The Breeze With Beverage Digest

Beverage Digest Editor & Publisher Duane Stanford talks shop: news of the day, interesting competitive trends, new products and categories. He brings you into the kinds of conversations that we have here every day at Beverage Digest. To dissect what’s happening, connect dots, and ask the most important question: “What does this mean?”

Episode 26: Serve & Volley - Focused Strategy Plays at Pepsi, Dr Pepper, and Coke

Text us thoughts, questions, or topic suggestions. Beverage Digest Editor & Publisher Duane Stanford and industry expert & regular podcast contributor John Sicher discuss the avalanche of news from the past few weeks – from PepsiCo's and Keurig Dr Pepper’s strategic shifts to Coca-Cola's potential sale of Costa Coffee. This episode unpacks the strategies at play that could create new focus within the U.S. beverage industry. Discover how these industry giants are navigating market chan...

09-12
52:15

Episode 25: Coke Threads the Cane Sugar Needle. C-stores and Energy’s Unstoppable Rise. Plus, Prebiotic Pepsi?

Text us thoughts, questions, or topic suggestions. Beverage Digest Editor & Publisher Duane Stanford and industry expert & regular podcast contributor John Sicher tackle three big topics today. Duane and John ponder new sugary Coke innovation coaxed by President Donald Trump. They also assess convenience store traffic and what it means for the seemingly unstoppable rise of the U.S. energy drink category. And finally, Pepsi announced a new prebiotic cola, right after acquiring Poppi.

08-01
42:04

Episode 24: What's Next in Beverage M&A? Hints from PepsiCo-Poppi, Celsius-Alani Nu, and Spindrift-Gryphon. Banker Ross Colbert Joins Us

Text us thoughts, questions, or topic suggestions. Beverage Digest Editor & Publisher Duane Stanford and industry expert & regular podcast contributor John Sicher are joined by Ross Colbert - Managing Director of food & beverage investment banking for Carter Morse & Goodrich. They discuss M&A strategy, acquisitions, and changing business models for 2025 and beyond.

06-27
46:56

Episode 23: Sprite, Poppi, Alani Nu, BodyArmor. Unearthing Insights from BD's Fact Book 30th Edition

Text us thoughts, questions, or topic suggestions. Beverage industry veterans Duane Stanford and John Sicher analyze the latest trends revealed in the Beverage Digest Fact Book, discussing the surprising rise of Sprite over Pepsi and the continued dominance of functional beverages. • Non-alcoholic beers gaining mainstream acceptance as daytime alternatives to diet sodas • THC beverages operating in regulatory "Wild West" environment likely to face increased scrutiny • Sprite overtakes Pepsi ...

05-15
46:14

Episode 22: Monster, Celsius, C4 and the Energy Drink Pioneer Who Fears No Challengers

Text us thoughts, questions, or topic suggestions. Beverage Digest Editor & Publisher Duane Stanford and industry expert & regular podcast contributor John Sicher discuss Rodney Sacks’ announced retirement as CEO of Monster Beverage. When Rodney Sacks and Hilton Schlosberg spotted the emerging energy drink trend in the early 2000s, few could have predicted they'd build a $53 billion global empire. Yet that's exactly what they did with Monster Energy, creating a brand that now rivals c...

03-13
35:48

Episode 21: Unpacking Dr Pepper's Journey from Regional Obsession to National Star

Text us thoughts, questions, or topic suggestions. Today, Beverage Digest Editor & Publisher Duane Stanford and industry expert & regular podcast contributor John Sicher discuss the remarkable journey of Dr Pepper – a brand that has thrived in today's demanding carbonated soft drink landscape. Through strategic marketing, innovation, and understanding consumer trends, Dr Pepper has positioned itself as a key player in the category. Duane and John offer insights into the brand's growth...

02-14
35:29

Episode 20: Five Story Lines for a Make or Break 2025

Text us thoughts, questions, or topic suggestions. To kick off the new year, Duane and John talk beverage industry trends and expectations for 2025 - including pricing power, the energy category, and the US beverage bottling landscape. Duane Stanford is the Editor & Publisher of Beverage Digest, the leading beverage industry news and data publication. John Sicher is the former editor and publisher of Beverage Digest, who has since consulted for companies including Coca-Cola, BodyA...

01-08
46:00

Episode 19: KDP’s Ghost Gambit, Bang Founder’s Ai Reboot, and the Big Energy Squeeze

Text us thoughts, questions, or topic suggestions. Beverage Digest Editor & Publisher Duane Stanford and industry expert & regular podcast contributor John Sicher discuss a wild October in the energy drinks sector. Bang founder and former CEO Jack Owoc announced he is getting back into the energy game following the collapse of Bang. His new product is called Ai Energy. Then, Keurig Dr Pepper announced it was buying Ghost Energy and taking it out of the Anheuser-Busch system. This is ...

11-04
33:12

Episode 18: Who is Positioned to Win? An Industry Report Card

Text us thoughts, questions, or topic suggestions. Beverage Digest Editor & Publisher Duane Stanford and industry expert & regular podcast contributor John Sicher dive into the most recent beverage category performance data to see what it tells them about brands, consumers, and the retail environment. Will promotions need to be ramped up to spur volume sales? Is product diversification cannibalizing core brands? Drop in on their conversation.

10-07
33:12

Episode 17: Prime, Gatorade, BodyArmor and the Sports Slump

Text us thoughts, questions, or topic suggestions. After the rapid sales decline of Congo Brands' influencer-driven Prime Hydration this year, Beverage Digest Editor & Publisher Duane Stanford and industry expert John Sicher dig into the brand's boom-splat storyline to assess what this means for a slumping U.S. sports drink category.

09-03
40:35

Episode 16: Poppi and Our "Gut Feeling" About Permissible Sodas

Text us thoughts, questions, or topic suggestions. Beverage Digest Editor & Publisher Duane Stanford chats with industry expert & The Breeze contributor John Sicher about the future of prebiotic sodas, how health and wellness soft drinks fit into the broader packaged beverage sector, and whether these products present a growth opportunity for soda makers like Coke, PepsiCo, and Keurig Dr Pepper.

07-25
38:00

Episode 15: Twenty-year 'Startup' Monster Faces Energy Drink Turbulence

Text us thoughts, questions, or topic suggestions. Is the energy drink market truly slowing down? In Episode 15 of The Breeze, industry expert John Sicher joins Beverage Digest Editor and Publisher Duane Stanford to analyze recent performance data showing rocky performance this year for the energy drink category at retail, as well as Monster Beverage's recent leadership transition announcement.

06-24
33:34

Episode 14: Keurig Dr Pepper’s Seismic Shift and What it Means for the Coke and Pepsi Systems

Text us thoughts, questions, or topic suggestions. Beverage Digest’s Duane Stanford and The Breeze contributor John Sicher hash through the strategy and consequences behind Keurig Dr Pepper’s decision to take back Dr Pepper franchise territory from Reyes Coca-Cola in California and Nevada. Will KDP take more Dr Pepper territory from Coke, or even Pepsi? Are there implications for the nagging question of whether PepsiCo should refranchise its U.S. bottling system?

05-16
38:31

Episode 13: Is Disney's Marvel the Answer for Coke?

Text us thoughts, questions, or topic suggestions. In today's episode, industry expert John Sicher joins Beverage Digest Editor and Publisher Duane Stanford to explore the recent shift in Coca-Cola's and PepsiCo's soft drink marketing strategies, exemplified by platforms like Coke Creations. What's going on and will it work?

04-15
36:05

Episode 12: Walmart, Dasani, Aquafina and the Changing Business of Bottled Water

Text us thoughts, questions, or topic suggestions. In today's episode, industry expert John Sicher joins Beverage Digest Editor and Publisher Duane Stanford to explore the evolution of the purified bottled water category. As Coke and Pepsi shift their casepack water strategies away from DSD at Walmart, what lies ahead for the category?

03-14
29:58

Episode 11: Five Big Beverage Bets for 2024

Text us thoughts, questions, or topic suggestions. In today's episode, Beverage Digest Editor & Publisher Duane Stanford and industry expert John Sicher tackle five predictions for the upcoming year that range from alcohol to acquisitions. They dive into some of the year's most intriguing themes and, as always, ask the most important question: what does this mean?

02-07
48:01

Episode 10: The Most Intriguing Developments in Beverages

Text us thoughts, questions, or topic suggestions. Duane Stanford and John Sicher recap and analyze the most intriguing and unexpected developments in beverages from 2023, including the great alcohol crossover, cannabis regulation, the creator economy, BodyArmor’s journey, Bang Energy's fall and rebirth, surprising soda pricing results, and more. Companies covered include Coca-Cola, PepsiCo, Keurig Dr Pepper, Athletic Brewing, Bang Energy, Prime Hydration, and many more.

01-02
51:26

Episode 9: What's Next for Coke and Pepsi Pricing?

Text us thoughts, questions, or topic suggestions. In today's episode, industry expert John Sicher joins Beverage Digest Editor and Publisher Duane Stanford to break down Tuesday's Coca-Cola earnings report, and PepsiCo's results earlier this month. Industry insiders have been surprised by the resilience of soft drink volume sales given the fast pace of rising prices. As pricing returns to normal, what does this mean for beverage makers? Can they stoke demand? Will "the other shoe drop," and ...

10-25
35:30

Episode 8: Why Pepsi and Coke Are Ditching Conventional Wisdom

Text us thoughts, questions, or topic suggestions. PepsiCo's announced investment in online grocery delivery service Instacart begs a question: Isn’t PepsiCo essentially competing now against some of its most important retail customers? Take Walmart, for example, which is aggressively expanding an online grocery delivery business of its own. There was a time when such a customer conflict would have been avoided. But PepsiCo isn't alone in tossing conventional wisdom these days. Coke is doing ...

09-19
30:58

Episode 7: Bang is Back

Text us thoughts, questions, or topic suggestions. Bang Energy went from boom to bust within just five years. After mounting a successful challenge to the supremacy of Monster and Red Bull and capturing the attention of PepsiCo, Bang unraveled and went bankrupt. Now in the hands of archrival Monster and its distribution partner Coca-Cola, will Bang rise again? New challengers like Celsius may have something to say about that question. Duane Stanford invites regular Breeze contributor an...

08-21
31:41

Recommend Channels