John Sicher
John Sicher
beverage gain general health people products responding trend wellness
People in general are responding to beverage products with health and wellness benefits. The trend is unmistakable and is going to gain traction in the years to come.
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Texas certainly has a cachet in other parts of the country.
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I think people have a growing interest in beverages which are lighter and have actual or perceived functional benefit. I think we've seen a decline in regular soft drinks for some time.
bottled certainly consumers deal five four great healthy huge interested last since water
I think certainly there's a certain set of American consumers interested in healthy beverages. Water is certainly a healthy beverage. There has been a great deal of bottled water, a huge proliferation in the last four or five years since it was bottled in convenience packaging.
category diet estimate regular soda surpass
We estimate that the diet category could actually surpass the regular soda category in about 12 to 15 years,
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The antitrust laws would make it hard for Coke and Pepsi to buy more carbonated soft drinks brands.
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These products are sold on function more than taste.
energy limited sold
This is more analogous to an energy drink. It is premium-priced and will be sold in limited packaging.
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The energy drink category came out of nowhere. It's been a pleasant surprise for the industry.
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The diet part of the industry is where the growth is, and these companies are now expanding their offerings of diet sodas.
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The carbonated soft drink category is fundamentally in trouble. I anticipate there will be some sporadic growth of a few regular brands and some diets, but the outlook doesn't look good for the category.