Épisodes

  • Episode 30: Making Sense of State SNAP Soda Bans. How Should Coke, Pepsi, and Dr Pepper Respond?
    Jan 27 2026

    In today's Episode, Duane Stanford (Beverage Digest Editor & Publisher) and John Sicher (Industry Expert, Consultant) take a data-driven look at how new SNAP restrictions on soda and energy drinks will alter consumer behavior, retailer dynamics, and beverage brand strategy in the coming year. They weigh the policy’s equity questions, the sweetener debate, and the near-term playbook for affordability and channel shifts.

    • States adopting waivers and their SNAP participation rates
    • Inclusion of zero sugar and artificial sweeteners in bans
    • Price inflation impact and equity concerns for low-income households
    • RBC and Numerator data on cutbacks, switching, and store choice
    • Channel exposure across grocery, mass, dollar, club, and convenience
    • The Possible rise of private label and value packs
    • Affordability tactics: smaller packages and sharper price points
    • Policy test requirements and uncertain long-term outcomes


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    34 min
  • Episode 29: State of Play Going Into 2026
    Jan 6 2026

    Coca-Cola’s leadership change. PepsiCo’s post-activist playbook. KDP’s upcoming strategic re-organization. The commoditization of bottled and sparkling water. MAHA’s regulatory shakeup. Refocusing the consumer on sports drinks. As we start 2026, Duane Stanford and John Sicher dive into the hottest industry inflection points.

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    39 min
  • Episode 28: Soft Drink Fountain Food Fight and What it Means for Coke, Pepsi, and Dr Pepper
    Nov 13 2025

    Beverage Digest Editor & Publisher Duane Stanford and industry expert John Sicher are joined by Tim Harms, CEO of fountain soft drink deal negotiator Enliven, to break down the mystery behind exclusive beverage supply deals at restaurants. How are these deals constructed? How do brand portfolios influence decision making? They also explore what drives consumers in the fountain and food service channel: customization, modern beverages like Poppi, digital ordering, and more.

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    41 min
  • Episode 27: Alcohol is in Crisis. RBC's Nik Modi Knows Why
    Oct 6 2025

    Alcohol is under pressure—from shifting consumption trends and rising health concerns to a loss of marketing relevance. In today's Episode, RBC Capital Markets analyst Nik Modi joins Duane Stanford (Beverage Digest Editor & Publisher) and John Sicher (Industry Expert, Consultant) to unpack the causes behind the persistent sales decline across beer, wine, and spirits. Are the problems cyclical (the economy) or structural (people are simply drinking less)? What lessons can alcohol brands learn from soda’s decline and reckoning? What does this mean for companies like Coke and PepsiCo and their bottlers, which are looking for growth in the alcoholic beverage sector. And how will functionality, occasion-based marketing, and cross-category consolidation fit into the future? Modi makes a bold prediction on the latter.


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    49 min
  • Episode 26: Serve & Volley - Focused Strategy Plays at Pepsi, Dr Pepper, and Coke
    Sep 12 2025

    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 changes and what it means for the future of beverages.

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    52 min
  • Episode 25: Coke Threads the Cane Sugar Needle. C-stores and Energy’s Unstoppable Rise. Plus, Prebiotic Pepsi?
    Aug 1 2025

    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.

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    42 min
  • Episode 24: What's Next in Beverage M&A? Hints from PepsiCo-Poppi, Celsius-Alani Nu, and Spindrift-Gryphon. Banker Ross Colbert Joins Us
    Jun 27 2025

    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.

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    47 min
  • Episode 23: Sprite, Poppi, Alani Nu, BodyArmor. Unearthing Insights from BD's Fact Book 30th Edition
    May 15 2025

    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 to become America's third-ranked carbonated soft drink
    • PepsiCo has a long-term strategy as a "total beverage company" too
    • Functional refreshment drives growth in "gut sodas" like Poppy and Olipop
    • Energy drinks remain strong despite economic pressures due to functionality and flavor variety
    • Liquid refreshment beverage market shows bifurcated growth—water and energy drinks up
    • Sports drinks category puzzlingly weak despite functional benefits and strong brands
    • Coca-Cola implementing unified "sandwich strategy" with Body Armor and Powerade
    • Economic pressures and potential tariff impacts creating uncertain environment for beverage industry

    Visit our website to learn more about the Beverage Digest Fact Book, the Keurig Dr Pepper System Map Book, and subscribe to our digital newsletter for exclusive industry insights.

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    46 min