The Breeze With Beverage Digest - podcast cover

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?”
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Episodes

Episode 24: Inside Beverage M&A From Multibillion-Dollar Acquisitions to Capital Infusions (Plus: Fermented Mare's Milk?)

Send us a text 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.

Jun 27, 202547 minSeason 1Ep. 24

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

Send us a text 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 carbona...

May 15, 202546 minSeason 1Ep. 23

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

Send us a text 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 corporate giants like Ford and DuPont in...

Mar 13, 202536 minSeason 1Ep. 22

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

Send us a text 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 amid declining CSD volumes, discuss th...

Feb 14, 202535 minSeason 1Ep. 21

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

Send us a text 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, BodyArmor, and PureCircle. This episode was recorded...

Jan 08, 202546 minSeason 1Ep. 20

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

Send us a text 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 the latest energy drink to be taken away...

Nov 04, 202433 minSeason 1Ep. 19

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

Send us a text 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....

Oct 07, 202433 minSeason 1Ep. 18

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

Send us a text 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.

Sep 03, 202441 minSeason 1Ep. 17

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

Send us a text 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.

Jul 25, 202438 minSeason 1Ep. 16

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

Send us a text 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.

Jun 24, 202434 minSeason 1Ep. 15

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

Send us a text 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?...

May 16, 202439 minSeason 1Ep. 14

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

Send us a text 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?

Apr 15, 202436 minSeason 1Ep. 13

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

Send us a text 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?

Mar 14, 202430 minSeason 1Ep. 12

Episode 11: Five Big Beverage Bets for 2024

Send us a text 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?

Feb 07, 202448 minSeason 1Ep. 11

Episode 10: The Most Intriguing Developments in Beverages

Send us a text 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....

Jan 02, 202451 minSeason 1Ep. 10

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

Send us a text 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 if so, how should they prepare? Listen ...

Oct 25, 202336 minSeason 1Ep. 9

Episode 8: Why Pepsi and Coke Are Ditching Conventional Wisdom

Send us a text 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 it, too. So what's going on? Duane Stan...

Sep 19, 202331 minSeason 1Ep. 8

Episode 7: Bang is Back

Send us a text 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 and industry expert John Sicher to discuss the ...

Aug 21, 202332 minSeason 1Ep. 7

Episode 6: The 'Why' Behind Consumer Behavior

Send us a text Today we talk with Sigi Hale, Principal Neuroscientist and Director of Research at market research and consulting firm Alpha-Diver. Sigi's work takes him deep into consumer behavior to understand why brand purchase decisions are made and how companies can act on that learning. Alpha-Diver, in partnership with Beverage Digest, just released the world's first ranking of beverage brands by consumer psychology. The Bev50 report and webinar are available for download here . During the ...

Jun 30, 202355 minSeason 1Ep. 6

Episode 5: Top Takeaways from a Wild Year in Beverages

Send us a text The results are in and 2022 held plenty of surprises in a beverage world still transitioning from a global pandemic and supply chain madness. In this episode, industry expert John Sicher joins Beverage Digest Editor and Publisher Duane Stanford to break down their top takeaways from the just-released 28th Edition of Beverage Digest’s Fact Book . The Fact Book captures performance results for the full non-alcoholic drinks market, not just what’s measured by store scanners. That inc...

May 18, 202334 minSeason 1Ep. 5

Episode 4: Pricing Coke and Pepsi in a Post-Pandemic World

Send us a text Today we chat with long-time industry expert and former Beverage Digest publisher John Sicher to discuss soda pricing power. The carbonated soft drink category is a significant value driver in the ready-to-drink refreshment beverage market. Products like Coca-Cola, Pepsi, and Dr Pepper are important to retailers in generating store traffic and contributing to overall profitability. We explore how the recent surprising period of pricing growth in the category has evolved and whethe...

Apr 13, 202330 minSeason 1Ep. 4

Episode 3: The Next Big Thing — Trendspotting at Expo West

Send us a text Our guest today is Matt Hughes , Vice President of Incubation for New Revenue Streams at Coca-Cola. Insiders might remember this unit as Venturing & Emerging Brands (VEB), of which Matt is a founding member. He has spent 30 years in the beverage industry, including as an entrepreneur. We talk to Matt about this month's Natural Products Expo West to compare notes on natural product trends , up-and-coming wellness brands, and what it takes to break through in a crowded sector de...

Mar 23, 202332 minSeason 1Ep. 3

Episode 2: Is Sprite Beatable?

Send us a text PepsiCo is starting from scratch and creating a brand new lemon-lime soda: Starry. After dominating the segment for thirty years, Sprite now has a new competitor. Do we have a legitimate lemon-lime war again? Duane Stanford invites beverage industry expert (and former Beverage Digest publisher) John Sicher to discuss the lemon-lime category's past, present and future.

Feb 25, 202328 minSeason 1Ep. 2

Episode 1: Is Gatorade Beatable?

Send us a text In the February 1, 2023 issue of Beverage Digest, we wrote about Powerade and its plans to challenge Gatorade’s long-standing supremacy. But this is no longer a two-horse race. Duane Stanford invites beverage industry expert (and former Beverage Digest publisher) John Sicher to discuss the sports drink category's past, present and future.

Feb 08, 202334 minSeason 1Ep. 1
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