John Sicher
John Sicher
drinks energy enjoying growth job phenomenal terrific
Energy drinks are enjoying phenomenal growth and Hansen has done a terrific job with its brands.
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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.
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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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Turner is simply one of the best in the U.S. beverage business. Growing carbonated soft drinks today is a challenge, and Turner is very well equipped to do that with Big Red.
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But soft drinks sales overall are holding up well. If you're looking at the first-quarter U.S. volume growth this year for both Coca-Cola and PepsiCo, it's important to consider that other factors were at play including bad weather and anti-U.S. sentiment around the world.
bad both consider drinks factors growth holding including looking overall sales sentiment soft volume weather year
But soft drinks sales overall are holding up well, ... If you're looking at the first-quarter U.S. volume growth this year for both Coca-Cola and PepsiCo, it's important to consider that other factors were at play including bad weather and anti-U.S. sentiment around the world.
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Traditional carbonated soft drinks have got a tough road ahead. The migration to water and sports drinks and other noncarbonated drinks seems to be permanent.
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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.
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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 sale of sugar-carbonated sodas in schools is a tiny, tiny part of their overall volume. The impact is more in terms of responsibility and accountability to the consumer.
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Quaker Oats' grain-based snacks could show real growth within the Frito-Lay marketing and distribution system,
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Between Coke and Pepsi, Coke's innovation pipeline was stronger in carbonated soft drinks. That made the difference. But fundamentally, both these companies need to be moving in the noncarbonated direction.
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We estimate that the diet category could actually surpass the regular soda category in about 12 to 15 years,
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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.