Thu, Mar. 26, 2:57 PM
- Total soda volume in the U.S. fell for the 10th straight year, according to data from Beverage Digest.
- Volume at Coca-Cola (KO -0.2%) was down 1.1%, while PepsiCo (PEP +0.5%) volume declined 1.4%. Both soda giants offset the soda slide in part with sales in juices, smoothie, and flavored waters.
- Dr. Pepper (DPS +2.5%) volume was flat during the year.
- Monster Beverage (MNST +0.5%) bucked the trend with a 7% rise in volume.
- Total U.S. volume in the category was down 0.9%.
Thu, Mar. 26, 10:49 AM
- Stifel Nicolaus sees a bright future for the North American soft drink industry.
- The investment firm calls a comprehensive beverage agreement between Coca-Cola (KO -0.3%) and refranchisees a positive development that can lift price/mix realization across the sector.
- Market caps on beverage names don't reflect the implied pricing benefit, reasons Stifel.
- Cott (COT +2.6%) and Dr. Pepper Snapple (DPS +2.5%) are the two beverage companies most closely tied to Coke's pricing action.
- Previously: Dr. Pepper Snapple catches Stifel upgrade
Thu, Mar. 26, 7:04 AM
Tue, Mar. 24, 11:02 AM
- Beverage stocks break higher as some industry sales tracking is reported to be positive.
- The C-store channel has been vibrant for the sector recently.
- Strong gainers include Keurig Green Mountain (NASDAQ:GMCR) up 2.5% and Monster Beverage (NASDAQ:MNST) with a 2.3% increase.
- Small player Jones Soda (OTCQB:JSDA) is up 7% and Cott (NYSE:COT) continues its stellar 2015 run with a 2.2% rally.
- Even large soda sellers Pepsico (PEP +1.2%), Coca-Cola (KO +0.7%), and Dr. Pepper Snapple (DPS +0.7%) are ahead of broad market averages.
Tue, Mar. 10, 9:24 AM
- Burger King Worldwide (NYSE:QSR) has followed a fast-food trend of dropping soft drinks as a listed option for kids meals, reports USA Today.
- Though customers can still order as many soft drinks as they like, the trend to de-emphasize sodas with kids meals could have a marginal impact on sales for Coca-Cola (NYSE:KO), PepsiCo (NYSE:PEP), and Dr. Pepper Snapple (NYSE:DPS) over time.
- McDonald's has recently increased the exposure of Minute Maid juice products. Minute Maid is owned by Coca-Cola.
Sat, Feb. 14, 10:13 AM
- Craft soda is starting to become a trend to watch closely, according to industry insiders.
- Though still accounting for only ~1% of the total U.S. soda market, major retail chains have increasingly been willing to bet on local craft brands in store aisles.
- The craft craze is old news for the beer industry where coming-of-age millennials buy craft/local beers at a 50% higher rate than brand-loyal older generations. Fading stars such as Budweiser and Bud Light are testament to the impact of the millennial paradigm.
- The craft influence in coffee hasn't been lost on Starbucks which has strategically deployed trucks on college campuses in an effort to win over students.
- Despite the progressive reputation of Starbucks, analysts think new upstarts such as Craft (subscription) and Cups (app) have a shot of gaining influence with the Indie-minded millennial crowd on "customization" and pricing.
- What to watch: An increase in M&A activity in the beverage sector is expected as major companies strategically pick off more local craft brands to incubate.
- Craft beer watch: BUD, OTCPK:SBMRY, TAP, OTCQX:HEINY, SAM, BREW, STZ, OTC:BIBLF, OTCPK:BRBMF.
- Craft coffee watch: GMCR, SBUX, JVA, SJM, KRFT, DNKN, QSR, MCD.
- Craft soda watch: PEP, KO, MNST, COT, DPS, OTCQB:JSDA, REED, SODA, FIZZ.
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Thu, Feb. 12, 8:13 AM
Wed, Feb. 11, 5:30 PM
- AAP, AAWW, AB, ACOR, ANR, APA, AVP, BG, BWA, CAB, CCE, COR, CPLA, CS, CVE, DBD, DPS, FAF, FLO, GNC, HE, HERO, HIMX, HSP, IFF, INCY, JAH, K, LMNS, LNCE, LPNT, MANU, MDWD, MFA, MFC, MHFI, MINI, MPEL, MPW, NCI, NLSN, NNN, NRP, NWE, PDS, PNK, Q, RDN, RTIX, RWLK, RYN, SCOR, SHPG, SKYW, SNI, SON, SPW, STC, THS, TIME, TU, VG, VNTV, WD, WSO, WWAV, WWE
Thu, Feb. 5, 6:55 PM
- Along with a solid 17% dividend hike, Dr Pepper Snapple (NYSE:DPS) has authorized buybacks of an additional $1B in shares.
- The total authorizations come to $4B in repurchases; through Q3, the company bought back $2.7B in common stock.
- After losing 1.6% today, shares traded up 0.7% in post-close action.
Thu, Feb. 5, 5:04 PM
Wed, Jan. 7, 2:06 AM
- Keurig Green Mountain (NASDAQ:GMCR) has signed a deal with Dr Pepper Snapple (NYSE:DPS) to sell capsules that make its sodas in its planned cold-drink machine.
- The agreement gives Keurig Cold a serious edge over SodaStream (NASDAQ:SODA), as it now has two of the top three soda companies (the other one is Coca-Cola (NYSE:KO)) as partners for its new platform.
- Keurig expects to bring the new device to market in September.
- Previously: Green Mountain +38.3% AH in response to Coca-Cola deal (Feb. 05 2014)
Tue, Jan. 6, 4:16 PM
- GasBuddy.com projects gas prices will average $2.64 per gallon in 2015.
- Most economists see a boost in U.S. retail spending from the gas savings with the exception of regions highly dependent upon the energy industry.
- While some Q4 reports from restaurant chains and retailers may show a marginal lift in sales due to the drop in gas prices, insiders think quantifying the impact will be more art than science.
- The following sub-sectors have been tapped by analysts as potential under-the-radar beneficiaries of the gas price effect.
- C-stores:KR, CASY, PTRY, OTCPK:ANCUF, CST, MUSA.
- Theme parks: SIX, FUN, DIS, CMCSA, PLAY.
- Beverages: KO, PEP, COT, DPS, BUD, SAM, BREW, TAP, MNST.
Dec. 8, 2014, 2:20 PM
- Boulder Brands (NASDAQ:BDBD) says it's looking to invest in brands in the $1M to $10M range.
- EVP Duane Primozich sees a dynamic shift in beverage as new brands scale rapidly to fill niche categories with unexpectedly strong demand.
- "Crazy plays," says Primozich.
- Looking for the next break-through beverage fad? Primozoch mentions drinkable vinegar as a category that could grow.
- Large-cap companies (COT, DPS, KO, PEP) seem to have their head in the sand over innovation, bemoans Primozich.
- The comments were made during the company's presentation at the Beverage Entrepreneur & Innovation Conference (live stream).
Nov. 24, 2014, 3:43 PM
- Twenty-two spinoffs have been completed in 2014, the most in a decade, and another 28 have been announced. Among the catalysts are activist investors, so Credit Suisse screened for companies with multiple business segments, slow growth, and stocks trading for lower multiples than peers, in other words, "good, quality companies that are struggling to grow."
- The list is heavy on big media names like Time Warner (NYSE:TWX) and Twenty-First Century Fox (NASDAQ:FOXA), big tech like Oracle (NYSE:ORCL), Symantec (NASDAQ:SYMC), and IBM, and big industry like Lockheed Martin (NYSE:LMT), Ingersoll-Rand (NYSE:IR), and Raytheon (NYSE:RTN), but just two financial names - Travelers (NYSE:TRV) and Torchmark (NYSE:TMK).
- The rest: MO, CA, WU, DPS, PBI, SJM, HRS, SWK, EMR, WLP, MAT, GE, SNA, LLL, ITW, STJ, PDCO, HPQ, DLPH, HAS, NAVI, GME, CBS, JNJ, SLB.
DPS vs. ETF Alternatives
Dr Pepper Snapple Group Inc manufactures & distributes non-alcoholic beverages in the United States, Canada & Mexico. It products include carbonated soft drinks & non-carbonated beverages such as ready-to-drink teas, juice drinks, mixers & water.
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