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Pepsi loses fizz
in flat US market
Snacks flat. EMEA & Asia
beverage sales stronger
Pepsico the $100Bn+ food & beverages marketer to consumers and business reported growth in snacks, but down in refreshments. CEO Ramon Laguarta claimed "an acceleration in volume growth in both global beverages and convenient foods." Really? Full analysis here, first...
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K-C coo wakes up
smells the Coffee
From Kenvue major merger
integration to another Peet's
Keurig Dr Pepper named Kimberly-Clark executive Russ Torres as ceo of its new $14Bn coffee combo Keurig & Peets which plans to go public next year. As a result K-C has reshuffled its leadership with executives promoted internally to integrate the planned Kenvue acquisition,$15Bn in revenues. Full story here, first...
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Starbucks elevates
lounge experience
"Creating a welcoming, warm
more comfortable ambiance"
Starbucks (SBUX) is investing $1Bn to revamp thousands of its North American coffeehouses in a bet to bring customers back. It plans to remodel as “community lounges,” adding seating, leather chairs, rugs, bookshelves, plants and artwork. Full story here, first...
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United N a t u r a l
Foods' slowdown
Ex-Staples ceo "Natural Foods
strongest growth segment"
United Natural Foods (UNFI) the US#1 broadline foodservice wholesaler continued flat in Q4'26. “We continued strengthening commercial and supply chain capabilities to better serve our partners, said ex-Staples ceo Sandy Douglas.Full analysis here, first
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Smucker: Folgers'
frothy coffee prices
Food & snacks demand dips.
High price hikes lift profits
JMSmucker the US beverage & foodservice brands supplier, reported inflated sales largely from coffee prices, as snack volumes fell in Q1'27. CEO Mark Smucker strangely commented "Our performance reflects the strength of our differentiated portfolio, disciplined execution" Really? Full analysis here, first...
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PFG: P a s s a b l e
Foodservice Growth
Case volumes slowdown
buffered by price increases
Performance Food Group inc.Vistar, the $68Bn US food & beverage services wholesaler reported solid sales growth in Q4'26 in restaurants and biz markets. New ceo Scott McPherson commented “Consistent market share gains across our business units translated into strong revenue growth" We will check market share claims and update. Full analysis here, first
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Aramark advance
a c c e l e r a t e s
Awarded largest new client
win. Achieves Hi-CRM rate
Aramark the $20Bn business services provider in Hospitality & FM sales momentum improved in Q2'26. CEO John Zillmer's commented "We continue to build momentum with record levels of new client wins, and the continued expansion of Aramark Nexus." Report analysis here, first
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Keurig coffee cold.
Demand cooling...
CEO's complacent comment
Peet's progress. Legacy lags
Keurig Dr.Pepper, the $30Bn refreshments and coffee giant reported beverage brands growth in Q2'26. However, coffee demand weakened in WFH & business markets. CEO Tim Cofer commented complacently "our combined coffee platform delivered solid performance, with healthy JDE Peet's results balanced against U.S. Coffee pressures"? Full Analysis here, first....
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US Foods steady
growth maintained
Ambitious CEO still chasing
market share v #1 Sysco?
Foodservice market #3 $40Bn+ in sales US Foods reported slower volume growth, ceo Dave Flitman commented “Our team delivered another strong quarter, highlighted by accelerating volume growth". We don't think so v Sysco's stronger results Full results analysis here, first
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Sysco: Foodservice
market share gains
Can US #3 USFoods match
market share growth v leader?
Foodservice supply leaders to restaurants & business #1 $85Bn in sales Sysco reported slower volume growth. CEO Kevin Hourican said "We delivered strong results including positive case growth across our local, national, and international businesses" US Foods report comparison on 6 July. .Full results analysis here, first
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