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CSDs at Retail: First-Quarter Pricing Gains Soar. Volume Dives

Private Label Surges as Most Top-10 Brand Shares Slide
May 10, 2023

Carbonated soft drinks pricing growth at retail accelerated during the first quarter of this year compared to full-year 2022, according to BD data. And the category’s volume decline deepened. Pricing in the quarter jumped almost...

Tables included:

U.S. CSDs at Retail by Company: Q1 2023 (Volume, Dollars, Pricing)

GREEN SHEETS included: Carbonated Soft Drinks: Q1 2023 Volume Sales and Carbonated Soft Drinks: Q1 2023 Dollar Sales


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Expo West Fertile Ground for Next Growth Trends

Vying for Attention: Functional Mocktails, Seaweed, Upcycling, Canned Sports Drink, Hard Honey
March 16, 2023

Natural Products Expo West was nearly back to pre-pandemic form this year with more than 3,000 exhibitors and 65,000 attendees. The show, held last week in Anaheim, California, hosts the vanguard of consumer health and wellness trends, mostly in packaged food and beverage. Had you been at Expo West in 1999, you would have seen bottled organic tea brand Honest in its infancy, a dozen years before Coca-Cola would eventually acquire the company in full from co-founder and fair trade tea evangelist Seth Goldman. While many brands at the show will fail, they often still represent trends that will one day go mainstream and generate meaningful growth, usually at premium pricing. As a result, Expo West is a magnet for strategic companies, private equity investors, distributors, and retailers looking for the next big trend or growth brand. With all of this in mind, BD walked the show floor — 10 football fields in size — for three days, spending most of that time in the “Hot Products” zones, where the smallest and newest companies exhibit. Here’s what caught our attention:


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BodyArmor Looks to Double Awareness, Become Household Brand, CMO Says

March Brings Investment Growth for Coke’s Sports Drink Brands, He Says
March 2, 2023

Bodyarmor-Powerade a ‘One-Two Punch’ Vs Gatorade With Two-Tier Pricing

BodyArmor leaders will look to double the brand’s awareness and make it a household name now that they have completed an integration with Coca-Cola’s Powerade, BodyArmor Sports Nutrition CMO Matt Dzamba told BD in an exclusive interview. “We can't just be a brand that athletes of the Nth degree understand,” he said of BodyArmor. “So we're widening the aperture and speaking to a broader audience, like gatekeepers and active adults.” He also said...


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New Keurig Dr Pepper Partner Tractor Beverage Sees Organic RTD in Future

Until Then, Brand Targets C-store Channel for Fountain Agua Fresca, Soda, Frozen Drinks
January 12, 2023

CEO Says Tractor ‘Not Looking to Get into Any Battle’ With Soda Giants. 

Tractor Beverage, the maker of organic, non-GMO bubbler drinks for fast-casual restaurant chains such as Chipotle, has its eye on the ready-to-drink beverage market as part of its new partnership with Keurig Dr Pepper, Tractor CEO Kevin Sherman told BD. Initial internal discussions could begin as early as this quarter, although a timetable for any RTD decision or launch..
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Coke Agrees to Share Profit From Alcohol Extensions With U.S. Bottlers

Deal Provides Compensation Levels Based on Extent of Bottler Brand Building
November 22, 2022

Deal Provides Compensation Levels Based on Extent of Bottler Brand Building.

Comes as Jack and Coke Launches in Mexico, Heads to U.S. Next Year.

 

Coca-Cola has agreed to compensate US bottlers for the extension of the company’s brands into the alcoholic beverage sector, BD has learned. The bottlers began signing agreements...


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BD Talks to Soft Drink Bottling Experts About Planning for Future. Soft Drink Prices 'Not Inelastic.'

Plus, Bottlers Should Consider Beer Distribution
November 9, 2022

Bottling executives within the US Coke and Pepsi soft drink systems have experienced a business environment during the past three years like no other in their tenures. A global pandemic shut down most fountain sales and drove consumers to retail, where a sudden sales spike stretched infrastructure and workforces. Then supply chain disruptions forced bottlers to...


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Electrolit’s New Global CEO Targets $1B in Shipment Revenue by 2024

Category Challenger to Evolve From ‘Great Product to a Lifestyle Brand’
September 7, 2022

Pisa Pharmaceuticals has hired former Red Bull marketer Christian Patiño Webb as CEO of the company’s Electrolit “instant hydration” business globally. He will be based in Houston and report to Pisa’s board of directors. His background in the consumer packaged goods industry includes...


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Closer Look: Air Up Promises “Scent-Flavored” Water

Spoiler: The PepsiCo-Backed ‘Retronasal Smell’ Technology Works
August 18, 2022

BD recently wrote about the U.S. launch of Air Up, the German maker of a refillable bottle that uses pods to flavor plain water by smell instead of taste. PepsiCo is an investor in the company, which describes its technology, based on a scientific concept called “retronasal smell,” this way: “The flavored air travels from your mouth up to your olfactory center, where it’s perceived as flavor.” From packaging to materials, Air Up embodies an assortment of beverage trends that resonate with Gen Z and Millennial consumers: Healthfulness, design, personalization, technology, and sustainability. To better understand the Air Up offering, BD bought and used the product, which the...


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Store Brand Soft Drinks Show Signs of Life as Inflation Persists

Meanwhile, Pepsi Faces Turbulence in Latest Soda Results at Retail
August 2, 2022
As consumers face unprecedented 40-year-high price inflation for everything from gas to groceries, beverage industry watchers have kept their eyes on an important canary in the coal mine for branded drinks – growth in private label offerings. When consumers’ bank accounts are pressured, they look to lower-priced store brands to stretch the grocery budget. This year had been different, as shoppers for many...
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2022 Concentrate Pricing for Major CSD Brands in U.S. Up as High as +8.0%

Pepsi Adds Mid-Year Hikes for Brisk Concentrate, and Finished Rockstar, Bang
June 7, 2022

Concentrate pricing for major soft drinks brands including Coca-Cola, Pepsi-Cola, and Dr Pepper rose in the US by between +6.4% and +8.0% in 2022 compared to 2021, according to pricing memos obtained by BD. Coca-Cola Classic, Diet Coke, Sprite, and Coke Zero Sugar rose...


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