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Briefs

BodyArmor Rebirth, McDonald's Sales Slide, Alani Nu Hits $1B, Albertsons Pushback on Tariff Hikes, Paper Wine Bottles, and More
May 1, 2025
A collection of recent developments from around the industry to keep you up to speed...
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Classic Coke Posts Sudden Decline As False Claims Spur Hispanic Boycott. Hoax Follows Solid 2024 Performance for CSD Category, Coke

Meanwhile, PepsiCo CEO Seems to Close Door on US Beverage Refranchising
March 11, 2025

Brand Coca-Cola posted a surprising sudden decline at US retail in the four weeks ending Feb. 23, according to multi-channel Circana data published by Evercore ISI. The drop coincides with social media calls for a boycott of the brand among Hispanic consumers. The boycott appears to have...


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Coke to Launch Simply Pop Prebiotic Soda This Month

Introduction Comes as Segment Leaders Poppi and Olipop Spark Modern Soda Wars
February 18, 2025

Coca-Cola is forging into the fast-growing gut soda segment using its Simply juice brand, opting to go head-to-head with market leaders Poppi and Olipop instead of acquiring one of them. The prebiotic functional soda offering, called Simply Pop, will begin reaching...


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Coca-Cola Concentrates to Bottlers Up +4.0% for 2025. Pepsi, Dr Pepper Up +3.5%

Some Gatorade Packages Up +6.3%
February 4, 2025

Concentrate list pricing for flagship Coca-Cola, Diet Coke, Sprite, Coca-Cola Zero Sugar and other carbonated soft drinks produced by US Coke bottlers rose...


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Energy Drinks: Monster, Red Bull Underperform U.S. Category in Nine-Month Data

Category Continued to Soften
November 7, 2024

Celsius Takes Revenue Hit. KDP-Aligned C4 and Soon-to-Be-Owned Ghost Outperform.

Molson Coors Now Controls Zoa. Alani Nu Breaks Out.

US Energy drink leaders Monster and Red Bull underperformed the category at retail for the first nine months of this year, according to BD data. Monster posted a -1.9% volume decline and a -1.6% dollar decline. Red Bull volume sales fell -3.8% as dollar sales grew +2.8%. The two brands, which make up more than half of category volume, lagged a US energy category that posted volume and dollar sales


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Cover

Q&A: Celsius CEO Says Pressured Energy Consumers Aren’t Fleeing Category

While Consumers Spending Less, Category Still Delivers Value, John Fieldly Says
September 19, 2024

Brand Looks to Help C-Stores Attract Traffic.

As PepsiCo Partner, Fieldly Sees ‘Massive’ Foodservice Opportunity.

While Even ’More Optimistic’ on International Expansion, Will Remain ‘Methodical.’

No. 3 energy drink maker Celsius hasn’t been immune to the intensifying slowdown this year in the US energy drink market. The company’s volume and dollar sales growth rates that were in the


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Cover

Q&A: Olipop CEO Goodwin on Road to $1B

Co-founder Sees Broader Functional Platform for Olipop. Convenience Channel Next Stage to Prove ‘Big Tent’ Success
September 5, 2024

With gut health soda Olipop projecting $500 million in revenue this year, it’s no wonder the company has been the subject of takeover speculation, along with challenger Poppi. The premium functional brands, which promise to support digestive health with the inclusion of prebiotic fiber, have both notched growth rates in the +160% range in recent weeks, according to Nielsen data from Goldman Sachs. Both Olipop and Poppi position themselves as an alternative to traditional carbonated soft drinks, but at a much higher


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PepsiCo’s Q2 Snack Performance Stirs Concern Over Consumer Sentiment

Frito-Lay Noise Masks Improving PBNA Trends, However
July 16, 2024

Exec Says PBNA Focus is Total Beverage Portfolio and Profitability.

PepsiCo’s noisy second-quarter earnings report driven by Frito-Lay underperformance overshadowed an improved trend at PepsiCo Beverages North America (PBNA). On July 11, PepsiCo reported organic sales and volume performance that fell short...


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Briefs: June 20, 2024

Coca-Cola, Sparkling Ice, LaCroix
June 20, 2024
A collection of recent developments from around the industry to keep you up to speed...
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Analysis: Monster Beverage’s Succession Plan. Coke Swire's Gehring Enters as CGO

Gehring Joins List of Possible CEO Successors at Iconic Energy Drink Company
June 20, 2024

Monster Beverage’s announcement last week that the company had appointed Swire Coca-Cola USA President and CEO Rob Gehring as chief growth officer is the latest signal that a significant management succession is underway at one of the world’s largest...


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