Keurig coffee cold
Vol down.Prices up

CEO's complacent comment
Dr.Pepper brands acq boost

Keurig Dr.Pepper, the $15Bn refreshments and coffee giant reported progress with beverage brands in Q1'26. However, coffee demand weakened in WFH & business markets.The acquisition of Euro leader $11Bn in sales Peet’s was confirmed. CEO Tim Cofer commented complacently "We delivered a solid first quarter"?  Full Analysis here, first 

Nestlé: flat volume
fed by price hikes

Nespresso & water dripping
New CEO's growth plans.

Nestle the #1 global food & beverage maker reported flat volumes in Q4'25, boosted by price increases. Demand continued soft in WFH-consumer markets e.g. coffee, water. CEO Philipp Navratil commented complacently: “Our performance demonstrates that our volume-led growth strategy is delivering" Really? Full analysis here, first...

Pepsi cuts prices
to drive demand 

Stronger demand in snacks;

but beverages in decline

Pepsico the $92Bn+ food & beverages marketer to consumers and business reported growth in snacks, but down in refreshments, CEO Ramon Laguarta commented "The restaging of large global brands, innovation activity and certain affordability initiatives, is being executed well and business performance improved,".  Full analysis here, first 

Tesco's 'Whoosh'
wins w consumers

Increased market share
versus low cost operators 

UK#1 supermarket Tesco  reported powerful Q1'26 results with strong retail sales with wholesale division Booker fmatching strides. CEO Ken Murphy said "We're consistently the cheapest full-line grocer and achieved strong growth in our Finest range too". Full analysis here, first

Hershey heists
chocolate bars

Reese: Hearts "disgusting"!
“Classic milk" recipe return?

US #1 chocolate bar maker Hershey has maintained its Reese peanut butter cups have always been made with real milk chocolate. But now, it says it will return to using “classic milk and dark chocolate recipes” by 2027. The change follows weeks of complaints from inventor's grandson Brad Reese and vocal consumers. "The Mini Heart was disgusting" he said. Full story here, first....

Lavazza:Lift prices,
gain market share? 

Volumes down for 3yrs;+20%
price hikes boost profitability 

Lavazza the $5Bn in sales Italian coffee brand increased revenues double digits in 2025, boosted by 20% price increases offsetting volume declines for the 3rd year running. "We are operating in an economy marked by extreme volatility in coffee prices. It is becoming increasingly difficult, and the storm is not over yet" commented ceo Antonio Baravalle. Fully analysis here, first...

Will Keurig-Peets
coffee mix blend?

"Global force" rhetoric feels
hollow v Starbux & Nestle?

Keurig Dr.Pepper the $16Bn coffee and beverage giant confirmed the acquisition of European leader $11Bn in sales JDE Peet’s. CEO Tim Cofer said "Integration efforts focused on synergy capture, leadership alignment to ensure a seamless transition are underway". We've seen this movie before and trans-Atlantic cultural challenges are tough.  Full analysis here, first

Starbucks supes
up partner rewards

Baristas can earn $1,200pa
when svce growth targets hit

Starbucks Coffee Company  announced a new incentive rewards program designed to create more opportunities for hourly coffee house partners to share in the success of the Back to Starbucks transformation. The program reflects continued commitment to offering one of the most competitive total compensation and benefits packages in the industry. Full story here, first...

Sysco's stunning
wholesale deal

Restaurant Depot merger to
dominate foodservice mkt

International foodservice wholesaler Sysco has agreed to acquire Restaurant Depot the leading US Cash'n'Carry operator to reach $100Bn in combined revenues. “We’re thrilled to combine two industry leaders to create a preeminent multi-channel foodservice distribution platform,” said Kevin Hourican, CEO. Full story here, first

United N a t u r a l
Foods eases off

Ex-Staples ceo "Natural
Foods strong growth" 

United Natural Foods (UNFI)the US#1 broadline foodservice wholesaler continued flat in Q2'26. “With a sharpened focus on our addressable market, we're helping retailers accelerate growth in a dynamic marketplace" said ex-Staples ceo Sandy Douglas.Full analysis here, first