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Energy drink segment continued to post solid volume growth (+7.2%) with a small price increase while coconut waters grew volume double-digits with a 6%+ avg price gain for 4 wks thru May 2 in NielsenIQ data reported by Goldman Sachs. Only segments with price drops are sports drinks and liquid coffee. We review CSDs, energy, sports drinks and water categories today, then return tomorrow with others. Top 3 CSD Suppliers All Lost Volume CSD volume dropped 4% on 4.9% avg price increase last 4 wks. Coca-Cola CSD volume off 3% (vs +3.4% for 12 wks) with a solid 5.9% avg price gain for 4 wks. KO's low/no-calorie volume up 3.7% with a 6.8% avg price increase for 4 wks. PepsiCo CSD volume dropped 8.8% and matched KO with a 5.9% avg price gain last 4 wks. PEP low/no volume slipped 3.1% with a 4.9% avg price gain. Keurig Dr Pepper CSD volume declined 3.7% (-1.4% for 12 wks) with a 3.7% avg price increase for 4 wks. KDP's low/no volume grew 4% with a 4.1% avg price increase for 4 wks. Private-label volume up 2.4% with a 0.9% avg price decrease for 4 wks. Olipop volume up 17.5% (+22.2% for 12 wks) with a steep (-9.7%) avg price cut for 4 wks. National Beverage's Faygo volume off 6.4% with a 2% avg price gain last 4 wks. Zevia volume edged up 1.5% (+8.5% for 12 wks) along with a 6.1% avg price increase for 4 wks.Monster & Red Bull Volume Gains Decelerated; Celsius Portfolio Still Up Double-Digits Energy drink volume grew 7.2% (down from +10.7% for 12 wks) with a 0.6% avg price increase last 4 wks. Monster Energy (excluding Bang) volume up 3% (+4.2% for 12 wks) along with a 4.3% avg price gain for 4 wks. Original brand Monster volume dipped 0.5% while Zero Sugar (+45.8%), Ultra (+11.4%) and Juice Monster (+39%) posted double-digit gains for 4 wks. Bang volume dropped 25% on a 5.5% avg price increase for 4 wks. Red Bull volume up 2.6% (+7.3% for 12 wks) with a 1% avg price drop last 4 wks. The Winter and Summer Editions along with Peach flavor continue to drive volume growth while original Red Bull brand off 4.2% for 4 wks. Celsius Holdings (including Alani Nu) volume grew 12.1% (+20.8% for 12 wks) along with a 2.1% avg price gain for 4 wks. Alani Nu volume soared 48% (+75% for 12 wks) with a 3.8% avg price increase last 4 wks. CELH $$ sales up to $4.68 bil over 52 wks. Keurig Dr Pepper (Ghost, Bloom, Black Rifle) volume increased 20.7% along with a 5% avg price gain for 4 wks. KDP energy $$ sales at $819.5 mil over 52 wks. KDP-aligned Nutrabolt (C4) volume up 12% but its avg price was slashed by 14% last 4 wks. C4 $$ sales at $744.9 mil over 52 wks. 5-Hour Energy shot volume dropped 12.9% with a 3.6% avg price gain for 4 wks. Campbell Soup (V8 Energy) eked out a 0.5% volume gain on a 3.8% avg price increase for 4 wks. PepsiCo energy portfolio volume fell 9.3% with a 1.8% avg price cut last 4 wks.Good Sports Trends Except for Prime Sports drink segment volume grew 4.7% with a 0.7% avg price decrease for 4 wks. PepsiCo (Gatorade) volume up 5.9% (+9.7% for 12 wks) with a 1.5% avg price cut. Coca-Cola (Powerade, BodyArmor) volume up 8.1% (+5% for 12 wks) with a small (+0.4%) avg price gain last 4 wks. KDP-aligned Electrolit grew volume 17.4% (+27.6% for 12 wks) along with a 4.9% avg price increase last 4 wks. Prime Hydration volume plunged 64% on a 4.6% avg price gain for 4 wks as one-time wonder brand's skid continues.Danone, Fiji Water Volume Up; PEP Slides on Price Hike Bottle water segment eked out a 0.2% volume gain on a 0.5% avg price increase for 4 wks. Private-label water volume up 2.8% with a 0.9% avg price decrease last 4 wks. Primo Brands volume up just 0.4% (+2.8% for 12 wks) while avg price grew 2.7% for 4 wks. Coca-Cola water volume off 3.5% on a 5% avg price increase last 4 wks. PepsiCo water volume sank 18.9% with a big (+11.6%) avg price bump for 4 wks. Nestle volume up 0.4% (+3% for 12 wks) with a 2.4% avg price decrease last 4 wks. The Wonderful Co (Fiji) volume grew 4.8% (matching 12-wk gain pace) but with a 3.6% avg price cut for 4 wks. Crysal Geyser volume down 6.1% with a 3.1% avg price increase last 4 wks. KDP (Core, Evian) volume fell 8.4% with a 1.5% avg price gain for 4 wks. Danone North America grew volume 4.3% (down from +9.8% for 12 wks) along with a solid 7.3% avg price increase last 4 wks. Niagara volume fell 5.5% on a 0.9% avg price dip for 4 wks. Hint Water volume picked up 2.3% on a 1.5% avg price decrease last 4 wks. Supplying Demand's Liquid Death still-water volume up 1.9% (vs an 8% drop for 12 wks) for 4 wks but that came with a 4.4% avg price cut.As noted, we hope to have more scanner trends on sparkling waters, liquid coffee and coconut waters tomorrow.

SCANNER TRENDS: Energy Drinks & Coconut Waters Still Growing Both Volume & Price; CSD Volume Hits Wall

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