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Episode 33: The Beverage Consumer Reality Check
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Episode 33: The Beverage Consumer Reality Check
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Narrated by:
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Written by:
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 health using delinquencies, auto loans, and payment data
• Why “the consumer is weak” becomes an easy excuse for poor portfolio performance
• Value equation vs affordability, and why breaking trust on price is hard to fix
• The ladder behind energy drink growth: new consumers, new occasions, foodservice, and innovation
• Why energy looks cheaper versus coffee over the last five years
• Why carbonated soft drinks handle price-per-ounce variation better than most categories
• What revenue growth management changes mean for Coca-Cola and bottlers...and more.
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