John Sicher
John Sicher
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 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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Energy drinks are enjoying phenomenal growth and Hansen has done a terrific job with its brands.
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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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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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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.
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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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on and off. Some if it has been good. Some has been somewhat less than good.
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If in the real-estate business it's all about location, location, location, then in the beverage business it's all about distribution, distribution, distribution. Coke, Pepsi and Cadbury with their bottling networks can get into almost every venue in the country.
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Though not specifically part of management succession, this move, like Mary Minnick's promotion last year, elevates another strong executive and makes them both people to watch.
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With innovation and new product plans, it will be pretty intense next year.
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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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Few things this important are easy and the company and the bottlers are going to need to find a way to resolve the challenges of the new retail landscape.