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Home » Topics » Data Snapshots

Data Snapshots
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Circana Details Non-Alcohol Share Gains in U.S. as Beer, Spirits Segments Slide

Crossover Products Exceed $600 Million in 2023
April 17, 2024

A recent report from market research firm Circana shows key non-alcoholic beverage categories including carbonated soft drinks and water have gained dollar share of overall packaged beverage sales in the U.S. Alcohol categories such as beer and spirits have lost share. In 2023, carbonated soft drinks reached a 17.2 share of the U.S. retail market, up from...


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Stock Watch: Most Beverage Stocks Underperformed Market in Q1. Celsius on Fire

Retailer Stocks Outperformed. Walgreens Slide Continued
April 4, 2024
Coca-Cola and PepsiCo posted stock price gains during the first quarter of this year, which was a reversal from declines posted in 2023. The increases came as the companies largely staved off concerns that declining pricing power and inflation-pressured consumer demand would erode...
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Private Label Bottled Water Gained Share in 2023

Smartwater, Lifewtr Grew. Dasani, Aquafina Declined
April 4, 2024

Private label offerings gained value and volume share in the plain bottled water segment at US retail last year, according to Beverage Digest full-year data. As shown in the Green Sheet with this story, private label added +3.5 volume share points to reach a 58 market share. On a dollar basis, private label added +1.9 share points to reach just beyond...


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Briefs: March 20, 2024

March 20, 2024
A collection of recent developments from around the industry to keep you up to speed...
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Monster, Red Bull Post 2023 Growth. Underperform Category.

Celsius Exceeded $1 Billion in Sales
March 7, 2024

The US energy drink category at retail grew dollar sales by +12% in 2023 as volume jumped +5.1%, according to BD data. As shown in the Green Sheet with this story, market leaders...


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Coca-Cola Widened U.S. Soft Drink Gap With PepsiCo in 2023

PepsiCo CEO Emphasizes ‘Full’ Beverage Portfolio Focus for North America Business
March 7, 2024

Coca-Cola’s volume share of the US carbonated soft drink (CSD) market at retail surpassed 40% in 2023, according to BD data. As shown in the table, market leader Coke gained nearly half...


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Household Income Pressure to Ease as Year Progresses, PepsiCo and Coke Say

Fourth-Quarter North American Volume Challenging
February 20, 2024

Coca-Cola Alcohol Agenda Moves Beyond Experiment; Passes $1B Retail Mark, CEO Says.

BodyArmor Stabilizing, Coke CEO Says. Brand Responds to Changing Category.

PepsiCo Addresses Question of US Bottler Refranchising Amid Margin Woes.

The CEO’s of Coca-Cola and PepsiCo painted a rosier than expected picture of consumer strength and sentiment in the US during their companies’ recent fourth-quarter earnings reports. That came despite...


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Pricing Watch 2024: CSD Concentrate Price Growth Moderated at Coca-Cola, PepsiCo

Finished Non-Carb, Energy Beverages Also Decelerated
January 18, 2024
GREEN SHEETS included: Concentrate-Pricing-2024-01-18

Concentrate list pricing for flagship Coca-Cola, Diet Coke, Sprite, Coca-Cola Zero Sugar and other carbonated soft drinks produced by US Coke bottlers rose +5.8% starting Jan. 1, according to BD sources. The increase is far less than the +27% increase implemented last July to cover higher input and product costs. At PepsiCo, concentrate pricing for brands including Pepsi, Pepsi Zero Sugar, Diet Pepsi, Mtn Dew and other CSDs produced by...


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Private Label CSDs Jumped +7.2% in Nine-Month Retail Data

As Pricing Growth Now Decelerates, Private Label Pressure Wanes.
December 19, 2023

Private label carbonated soft drink volume jumped +7.2% at US retail during the first nine months of this year, according to BD data, as persistent grocery inflation pressured price-sensitive consumers. Private label CSDs also gained a half-point of ...


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Non-Carbonated Drink Volumes Slide at Retail in Nine-Month Data

Analyst Says Beverage Volume Story Key in 2024
November 30, 2023

Smartwater Bucks Negative Volume Trend. Propel Volume Share Bigger than Vitaminwater.

Private Label Water Adds to Category Volume Lead.

Retail sales volume for major US non-carbonated beverage categories tracked by BD have all fallen during the first nine months of this year. As shown in the table, ready-to-drink tea posted...


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