Coca-Cola was No. 1 by CSD volume share in...


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Briefs: September 14, 2023

September 14, 2023
A collection of recent developments from around the industry to keep you up to speed...
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Pricing, Dollars Up; Volume Down in First-Half Sales Data

Pure Life, Smartwater, Arizona Show Dollar Growth Leadership
August 30, 2023

All non-carbonated beverage categories tracked by BD grew pricing and dollars at retail during the first six months of this year, according to BD data. As shown in the table below, all categories also posted a volume decline. Sports drinks posted the largest dollar and pricing gains, as well as the deepest volume decline (see related story HERE). Bottled water outperformed all other categories on a volume basis...


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