The Breeze With Beverage Digest
The Breeze With Beverage Digest
Beverage Digest
Episode 35: Future Proofing Coca-Cola, PepsiCo, and Keurig Dr Pepper
49 minutes Posted Sep 3, 2026 at 6:00 pm.
Welcome And Industry Context
Hemp THC Drinks And Regulation
Setting The Midyear Data Baseline
Energy Drinks Surge And Brand Shakeups
Sports Drinks Rebound Led By Gatorade
Tea Struggles And Coffee Stabilizes
LRB Declines And Pricing Fragility
Quarterly Pressure Versus Long-Term Survival
Missed Energy Bets And The Next Frontier
PepsiCo Snacks Versus Beverages Debate
Closing And How To Follow
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Show notes
What happens to the U.S. beverage industry when the big categories can’t count on easy growth, and pricing becomes the only lever left to pull? Are the major companies positioning themselves for future growth? In this episode of The Breeze, Duane and John zoom out to a big strategic question for Coca-Cola, PepsiCo, and Keurig Dr Pepper. If liquid refreshment beverages are flat to down, how do these companies avoid missing the next energy drink-style wave, whether it’s gut hea...