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Energy drinks and coconut waters were only segments that managed to grow volume, but each bev segment sold at higher avg price in 4 wks ended Oct 18 per NielsenIQ data reported by Goldman Sachs. KO Volume Flat, PEP, KDP Down; PEP Price Hike CSD volume sagged 2.3% (-1.7% for 12 wks) with a solid 5.8% avg price increase for 4 wks. Coca-Cola CSD volume was flat for 4 wks along with a 3.2% avg price gain. KO's low/no-calorie brand volume up 5.9% with a 2.5% avg price bump up for 4 wks. PepsiCo CSD volume dropped 10.9% (-7.5% for 12 wks) as co remained aggressive on pricing, up to +13.8% for 4 wks. PEP's low/no volume dipped 0.5% but with an 8% avg price gain for 4 wks. Keurig Dr Pepper CSD volume down 1.4% with a 4.5% avg price increase last 4 wks. KDP's low/no volume grew 5% along with a 4.5% avg price hike for 4 wks. Private-label CSD volume up 9.5% (+8.5% for 12 wks) with a modest (-0.3%) avg price decrease last 4 wks. Olipop volume grew 29.5% (+28.9% for 12 wks) with a 3.1% avg price decrease for 4 wks. National Beverage's Faygo volume off 3.5% with a 4.1% avg price gain last 4 wks. Among unaligned players, zero-sugar Zevia volume gain accelerated to +24.7% (+16.2% for 12 wks) with a 4.2% avg price cut for 4 wks.Monster, Red Bull, Celsius, C4 & Ghost Still Gaining Energy drink volume up 10.1% along with a 2.5% avg price increase last 4 wks. Rising tide seems to be lifting all the big boats. Monster Energy volume rose 3.1% (+2.6% for 12 wks) on 7.2% avg price gain for 4 wks. Juice Monster volume more than doubled (+108.4%) for 4 wks while double-digit gainers included Monster Ultra (+16.4%) and Zero Sugar (+16.9%). Original Monster brand eked out 1.4% volume gain. Bang volume fell 15.6% (-12.8% for 12 wks) with a solid 8.5% avg price increase for 4 wks. Red Bull volume rose 7.4% (+10.6% for 12 wks) with a 0.5% avg price gain last 4 wks. Original Red Bull brand volume dipped 1.3% while Summer Edition decelerated quite a bit entering fall, down from +32% for 12 wks to +6.3% last 4 wks. Red Bull Zero still hot, surging 551.9% on small base as energy kingpin belatedly prioritizes segment while Coconut Edition gained 37.3%. PepsiCo energy portfolio (not including Celsius) suffered 9.9% volume decline with a 1% avg price drop last 4 wks. Rockstar Boom (+22.3%) and Amp (+6.9%) were only volume gainers last 4 wks for PEP among brands listed. Original Rockstar volume off 7.7%, Punched -4.4% and Pure Zero -8.3%.Celsius Holdings (including Alani Nu) volume up 34% (+38.9% for 12 wks) with a 1% avg price dip for 4 wks. CELH $$ sales at $3.55 bil over 52 wks. Celsius-owned Alani Nu volume up 80.9% (+107.6% for 12 wks) with a 3.1% avg price drop for 4 wks. Alani $$ sales at $1.29 bil over 52 wks. KDP-aligned C4 Energy volume grew 17.7% but with an 8.7% avg price cut for 4 wks. C4 $$ sales at $741.4 mil over 52 wks. Also KDP-aligned, Ghost Energy volume soared 19.5% with a 1% avg price increase for 4 wks. Ghost $$ sales at $664 mil over 52 wks. 5-Hour Energy shot volume dropped 8.9% with a 1.2% avg price gain for 4 wks. 5-Hour $$ sales at $622.6 mil over 52 wks. Campbell (V8 line) volume up 4.4% along with a 6.4% avg price increase last 4 wks. Campbell $$ sales at $253.8 mil over 52 wks.Gatorade Slump Continues Sports drink volume dipped 1.3% with a 1.6% avg price increase last 4 wks. PEP (Gatorade) volume down 4% (-2.6% for 12 wks) with a 2.7% avg price lift for 4 wks. KO (combined Powerade and BodyArmor) volume up 7% (+2.8% for 12 wks) with a 1.4% avg price decrease for 4 wks. KDP-aligned Electrolit volume soared 18.4% despite 5.7% avg price gain last 4 wks. Prime continued its skid, with volume off 46.2% on 6.4% avg price cut for 4 wks. Seems like a long time ago Prime was ahead of Electrolit. Over 52 wks, Electrolit $$ sales at $630 mil while Prime down to $250 mil. Its owners at Congo Brands haven't given up trying to resuscitate it, tho.Water Volume Losses Deepen Bottled water volume declined 6.3% (compared to -2.1% for 12 wks) as avg prices rose a bit to +2.5% for 4 wks driven by PEP prices. Private-label volume fell 6.9% (-1.4%) for 12 wks on a 1.1% avg price increase for 4 wks. Primo Brands volume off 1% with a 0.4% avg price gain last 4 wks. Coca-Cola water volume up 4.6% (down from +9.3% for 12 wks) with a 1.6% avg price dip for 4 wks. PepsiCo water volume dropped 29.7% while its avg price shot up 20.7% last 4 wks. Nestle volume slipped 6% with a 0.4% avg price decrease for 4 wks. The Wonderful Co (Fiji) volume up 3.9% (+6.9% for 12 wks) but with a 5.3% avg price cut last 4 wks. Crystal Geyser volume fell 9.4% with a tiny (+0.8%) avg price bump for 4 wks. Keurig Dr Pepper (Core, Evian) volume down 8.9% with a 2.8% avg price increase for 4 wks. Danone volume held even while its avg price grew 4% last 4 wks. Niagara still falling double-digits: volume off 17.8% for 4 wks with a 3.5% avg price gain. Independent player Hint volume slipped 7.6% along with a 3.4% avg price drop last 4 wks. Supplying Demand (Liquid Death) volume dropped 15% with a 0.4% avg price decrease for 4 wks.Solid Sparkling Pricing Sparkling flavored water volume off 0.4% while avg prices increased to +5.9% last 4 wks. Talking Rain's Sparkling Ice volume drop of 5% was offset with a 5.2% avg price increase for 4 wks. Nestle volume grew 8% along with a 3.7% avg price gain for 4 wks. National Beverage's La Croix volume dropped 12.5% with a solid 6.5% avg price hike for 4 wks. Nestle $$ sales are now nearly $30 mil ahead of La Croix over 52 wks ($598.5 mil vs $570.3 mil) with Sparkling Ice leading at $856 mil. Coca-Cola volume grew 5% along with a 6% avg price gain for 4 wks. PepsiCo volume off 2.4% even with an 8.5% avg price cut last 4 wks. Polar volume gained 10.5% with a 0.5% avg price gain for 4 wks. Spindrift still posting solid growth with volume up 25.6% on flat pricing last 4 wks. Waterloo volume gain decelerated from +13.3% for 12 wks to +4.2% for 4 wks with a 1.8% avg price gain. Liquid Death's sparkling version grew volume by 10.2% despite 5.9% avg price lift for 4 wks.Coffee Still Struggling; Stok Price Cut Only a couple of suppliers are managing to grow in liquid coffee segment, Danone (Stok) and Califia Farms. Overall, segment volume off 3.5% on a modest (0.4%) avg price gain for 4 wks. Pepsi/Starbucks North American Coffee Partnership saw volume slide 6.8% with a 1.1% avg price gain last 4 wks. Danone volume gain accelerated from +2.8% for 12 wks to 19.4% for with assist from an 11.1% price slash. Black Rifle's 1.7% volume drop matched its 1.7% avg price cut for 4 wks. Coca-Cola coffee volume dropped 11.5% with a 2.1% avg price gain for 4 wks. Califia Farms volume shot up 12.8% (down 7.3% for 12 wks) with help from a 7.3% avg price cut for 4 wks. Kitu Life Super Coffee volume down 15.9% along with a 6.3% avg price drop last 4 wks.Vito Coco Driving Coconut Growth Coconut water volume up 4.4% along with a solid 8% avg price increase last 4 wks, perhaps driven by Trump tariffs. Ambient leader Vita Coco scored volume gain of 8% despite taking 7.6% in price for 4 wks. Refrigerated leader Harmless Harvest, aligned with Danone, suffered 1.2% volume hit but on 9.3% avg price hike last 4 wks. Old-liner Goya Foods took 8.1% volume hit but with 13.1% avg price increase for 4 wks. C20 volume jumped 24.7% with a small (+0.3%) avg price gain last 4 wks.

SCANNER TRENDS: Energy Segment Still Motoring; PEP Takes Big Price Hikes in CSDs, Bottled Waters

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