Cola Giants May Lose Out on Global Soft Drinks Growth as Carbonates Declines in 2020

by February 20th, 2016

The Coca-Cola Company (TCCC) and PepsiCo recently held their analysts conference on Q4 2015 financial results. TCCC announced plans to refranchise and focus on brand building and marketing, whereas PepsiCo’s discussion of growth initiatives appeared a bit vague with little mention of the progress of the integration of the Power of One Strategy in the […]

PepsiCo’s FY2015 Lacklustre Results Suggest its Snacks Portfolio Could Benefit from a Yoghurt Brand

by February 20th, 2016

While PepsiCo’s reported net revenue decline of 5% “topped analysts’ expectations” in FY2015, the food arm of the business performed considerably worse than last year, with its Europe Sub-Saharan Africa division recording a 22% net revenue decline and its Asia, Middle East & North Africa division seeing a 4% fall in net revenue, a significant […]

Tea’s Health Halo Creates Opportunities for Carbonated RTD Tea to Grow

by October 21st, 2015

As consumers in many countries seek to reduce their consumption of carbonates, they are turning to other alternatives such as carbonated RTD tea and bottled water. Carbonated sodas are increasingly viewed as unhealthy because they typically contain artificial flavours, colourings or sweeteners, in addition to a high sugar and calorie content. While mindful of health […]

Global Outlook for Reduced Sugar Juice

by September 10th, 2015

The consumption of naturally healthy juice dominates HW juice in developed markets; reduced sugar variants take a small portion of sales. PepsiCo is primarily focused on its naturally healthy brand Tropicana with little development in the reduced sugar category. Lactalis is positioned far ahead of TCCC by retail value sales in Latin America. China and […]

Competitor Analytics: What Next after the “Great Fall of China” for Soft Drinks Multinationals?

by September 10th, 2015

China’s stock market slump has sent shockwaves across the globe, with the days of heady double-digit growth seemingly over. A prolonged economic slowdown in China would have some serious consequences that could check the tentative recoveries in the Western economies. In terms of GDP, China accounted for 28% of the rise in global output between […]