Retailers Amazon, Walmart, Costco Rose as Shoppers Sought Value, Online Convenience

Shares of Coca-Cola, PepsiCo, and Keurig Dr Pepper all underperformed the S&P 500 Index and the Consumer Staples Index in 2024. As shown in the table below, Coca-Cola was the only one of the three companies to post a gain. Top-3 energy drink makers...

Consumers cut back on ready-to-drink coffee at US retail during the first nine months of this year, according to BD data. The category, led by a joint venture between PepsiCo and Starbucks, declined by volume (-2.6%) and dollars (-3.2%), as shown in the Coffee Green Sheet with this story. Pricing for the category was down slightly by -0.6%. PepsiCo’s Starbucks portfolio posted a -9.1% volume sales decline as dollar sales dropped -6.3% as pricing rose +2.7%. Frappuccino, which accounted for more than a ...

The US sports drink category at retail declined by both volume and dollar sales at retail during the first nine months of this year, according to BD data. As shown in the Green Sheet with this story, category volume fell...

Celsius Takes Revenue Hit. KDP-Aligned C4 and Soon-to-Be-Owned Ghost Outperform.

Molson Coors Now Controls Zoa. Alani Nu Breaks Out.

US Energy drink leaders Monster and Red Bull underperformed the category at retail for the first nine months of this year, according to BD data. Monster posted a -1.9% volume decline and a -1.6% dollar decline. Red Bull volume sales fell -3.8% as dollar sales grew +2.8%. The two brands, which make up more than half of category volume, lagged a US energy category that posted volume and dollar sales

Coca-Cola Dominated Most Major U.S. CSD Markets in 2023

PepsiCo Led Seven Markets. KDP Gained Share in 20 Markets

Coca-Cola’s carbonated soft drink portfolio held the leading retail volume and dollar share 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. Coca-Cola’s CSD portfolio held the...

Private label carbonated soft drink (CSD) volume declined -2.3% at US retail during the first six months of this year, according to BD data shown the Green Sheet with this story. While private label products make up...

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...

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