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Energy and coconut water segments managed to grow both volume and avg prices for 4 wks thru Jun 27, per NielsenIQ data reported by Goldman Sachs. The sports drinks and sparkling flavored water segments both suffered volume and price declines at same time while vol/price swings varied in other bev segments. CSD Volume Declined; KO Leads Way in Pricing CSD volume slipped 0.8% with a 4.5% avg price increase for 4 wks thru Jun 27. Coca-Cola CSD volume up 1.3% (+0.1% for 12 wks) with a 5% avg price gain last 4 wks. KO’s low/no-calorie brand volume grew 9.3% along with a 5.7% avg price increase for 4 wks. PepsiCo CSD volume down 4.6% (-5.8% for 12 wks) on a 4.1% avg price gain last 4 wks. PEP’s low/no volume up just 1% with a 4.3% avg price increase for 4 wks. Keurig Dr Pepper CSD volume off 1.8% (matching its 12-wk trend) on a 4.3% avg price gain last 4 wks. KDP’s low/no volume grew 5.8% with a 4.8% avg price increase for 4 wks. Private-label volume up 2.3% with a slight (+0.2%) avg price increase for 4 wks. Olipop volume up 9.4% but with an avg price drop of 4.9% for 4 wks. National Beverage’s Faygo volume fell 5.8% with a 4.1% avg price gain last 4 wks. Zevia volume grew 5.4% despite 4.3% avg price increase for 4 wks.Energy Still Gaining; Monster $$ Sales Outperformed Celsius Energy drink volume rose 7.5% with a 0.9% avg price increase for 4 wks. Monster Energy (excluding Bang) volume up 5.4% (+4.1% for 12 wks) despite 4% avg price increase for 4 wks. Original Monster brand volume off 1.4% while Ultra (+17%), Zero Sugar (+52%) and Juice Monster (+78.8%) continued to post double-digit volume growth last 4 wks. Red Bull volume up 3.1% (+2.9% for 12 wks) with a 0.3% avg price decline for 4 wks. Original Red Bull brand volume off 2.6% while Summer Edition (+35.9%), Coconut (+16.1%) and Zero (+8.3%) all posted solid gains for 4 wks. Celsius Holdings (including Alani Nu) comps are getting tougher as its volume growth decelerated to +3.9% along with a solid 4.7% avg price gain for 4 wks. Alani Nu volume up 21.7% with a 9.8% avg price hike last 4 wks. CELH $$ sales at $4.76 bil over 52 wks. Keurig Dr Pepper energy portfolio (including Ghost and Black Rifle) surged 22.7% on a 4.9% avg price increase. KDP energy $$ sales at $852 mil over 52 wks. KDP-aligned Nutrabolt’s C4 volume grew 7.2% but with an 11.6% avg price cut for 4 wks. C4 $$ sales at $738.4 mil over 52 wks as it heads to IPO. 5-Hour Energy shot volume off 7.4% with a 0.2% avg price decrease for 4 wks. Campbell Soup (V8 Energy line) volume up 4.6% despite a 4.1% avg price gain last 4 wks. PepsiCo’s energy portfolio volume fell 10.3% with a 1.5% avg price dip for 4 wks as it relies on partner CELH to manage category.Gatorade Price Dip Helps KO Edge Ahead in Dollar Sales Sports drinks volume off 0.6% along with a 0.4% avg price decrease for 4 wks. PepsiCo (Gatorade) volume up 1% (+3.8% for 12 wks) with a 2.3% avg price drop last 4 wks. Coca-Cola (Powerade and BodyArmor) volume off 0.3% but its avg price up 2.2% for 4 wks. KO $$ sales up 1.9% vs a 1.4% loss for PEP. KDP-aligned Electrolit volume up 17.4% (+16.9% for 12 wks) with a 4.1% avg price increase for 4 wks. Prime volume sank 65.6% with a 3.5% avg price decrease for 4 wks as that once-torrid brand shows no signs of halting skid.Not Many Water Suppliers Grew Volume; Danone Price Spike Bottled water volume off 2.1% with a 1.3% avg price increase for 4 wks. Private-label volume off 0.1% with a 0.2% avg price decrease last 4 wks. Primo Brands volume down 2.6% (-0.2% for 12 wks) with a solid 4.8% avg price gain for 4 wks. Coca-Cola water volume down 2.9% with a 1% avg price increase last 4 wks. PepsiCo water volume fell 12.9% (-16% for 12 wks) with a 4.3% avg price increase for 4 wks. Nestle volume up 4.8% but with a 4.3% avg price drop last 4 wks. The Wonderful Co (Fiji) volume up 1.6% with a 2.2% avg price gain for 4 wks. Crystal Geyser volume off 7.7% with a 3.6% avg price increase last 4 wks. KDP (Core, Evian) volume fell 12.8% with a solid 6% avg price gain for 4 wks. Danone volume off 0.5% as its avg price increase reached +9.9% last 4 wks. Niagara volume down 13% on a 3.3% avg price increase for 4 wks. Hint Water volume up 2.9% but with a 4.4% avg price cut last 4 wks. Supplying Demand’s Liquid Death back on the plus side as volume rose 11% with lift from a 6.1% avg price cut for 4 wks.Nestle, Spindrift, Waterloo Continue to Outperform in Sparkling Segment Sparkling flavored water volume down 2.3% but with a 3.7% avg price gain for 4 wks. Talking Rain’s Sparkling Ice volume decline of 5.3% was offset by its avg 7.3% avg price increase for 4 wks. Nestle Holdings volume shot up 18.1% along with a 2.8% avg price increase last 4 wks. National Beverage’s La Croix volume dropped 11.3% on a big 10.8% avg price jump for 4 wks. Coca-Cola sparkling fading away as volume dropped 64% on flat pricing as it navigates shortages of Topo Chico brand. PepsiCo volume dropped 20% with a 2.7% avg price decrease last 4 wks. Polar volume grew 6.9% along with a 5.7% avg price gain for 4 wks. Spindrift volume up 10.9% along with an 8.4% avg price increase for 4 wks. Waterloo volume up 25.9% on a 3.1% avg price increase last 4 wks. Liquid Death’s sparkling volume eked out a 0.7% volume gain but avg price was down 2.7% for 4 wks.Stok Clear Volume Winner in Liquid Coffee But at a Cost Liquid coffee volume edged up 1.6% with a 3.2% avg price drop for 4 wks. PEP and SBUX North America Coffee Partnership volume slipped 2.4% with a 1.3% avg price decrease for 4 wks. Danone (Stok brand) volume up 23.9% with a lift coming from steep 16.2% avg price drop last 4 wks. Coca-Cola coffee volume dropped 21.8% with a 9.5% avg price bump for 4 wks. Black Rifle volume off 18.1% with a 7.5% avg price increase last 4 wks. Califia Farms volume down 8.7% with a modest (+0.8%) avg price gain for 4 wks.Several Double-Digit Gainers in Coconut Waters Coconut water segment volume grew 21.3% even with a 4.4% avg price increase last 4 wks. Vita Coco volume up 22.6% along with a 4.4% avg price increase for 4 wks. Harmless Harvest volume shot up 38.6% with a 3.2% avg price decrease last 4 wks. Goya Foods volume up 10.2% but avg price was cut 12.7% for 4 wks. C2O Pure Coconut volume jumped 67.1% with a 2.2% avg price decrease for 4 wks.

SCANNER TRENDS: Volume Growth Getting Tougher; Energy Segment Still Rolling, Celsius Gains Narrowing

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