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  • Episode 27: Alcohol is Free Falling. RBC's Nik Modi Knows Why
    2025/10/06

    Alcohol is under pressure—from shifting consumption trends and rising health concerns to a loss of marketing relevance. In today's Episode, RBC Capital Markets analyst Nik Modi joins Duane Stanford (Beverage Digest Editor & Publisher) and John Sicher (Industry Expert, Consultant) to unpack the causes behind the persistent sales decline across beer, wine, and spirits. Are the problems cyclical (the economy) or structural (people are simply drinking less)? What lessons can alcohol brands learn from soda’s decline and reckoning? What does this mean for companies like Coke and PepsiCo and their bottlers, which are looking for growth in the alcoholic beverage sector. And how will functional beverages, occasion-based marketing, and cross-category consolidation fit into the future? Modi makes a bold prediction on the latter.


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    49 分
  • Episode 26: Serve & Volley - Focused Strategy Plays at Pepsi, Dr Pepper, and Coke
    2025/09/12

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    Beverage Digest Editor & Publisher Duane Stanford and industry expert & regular podcast contributor John Sicher discuss the avalanche of news from the past few weeks – from PepsiCo's and Keurig Dr Pepper’s strategic shifts to Coca-Cola's potential sale of Costa Coffee. This episode unpacks the strategies at play that could create new focus within the U.S. beverage industry. Discover how these industry giants are navigating market changes and what it means for the future of beverages.

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    52 分
  • Episode 25: Coke Threads the Cane Sugar Needle. C-stores and Energy’s Unstoppable Rise. Plus, Prebiotic Pepsi?
    2025/08/01

    Beverage Digest Editor & Publisher Duane Stanford and industry expert & regular podcast contributor John Sicher tackle three big topics today. Duane and John ponder new sugary Coke innovation coaxed by President Donald Trump. They also assess convenience store traffic and what it means for the seemingly unstoppable rise of the U.S. energy drink category. And finally, Pepsi announced a new prebiotic cola, right after acquiring Poppi.

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    42 分
  • Episode 24: What's Next in Beverage M&A? Hints from PepsiCo-Poppi, Celsius-Alani Nu, and Spindrift-Gryphon. Banker Ross Colbert Joins Us
    2025/06/27

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    Beverage Digest Editor & Publisher Duane Stanford and industry expert & regular podcast contributor John Sicher are joined by Ross Colbert - Managing Director of food & beverage investment banking for Carter Morse & Goodrich. They discuss M&A strategy, acquisitions, and changing business models for 2025 and beyond.

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    47 分
  • Episode 23: Sprite, Poppi, Alani Nu, BodyArmor. Unearthing Insights from BD's Fact Book 30th Edition
    2025/05/15

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    Beverage industry veterans Duane Stanford and John Sicher analyze the latest trends revealed in the Beverage Digest Fact Book, discussing the surprising rise of Sprite over Pepsi and the continued dominance of functional beverages.

    • Non-alcoholic beers gaining mainstream acceptance as daytime alternatives to diet sodas
    • THC beverages operating in regulatory "Wild West" environment likely to face increased scrutiny
    • Sprite overtakes Pepsi to become America's third-ranked carbonated soft drink
    • PepsiCo has a long-term strategy as a "total beverage company" too
    • Functional refreshment drives growth in "gut sodas" like Poppy and Olipop
    • Energy drinks remain strong despite economic pressures due to functionality and flavor variety
    • Liquid refreshment beverage market shows bifurcated growth—water and energy drinks up
    • Sports drinks category puzzlingly weak despite functional benefits and strong brands
    • Coca-Cola implementing unified "sandwich strategy" with Body Armor and Powerade
    • Economic pressures and potential tariff impacts creating uncertain environment for beverage industry

    Visit our website to learn more about the Beverage Digest Fact Book, the Keurig Dr Pepper System Map Book, and subscribe to our digital newsletter for exclusive industry insights.

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    46 分
  • Episode 22: Monster, Celsius, C4 and the Energy Drink Pioneer Who Fears No Challengers
    2025/03/13

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    Beverage Digest Editor & Publisher Duane Stanford and industry expert & regular podcast contributor John Sicher discuss Rodney Sacks’ announced retirement as CEO of Monster Beverage. When Rodney Sacks and Hilton Schlosberg spotted the emerging energy drink trend in the early 2000s, few could have predicted they'd build a $53 billion global empire. Yet that's exactly what they did with Monster Energy, creating a brand that now rivals corporate giants like Ford and DuPont in market value.

    The announcement of Sacks' upcoming retirement as Co-CEO (transitioning to chairman until 2026) marks a pivotal moment in beverage industry history. His legacy? Transforming a small juice company into a dominant force commanding 35% of the US energy drink market, with 35 brands sold in 159 countries and $7.5 billion in annual revenue.

    As leadership transitions to Schlosberg amid a flurry of industry consolidation (Celsius acquiring Alani Nu, Ghost Energy joining Keurig Dr Pepper), Monster's future success will depend on maintaining the competitive edge and strategic discipline that defined the Sacks era while adapting to an increasingly crowded marketplace.

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    36 分
  • Episode 21: Unpacking Dr Pepper's Journey from Regional Obsession to National Star
    2025/02/14

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    Today, Beverage Digest Editor & Publisher Duane Stanford and industry expert & regular podcast contributor John Sicher discuss the remarkable journey of Dr Pepper – a brand that has thrived in today's demanding carbonated soft drink landscape. Through strategic marketing, innovation, and understanding consumer trends, Dr Pepper has positioned itself as a key player in the category. Duane and John offer insights into the brand's growth amid declining CSD volumes, discuss the importance of bottler relationships and KDP's distribution strategy, and explore the brand's effective use of limited-time offerings and social media trends.

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    35 分
  • Episode 20: Five Story Lines for a Make or Break 2025
    2025/01/08

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    To kick off the new year, Duane and John talk beverage industry trends and expectations for 2025 - including pricing power, the energy category, and the US beverage bottling landscape.

    Duane Stanford is the Editor & Publisher of Beverage Digest, the leading beverage industry news and data publication.

    John Sicher is the former editor and publisher of Beverage Digest, who has since consulted for companies including Coca-Cola, BodyArmor, and PureCircle.

    This episode was recorded on January 6, 2025.

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    46 分