The Breeze With Beverage Digest
The Breeze With Beverage Digest
Beverage Digest
Episode 33: The Beverage Consumer Reality Check
42 minutes Posted Jun 12, 2026 at 3:00 pm.
Welcome And Knicks Small Talk
Is The Consumer Actually Struggling
Why Energy Drinks Keep Growing
Soft Drink Pricing And Value Perception
Beverage Digest Newsletter And Resources
Can Coke Keep Price Mix Rolling
Bottler Costs Inflation And Retail Pushback
Protein Boom And What Sticks
Non Alcoholic Beer And Distribution Convergence
Final Takeaways And Sign Off
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42:16
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Show notes
Beverage Digest Editor & Publisher Duane Stanford and industry expert John Sicher bring Wall Street beverage analyst Kaumil Gajrawala of Jefferies into the room to separate consumer reality from consumer headlines. They pressure-test what “value” really means across today’s beverage aisle and dig into why energy drinks keep winning, how Coke’s price/mix strategy works, and where protein and non-alcoholic beer could steal the next occasion. Also: • How Jefferies tracks consumer healt...