John Sicher
John Sicher
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.
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.
biggest diet growth last trend year
The biggest trend last year was the accelerated growth of the diet sodas,
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Summer is the highest-volume period of the year for the beverage industry. But it's not just the new products that will get the attention. The promotions and advertising are also very important for both companies.
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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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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 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.