KDP Eases Investor Concern Over Coffee Deal and Plans to Split Company
November 5, 2025
The third quarter earnings season brought a series of critical progress reports from Keurig Dr Pepper, PepsiCo, Coca-Cola at a time of global consumer volatility. The period also comes as KDP prepares for a massive strategic change and PepsiCo faces activist investor pressure. The following are key takeaways from the companies’ reports...
Last month’s NACS show in Chicago drew attendance of more than 25,000, according to organizers. Food and beverage manufacturers use the annual NACS show to unveil new products for convenience store operators from around the country as they prepare to reset shelves early next year. Beverage Digest attended NACS to report on next year’s introductions. Below is a selection of key products shown by Coca-Cola, PepsiCo, Keurig Dr Pepper and select other beverage companies...
Rolling Updates on 2026 Coke, PepsiCo, KDP Innovation and More.
Hello from the NACS show in Chicago. Food and beverage manufacturers are sharing their latest innovation to convenience store operators from around the country as buyers look toward shelf sets early next year. Beverage Digest is at the show to provide rolling innovation updates for subscribers by email alert and here at Beverage Digest.com...
Company Also Previews Coming Lower Sugar Gatorade Product
October 9, 2025
As part of its third-quarter earnings report this morning, PepsiCo is previewing a new Gatorade product, as well as a three-brand protein strategy centered on Propel, Muscle Milk, and Starbucks ready-to-drink coffee. BD obtained additional details. The Propel product will...
RTD Coffee and Tea Categories Post Volume and Dollar Declines
September 17, 2025
La Colombe RTD Coffee Now Bigger Than Dunkin’ Brands on Volume Basis
Lipton, Arizona, Snapple RTD Teas Fall
The US protein shake category grew at retail during the first half of this year, as growth in Fairlife Core Power outpaced the category and market leader ...
I had a great podcast conversation late last week with my friend and former Beverage Digest Publisher John Sicher to discuss a series of big industry developments in the past month. The coming Keurig Dr Pepper coffee-soda split. PepsiCo’s sale of Rockstar Energy and an additional investment in Celsius Holdings. Elliott Investment’s case for refranchising and value creation at PepsiCo. Coke shopping Costa Coffee. The ripples from these deals and actions will last for years. Check out the podcast HERE, and forward the link to colleagues or up-and-coming leaders who like to think about how these developments fit together.
To that end, we are now up and running with a new Beverage Digest Enterprise License that is proving to be popular with early adopters. I love that companies can now provide the Beverage Digest Newsletter and other products to their c-suite, management teams, and rising leaders with an easy interface and no friction.
In fact, some customers, such as beverage bottlers, have extended this market intelligence to front line workers, as a source of brand data and industry grounding that is connected to the bigger picture.
Conversations with our podcast fans revealed a hunger among young industry managers for connection between big industry developments and their day-to-day jobs. That’s where budget-friendly access to Beverage Digest comes in. We structured the Enterprise License to make the newsletter more accessible as a training, development, and intelligence tool for all employees.
Drop me an email or let us know HERE if you want to take a deeper look. We’d love to welcome your associates into the Beverage Digest community.
Poppi has brought back its Cream Soda flavor as a permanent offering after the limited time offering became one of the PepsiCo-owned brand’s fastest-selling variants.