Beverages
Commercial intelligence for the Beverages category. Latest news, outlooks across countries, top brands, vendors active in the space, and opinion pieces from senior practitioners.
Recent signals
All news →- Portfolio
Suja Founder Bets on Protein Soda as Next Beverage Category
Jeff Church, who built Suja Juice into a $100m+ brand, launches Proda with 10g of whey protein isolate per can and zero sugar to capture an emerging category at the intersection of soda and functional nutrition.
BeverageDaily · 1d ago - Consumer trends
GLP-1 Users Show Low Long-Term Adherence Despite Growth
More than half of users stop the drugs within a year, and obesity rates have not improved since GLP-1 use expanded, forcing CPG makers to rethink product strategy around protein, fiber, and flavor.
Food Business News · 1d ago - Consumer trends
Gas prices dent McDonald's low-income traffic
Rising fuel costs are offsetting gains from McDonald's new value menu, with low-income customers bearing the brunt of inflation pressures.
Food Business News · 2d ago - Pricing
FMCG Giants Begin Price Pushes Across Soaps, Biscuits, Beverages
Rising crude oil costs, packaging inflation, and supply chain strain are forcing companies to raise prices or shrink packs, with some executives signaling more increases ahead.
The Financial Express · 2d ago - Consumer trends
Color Shift to Natural Dyes Hinges on Flavor and Price
New research shows consumers prioritize taste above color in buying decisions, but worry price increases will follow reformulation to natural ingredients.
Food Business News · 2d ago - Consumer trends
FMCG stocks recover on demand stabilization signs
Indian fast-moving consumer goods stocks are staging a comeback as consumption stabilizes and companies adjust guidance upward, though input cost pressures remain a risk.
Livemint · 2d ago - Pricing
Iran war inflates packaging costs, forcing FMCG price hikes
Crude-linked raw materials have jumped 60 to 70 percent since the Iran war began, pushing Indian consumer goods firms to raise prices and cut pack sizes in June.
The Financial Express · 3d ago - Pricing
FMCG Giants Signal New Round of Price Increases
Leading Indian consumer goods makers are preparing fresh price hikes on soaps, detergents, biscuits, and beverages to offset inflation from crude oil, packaging costs, and geopolitical disruptions.
The Hindu · 3d ago
Company analysis tagged beverages
All companies →- Unilever
Unilever Recent Earnings: What the Latest Numbers Signal for Commercial Teams
Unilever's filings covering Q1 and Q2 2026 and full-year 2025 are now on record, but source fetch failures mean specific numbers must be treated with caution until IR data is confirmed.
- Unilever
Unilever's Marketing Spend Shift: Brand Building, Influencer Plays, and the Move Toward Performance
Unilever is redirecting marketing investment toward brand-building and functional innovation, with the Pure Leaf Mental Focus launch signalling where its joint-venture spend is moving in 2026.
- PepsiCo
PepsiCo Leadership and Strategy: What the Signals Say Right Now
PepsiCo's available SEC filings and recent trade signals shed limited direct light on C-suite changes, but the signals that do exist point toward a company managing cost pressure and portfolio bets simultaneously.
- PepsiCo
PepsiCo Q1 2026 Earnings: What the Filing Signals for Price, Volume, and the Road Ahead
PepsiCo's Q1 2026 10-Q and April 8-K land as the Iran conflict adds fresh inflationary pressure, putting the company's price-versus-volume balancing act back in the spotlight for commercial teams.
- PepsiCo
PepsiCo Supply-Chain Moves: What the Latest Filings and Product Signals Reveal
From refrigerated aisle expansion to functional beverage logistics, PepsiCo's supply-chain choices in early 2026 reflect a company trading short-term cost efficiency for longer-term category reach.
- Unilever
Unilever's M&A Moves: What Recent Acquisitions and Divestitures Signal
Unilever is reshaping its portfolio through targeted deals and disposals, with the Pepsi Lipton Partnership and the Suave divestiture marking the clearest signals of its strategic direction.
Opinion
All opinion →- op-ed
Deep Promotions Reset Price Anchors Faster Than a List Price Rise
Sustained promotional depth above 30 percent on traded SKUs destroys the shopper's sense of what your product is worth, and the damage takes longer to undo than even an aggressive price increase would.
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