Retail Intelligence Mini Report: Soft Drinks Apr-25

Industry News: Ongoing United States (US) tariffs continue to impact the soft drinks industry, especially companies like Pepsi that rely on foreign production. However, competitors like Coca-Cola and Keurig Dr Pepper appear more insulated due to their localized production models. On April 29, Coca-Cola reported stronger-than-expected quarterly earnings and reaffirmed its full-year forecast, projecting 5% to 6% organic revenue growth in 2025. The company stated that potential trade conflict impacts are ‘manageable’ as most of its operations and concentrate production remain domestic. Rising input costs, such as aluminum, remain a concern. However, Coca-Cola’s decentralized supply chain offers a strategic advantage.

Noteworthy Products: The health consciousness trend continues to grow in Germany, resulting in the popularity of Green Cola, a sugar-free cola made with natural ingredients. Known for being free from sugar, preservatives, and artificial ingredients, Green Cola DPG PET 1 liter (L) x 6 topped Tridge’s Top 20 list in Germany, reflecting the brand’s rising consumer appeal.