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Energy drink and coconut water segments grew volume double-digits, while liquid coffees eked out a small gain last 4 wks thru Feb 21, per NielsenIQ data reported by Goldman Sachs. Pricing still solid, growing in each bev segment except liquid coffee over this period. KO Up While PEP & KDP Take Volume Hits CSD volume off 1.6% (-0.1% for 12 wks) while avg prices grew 4.5% for 4 wks. Coca-Cola CSD volume up 2.4% (+2.1% for 12 wks) along with a 5.2% avg price gain last 4 wks. KO's low/no-calorie volume up 7.3% even with a 6.2% avg price increase. PepsiCo CSD volume dropped 6.5% (-4.7% for 12 wks) with a 3.7% avg price gain for 4 wks. PEP regular CSD volume sank 9.2% and low/no by 1.1% for 4 wks. Keurig Dr Pepper CSD volume down 5.7% (-2.3% for 12 wks) with a 4.6% avg price increase last 4 wks. KDP regular CSD volume off 7.7% while low/no brands slipped 0.4% for 4 wks. Private-label CSD volume grew 6.8% with a slight (0.1%) avg price gain last 4 wks. Olipop volume up 33.5% (+32% for 12 wks) but with a 9% avg price cut for 4 wks. National Beverage's Faygo volume dipped 4.2% with a 5.3% avg price increase last 4 wks. Zevia volume up 5.6% along with a 2.1% avg price increase for 4 wks.Energy Drinks Still Growing Double-Digits Energy drink volume rose 10.8% despite 3.2% avg price increase last 4 wks. Coca-Cola-aligned Monster Energy volume up 4.2% with a 7% avg price hike for 4 wks. Original Monster brand volume grew 4.6%, Monster Ultra up 7.9% while Zero Sugar and Juice Monster shot up 51.5% and 82% respectively last 4 wks. Red Bull volume up 13.9% with a small (-0.6%) avg price drop for 4 wks. Original Red Bull brand volume off 2.3% but Summer Edition (+212%) and Winter Edition (+245%) remained hot last 4 wks. Celsius Holdings (including Alani Nu) volume up 19.5% (+24.6% for 12 wks) along with a 4.2% avg price gain for 4 wks. CELH $$ sales at $4.47 bil last 52 wks. Keurig Dr Pepper (Ghost) volume up 26.7% (+24.4% for 12 wks) with avg price gain of 3.6% last 4 wks. KDP $$ sales at $781.6 mil over 52 wks. KDP-aligned Nutrabolt (C4) volume up 9.2% (+13.2% for 12 wks) but with an 11% avg price cut for 4 wks. C4 $$ sales at $748.4 mil over 52 wks. 5-Hour Energy volume declined 8.4% with a 0.5% avg price increase for 4 wks. 5-Hour $$ sales at $607.9 mil over 52 wks. Campbell Soup (V8 Energy line) volume slipped 2.4% (+4.9% for 12 wks) with a 4.7% avg price gain last 4 wks. PepsiCo (not including CELH) energy portfolio volume fell 12.4% with a modest (+0.7%) avg price lift for 4 wks.Sports Loses Momentum Sports drink volume dipped 0.5% (down from +3.1% for 12 wks) on a 1.2% avg price increase for 4 wks. PEP (Gatorade) volume off 0.2% (+2.7% for 12 wks) on flat pricing last 4 wks. KO (Powerade, Body Armor) volume gain decelerated to +0.7% (up 5.4% for 12 wks) with a 3.8% avg price increase. KDP-aligned Electrolit volume grew 24.1% (+26% for 12 wks) with a 2.6% avg price gain for 4 wks. Prime volume dropped 52.4% on flat pricing as this once hot brand continues to fade. Electrolit $$ sales at $671.9 mil over 52 wks while Prime at $207.1 mil.Flat Water Performance; Danone Stands Out Bottled water volume dipped 1% with a 1.7% avg price increase for 4 wks. Private-label brand volume up 0.9% with a modest 0.4% avg price increase last 4 wks. Primo Brands volume down 2.3% (+2.7% for 12 wks) with a 2.5% avg price gain for 4 wks. Coca-Cola water volume grew 14% but that also came with a 6.4% avg price drop last 4 wks. PepsiCo water volume dropped 22.9% (-20% for 12 wks) as its avg price rose to +16% for 4 wks. Nestle volume off 3.1% with a 0.6% avg price increase for 4 wks. The Wonderful Co (Fiji) volume up 3.5% with a 1.3% avg price decrease last 4 wks. Crystal Geyser volume off 3.6% with a 2.2% avg price gain for 4 wks. KDP (Core, Evian) volume fell 8.5% with a 2.9% avg price increase last 4 wks. Danone North America volume increased 10.5% (+6.7% for 12 wks) along with a 4.2% avg price increase for 4 wks. Niagara Bottling volume slipped 0.4% with a 2.8% avg price decrease last 4 wks. Hint Water volume down 5.1% with a 1.7% avg price decline for 4 wks. Supplying Demand (Liquid Death) volume dropped 26.5% (-21% for 12 wks) on a 4.4% avg price gain last 4 wks.Spindrift, Waterloo & Nestle Lead Sparkling Gainers Sparkling flavored water volume down 3.3% but avg prices still solid, growing 8.9% last 4 wks. Talking Rain's Sparkling Ice volume fell 10.7% (-6.2% for 12 wks) but with a big 15.5% avg price hike for 4 wks. Nestle volume up 6% along with a 5.4% avg price increase last 4 wks. National Beverage's La Croix volume dropped 10.6% with a 7.6% avg price gain for 4 wks. Coca-Cola volume grew 3.6% (+6.5% for 12 wks) along with a 5.9% avg price increase last 4 wks. Polar Corp volume off 1.8% with a 5.4% avg price increase for 4 wks. PepsiCo volume up 5.8% but its avg price dropped 7.5% last 4 wks. Spindrift volume up 14.4% along with a 6.3% avg price bump last 4 wks. Waterloo volume up 12.8% (up from +6.2% for 12 wks) with a 2.3% avg price increase for 4 wks. Liquid Death's sparkling version volume declined 4.3% (vs +4.3% for 12 wks) with a 7.6% avg price gain last 4 wks. Among 52-wk $$ sales data reported by Goldman are the following tallies: Talking Rain $867.1 mil, Polar $436.3 mil, Spindrift $366.9 mil, Waterloo $255 mil and Liquid Death $234.4 mil.Price Cuts Lift Danone and Califia Farms Coffees Liquid coffee volume edged up 0.7% on 1.9% avg price decrease last 4 wks. PEP and Starbucks' North American Partnership had slight decline (-0.2%) while avg prices were 2.7% lower for 4 wks. Danone (Stok) volume shot up 21.6% but that came along with a 15.5% avg price cut last 4 wks. Coca-Cola coffee volume dropped 21.5% with a 7% avg price gain for 4 wks. Black Rifle volume off 8.8% with a 4.1% avg price increase last 4 wks. Califia Farms volume shot up 25.2% (+9.2% for 12 wks) with an 8.5% avg price drop for 4 wks. Kitu Life Super Coffee volume fell 9.6% despite 9.1% avg price drop for 4 wks. Private-label coffees were hot: volume rose 28.7% despite 9.4% avg price gain for 4 wks.Coconut Waters; Vita Coco Remain Hot Coconut water volume up 14.9% along with a 7.4% avg price increase last 4 wks. Vota Coco volume grew 13.6% along with a solid 10.7% avg price gain for 4 wks. Refrigerated leader Harmless Harvest volume gain decelerated to 4.1% (+12.9% for 12 wks) with an 8.8% avg price increase for 4 wks. Ethnic mainstay Goya Foods volume slipped 0.8% with a 3.9% avg price drop last 4 wks. Novamex' C2O Pure Coconut volume gained 29.9% with a 3.7% avg price increase last 4 wks.

SCANNER TRENDS: Energy & Coconut Waters Clear Volume Winners; Pricing Up Across Bev Segments Except RTD Coffee

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