Episode 33: The Beverage Consumer Reality Check
Failed to add items
Add to basket failed.
Add to wishlist failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed
Episode 33: The Beverage Consumer Reality Check
-
Narrated by:
-
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.
Text us thoughts, questions, or topic suggestions.