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Home » Topics » Fountain

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Keurig, Coke, Primo Share Insights on Shifting Consumer Environment

June 9, 2020

Analysts at RBC Capital Markets hosted a global consumer and retail conference on May 27-28. Beverages analyst Nik Modi interviewed leaders from Keurig Dr Pepper, Coca-Cola and Primo Water (formerly Cott). The following is a synopsis of shifts in short-term and long-term trends seen by the executives.


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Report: Restaurant Sales Decline May Have Hit Bottom

May 6, 2020

Several recent reports by Credit Suisse Analyst Lauren Silberman and her team have outlined sales trends for the US restaurant sector during the COVID-19 pandemic. This is an important sales channel for fountain and packaged beverages. The following are highlights from the reports...


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Restaurants: Credit Suisse Analysts Assess Consumer Traffic During COVID-19.

Highlights
April 21, 2020

A recent report by Credit Suisse Analyst Lauren Silberman and her team outlined trends in the US restaurant sector, which is an important sales channel for fountain and packaged beverages. Here are some of the points from the April 13 report that BD found most important for the beverage industry:


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coca-cola-2020-04-21

Insights from Coca-Cola's 1Q Earnings. April Global Volume Down -25%.

CEO Sees Challenging Second-Quarter. Says Crisis Response in Coke's 'DNA.'
April 21, 2020

Coca-Cola CEO James Quincey emphasized the company’s resilience today as it reported first-quarter earnings amid the COVID-19 pandemic. Here are initial takeaways from today’s earnings release and company-hosted calls with Wall Street analysts and media:


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Covid-19: Margin Concern Rises for Bottlers.

20-oz ‘Fallen Off a Cliff.’ New Retail Data: Beverage Category Sales Slowed.
April 14, 2020

As COVID-19 home lockdowns drag on, beverage bottlers in the Coke, Pepsi, Dr Pepper and independent beverage distribution systems have seen large store sales slow in April compared to the extreme stock-up buying by consumers last month, according to BD’s ongoing informal survey. Bottlers are increasingly concerned about the shift to future consumption from immediate consumption, which has pressured profit margins. The following are comments from bottlers since late last week, organized by topic...


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grocery-checkout

By The Numbers: Covid Sales Spikes Go Beyond Water

April 1, 2020

Pantry loading this month by US consumers reacting to the COVID-19 crisis wasn’t limited to large hydration categories, according to all-outlet US data provided to BD by Nielsen. As shown in the table on the next page, categories and segments ranging from carbonated soft drinks to kombucha saw significant...


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bottles-and-mask-sm

Tracking COVID-19 : Live Updates

The Beverage Industry Perspective
March 31, 2020
No Comments

As consumers reacted in March to the spread of the COVID-19 coronavirus, Beverage Digest provided live updates on the impact to the US non-alcoholic beverage industry. Here is that coverage in its entirety.


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uno-5

Technology: Beyond the Bottle. Startup Uno Looks to Become ‘USB of Beverages’ to Curb Plastic Waste

Joins Entrepreneurial Rush to Capitalize on Solutions
February 21, 2020

Here’s what the entrepreneur Tal Shub imagines: A patron walks into a café holding a stylish, re-usable cup that includes a built-in lid and retractable straw. The consumer inserts their cup upside down into a port that resembles a shallow automobile cup holder. In seconds, the port.......this company offers a window into a beverage frontier where entrepreneurs are leveraging consumer concern over plastic waste and looking beyond the bottle to create new commercial opportunities...


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costa2.jpg

Earnings Wrap: Coke CEO Assesses Coronavirus Risk

Costa Coffee Accelerating Express Machine Expansion. Plus, 4Q Coke Revenue Jumps +7.0%. Shares Hit Record High.
February 7, 2020

During a Jan. 30 conference call with Wall Street analysts to discuss Coca-Cola’s fourth-quarter earnings report, CEO James Quincey was asked about potential impacts from the Coronavirus outbreak in China. And in an interview, he discusses plans for Costa Coffee in the US...


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KDP CBD

Keurig Dr Pepper Not Ready for CBD, CEO Says

Plus, Second-Quarter Results
August 9, 2019

Keurig Dr Pepper CEO Bob Gamgort closed the door for now on any move into the CBD beverage sector...


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