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PepsiCo, Coke Executives Prepare for Possible Second-Half Challenges

Fewer Price Hikes Expected in 2023. Promotional Activity to Remain Highly Selective
February 16, 2023
Plus: Updates on Alcohol Expansion, BodyArmor, SodaStream

A pressing question for 2023 is whether Coca-Cola, PepsiCo, and Keurig Dr Pepper will face a more challenging consumer and pricing environment later this year, especially in the US. Goldman Sachs estimates that by mid-January Americans had spent down...


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Opening Thoughts: February 1, 2023

February 1, 2023

If you have young adults in your life, hopefully they have introduced you to bubble tea, also known as boba tea. This combination of tea, milk, and gelatin-like tapioca pearls, invented decades ago in Taiwan, can by now be found in strip mall cafes all over the US. Almost always there are high school and college students inside slurping boba beads through oversized straws. Franchised versions of the concept have of course followed.

Having visited a few of these bubble tea cafes with my kids, I was primed to notice several ready-to-drink and make-at-home versions seeking to capitalize on the boba trend — and to take drink occasions away from iced and bottled coffee. Here are a couple:

Inotea Bubble Tea — This shelf stable boba in...


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PepsiCo’s SodaStream Plans Branded Pepsi Syrup Expansion in U.S., GM Says

Plus, Brand Unveils New Design, Packaging, Voice. Tagline: 'Push for Better'
September 22, 2022

PepsiCo-owned SodaStream is evaluating how to expand its March launch of Pepsi syrup mixes beyond California, US General Manager Mark Fenton told BD in an interview.


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Coca-Cola Boosts Revenue Outlook Even as Execs Look Over Their Shoulders

What We Learned in Q2: BodyArmor Slide, Alcohol, Costa Coffee Robots
August 2, 2022

Coca-Cola raised its full year guidance this week in a sign that the company’s leadership is confident in its ability to navigate volatile input costs, consumer headwinds spurred by inflation, and the looming ...


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Briefs: July 15, 2022

July 15, 2022

A collection of recent developments from around the industry to keep you up to speed...


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Briefs: March 17, 2022

March 17, 2022

A collection of recent developments from around the industry to keep you up to speed...


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Briefs: December 17, 2021

December 17, 2021

A collection of recent developments from around the industry to keep you up to speed...


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Briefs: November 2, 2021

November 2, 2021

A collection of recent developments from around the industry to keep you up to speed...


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PepsiCo's Third-Quarter: What We Learned

Update on C-Store Progress, Pricing Power, Shelf Space, and More
October 12, 2021

On Oct. 5, PepsiCo reported third-quarter 2021 performance that included global beverage volume organic growth of ...


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SodaStream Launches Do-It-Yourself Pepsi, 7Up Syrups in Canada

U.S. Launch Next?
September 16, 2021

PepsiCo’s SodaStream unit has launched a line of do-it-yourself Pepsi and 7Up syrups for the at-home appliance in Canada, moving one-step closer to the ...


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