Beverage supplier stocks tracked by BD underperformed the S&P 500 during the first half of this year. Coca-Cola’s shares declined -5.3%. While PepsiCo’s stock increased in value by +2.5%, the shares far underperformed the index’s +15.2% increase. Keurig Dr Pepper, dogged by profitability questions stemming from its...
Our team has just released the 28th Edition of the Beverage Digest Fact Book, detailing 2022 in-depth sales results and other data across the US non-alcoholic beverage industry. This data differs from the quarterly data reports published in BD’s newsletters because it includes sales of packaged and fountain drinks across all channels, including retail stores and foodservice outlets.
Today’s special issue is a top-level view of that annual all-channel Fact Book report. The following pages cover major beverage companies, categories, trademarks, and brands. It’s your quick reference guide to how the biggest players are performing in both liquid refreshment beverages and carbonated soft drinks, and it provides a snapshot of the intense competition in the U.S. beverage business.
For much more detail into the numbers, you’ll want to purchase the full Fact Book, available HERE. This deep 67-page report covers CSDs, packaged water, sports drinks, energy drinks, juice, and ready-to-drink coffee and tea. It includes...
Coca-Cola’s Topo Chico sparkling water brand has launched a premium line infused with fruit juice and herbal extracts called Topo Chico Sabores. Flavors are Tangerine with Ginger, Blueberry with Hibiscus, and Lime with Mint.
Chamberlain Coffee, the bagged coffee brand founded by YouTube influencer Emma Chamberlain, has launched a line of ready-to-drink canned lattes through Walmart. Flavors are Cold Brew Latte, Mocha Latte, Cinnamon Bun Latte, and Vanilla Latte....
Back in my Bloomberg News days a decade ago, a colleague and ex-options trader, who was often intrigued by health and profit hacks, brewed a cup of Keurig coffee one morning and whisked it with grass-fed butter. He extolled the virtues of the concoction for both health and mental acuity. He believed it gave him the kind of physical edge that folks on Wall Street and Silicon Valley are forever striving to unlock.
Before long, seemingly everyone looking for an edge was talking about that trend and the brand fueling it, Bulletproof. Founder David Asprey had been energized by the yak-butter tea he drank during a meditation excursion in Tibet. Asprey introduced US consumers to grass-fed butter coffee by way of Bulletproof in 2013. The company included a healthy fat called MCT oil to provide energy to the brain and body. Bulletproof became a cornerstone of the keto diet fad, a modern on a low-carb diet. Keto encouraged consumption of quality fats and protein.
Bulletproof sold plenty of coffee beans, pods, and MCT oil. However, the company’s ready-to-drink offering, launched in 2017, hasn’t caught on and may have been too late, despite the brand’s keto-on-the-go promise. Instead, Super Coffee has dominated the MCT-infused keto coffee space. A 2018 appearance on Shark Tank, investments from the likes of NFL quarterback Aaron Rogers and pop star Jennifer Lopez, and a 2020 national distribution partnership with Anheuser-Busch has propelled that brand to the forefront.
That’s why Starbucks’ launch of olive oil infused coffees at a cafe in Italy is especially eye-catching. Called Oleato, the barista-prepared drinks — in hot and iced forms — appear to take cues from the MCT coffee craze, although Starbucks’ pitch is all about mouthfeel. “The alchemy of Starbucks arabica coffee and premium Partanna extra virgin olive oil (EVOO) creates an entirely new experience, taking on a depth and dimension that simply must be tasted to be believed,” the company’s website states. The drinks are headed to California in the spring.
As I tweeted last week, Oleato is just the kind of innovation that could one day jump to the RTD market by way of Starbucks’ JV with PepsiCo. That successful partnership has...
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