With our Dec. 6 Future Smarts conference a little more than a month away, this is a great time to share a few of the themes we will explore this year. We are in a pivotal reset period for the global beverage industry following the extreme disruption caused by the Covid-19 pandemic. To help sort it out, we’ve assembled an exceptional lineup of speakers who are well-placed to evaluate the implications of the past two years and share insight on what to expect. They include leaders ...
Away-From-Home Rebound in North America Not a Straight Line, Coke CEO
November 2, 2021
On Oct. 27, Coca-Cola raised full-year 2021 revenue guidance to a range of +13% to +14% after reporting 14% higher third-quarter organic revenue. The sales gain came on volume and pricing that each grew ...
Sugarless Sports, Energy Drink Options Helped Accelerate Progress
November 2, 2021
Growth in low- and no-calorie carbonated soft drinks (CSDs), sports drinks, and energy drinks in recent years has accelerated a decline in beverage calories consumed by Americans, according to ...
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...
Say Retail Sales Remain Elevated. Detecting Some Renewed Stock Up. Report Lost Sales.
September 1, 2021
Hope of a post-pandemic return to normal this year in the US has given way to continued uncertainty as COVID-19 vaccination rates vary widely by state, the Delta variant spreads, and workers delay getting back to the office or resuming employment. At the same time, vaccinated consumers are pushing forward in many parts of the country as they frequent restaurants, travel, and get back to something approaching business as usual. For beverage bottlers within the Coca-Cola, PepsiCo, and Keurig Dr Pepper systems, the state of business is a...
Three exclusive stories in this edition highlight the complexities of today’s marketplace during a lingering pandemic. In the first story, beverage bottlers, who face unprecedented...
Work-at-home policies and a still unfolding return to pre-pandemic activity continued to buoy the US carbonated soft drink (CSD) market at retail during the first half of this year. As shown in the table with this story, category...