Coca-Cola
Coca-Cola Makes a Political Statement with Presidential Diet Coke Gift To Trump
Coca-Cola’s Chairman James Quincey presented Donald Trump with the first-ever Presidential Commemorative Inaugural Diet Coke bottle, sparking online discussions about the brand’s evolving relationship with political figures. The presentation, held at Mar-a-Lago, highlighted a symbolic moment, given Coca-Cola’s past criticism of Trump’s policies, including its stance against voter ID laws in 2021. The gift, well-received by Trump’s supporters, appears to signal a shift toward rebuilding ties with conservative audiences. However, critics pointed out the company’s earlier condemnation of the January 6 Capitol riot, raising questions about consistency in its public stances.
Coca-Cola Pushes AI-Driven Ads, Bringing Efficiency, Innovation, and Ethical Challenges
Coca-Cola is increasingly using AI in its advertising with personalized marketing on an unprecedented scale, such as its AI-enhanced remake of its iconic “The Holidays are Coming” ad demonstrating the potential for efficiency and creativity. AI can bring many benefits, such as actionable insights, predicting conversion rates and optimizing engagement through tailored messaging with unlimited customized email iterations. Nearly 70% of global ad spend is now influenced by AI but 80% of multinationals express unease about its use, with ethical concerns about transparency and possible impact on consumer trust.
Keurig Dr Pepper
KDP Restructures Leadership to Drive Energy Drinks Growth
Keurig Dr Pepper (KDP) is strengthening its focus on the energy drinks market with Justin Whitmore, formerly chief strategy officer, being appointed president of KDP Energy, a newly created role. He will oversee operations, sales, and marketing for the energy portfolio, which generates over $1 billion in annual retail sales. KDP's move reflects its ambitions to expand in the lucrative energy drinks sector, following its $1 billion acquisition of Ghost Energy in October and its $863 million investment for a 30% stake in Nutrabolt in late 2022.
Other Companies
Safety Shot Acquires Plant-Based Energy Brand Yerbaé
Safety Shot, a U.S. wellness and dietary supplement company, announced its acquisition of Yerbaé Brands, a plant-based energy drink company, in a deal valued at $19.7 million. The agreement will see Yerbaé shareholders receive 20 million shares of Safety Shot stock, giving them a 24.2% stake in the combined entity, while Safety Shot retains 75.8%. Founded in 2017, Yerbaé generated $12 million in revenue in 2023 with a strong distribution network and a focus on plant-based ingredients. Safety Shot plans to leverage Yerbaé’s network to enhance its market presence in the U.S. and Canada, while also achieving cost efficiencies in administration and supply chain operations. Safety Shot Chairman John Gulyas sees the deal as a “significant revenue catalyst,” and projects Q4 revenue growth of 50% over Q3.
Mogu Mogu Expands UK Supermarket Presence Following Viral Success
Mogu Mogu, the “chewable” soft drink featuring nata de coco pieces, is building on its strong 2024 performance with over 400 new supermarket listings across the UK. This expansion takes the brand’s total distribution in major chains to over 1,250 outlets, including in Morrisons and a doubled footprint in Sainsbury’s Local stores. Known for its unique “Sip, Chew, Feel” experience from small pieces of chewable fermented coconut, Mogu Mogu is available in 17 flavors and saw a 48.2% sales increase in 2024, earning it the 18th spot among the nation’s top 20 best-selling juices and smoothies.
Beibingyang’s Journey from Legacy Brand to Modern Icon
Once a household name in Beijing, Beibingyang’s orange soda faced near extinction in the 1990s due to fierce competition. However, its 2011 revival by Beijing Yiqing Holding Co. turned it into a symbol of homegrown pride. By sticking to its original recipe—made with natural “Dahongpao” tangerine juice—and modernizing its branding, Beibingyang quickly regained consumer loyalty. The soda’s natural ingredients, nostalgic packaging, and eco-friendly glass bottles have resonated with consumers, driving over 40% annual revenue growth since 2023. This resurgence aligns with a broader trend of Chinese consumers embracing traditional brands that reflect national pride and authenticity.
AG Barr Expands Rubicon RAW Line with New Flavors
AG Barr is adding two limited-edition flavors, Berry & Grape and Peach & Apricot, to its Rubicon RAW Big Can energy drinks range. Launching on February 1, the 500ml cans will be priced at £1.19 and aim to capitalize on growing demand for mixed-flavor energy drinks. Consumer research shows strong interest, with 85% of shoppers expressing willingness to purchase. Backed by a £1.5 million marketing campaign, AG Barr is making its largest brand investment to date, with influencer partnerships, social media promotions, and product sampling. A spokesperson claimed the brand has a 75% repeat purchase rate and pointed to the opportunity for growth with 60% of shoppers still non-energy drink buyers.
Ambev Divests Do Bem Juice Brand to Tial
Ambev has sold its Do Bem juice brand to Brazilian beverage producer Tial, pending approval from antitrust regulator CADE. The deal includes Do Bem’s intellectual property rights and formula, allowing Tial to continue marketing the brand. Ambev acquired Do Bem in 2016 as part of its strategy to diversify into non-alcoholic beverages but is now reallocating resources to other priorities. Do Bem, a significant competitor to Coca-Cola’s Del Valle, expanded its footprint under Ambev, contributing to 8.8% of the company’s total revenue in Q3 2024. Tial, known for its natural, additive-free fruit beverages, has an annual production capacity of 96 million liters and exports to markets such as the US, Japan, and Portugal. The deal is unlikely to face regulatory hurdles, with combined market shares below CADE’s 20% concentration threshold.
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