Keurig coffee down
Higher price hikes

CEO's complacent comment
Dr.Pepper brands acq boost

Keurig Dr.Pepper, the $15Bn refreshments and coffee giant reported progress with beverage brands in Q4'25. However, coffee demand weakened in WFH & business markets. Amidst the challenged takeover of Peets in Europe; and Starboard's activist pressure, CEO Tim Cofer commented complacently "We delivered robust growth"?  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: ““I'm encouraged by our performance in a difficult external environment" Full analysis here, first...

Foodservice mkt
growth decelerates

Did #3 US Foods maintain
market share v #1 Sysco?

Foodservice supply leaders to restaurants & business #1 Sysco #3 USFoods reported slower volume growth volume and prices, USFoods ceo Dave Flitman commented "“2025 was a strong start to our three year long-range plan." Comparative analysis here, first 

Aramark advance
regains momentum

Awarded largest new client
win. Achieves Hi-CRM rate 

Aramark, the $18Bn business services provider in Hospitality & FM sales momentum improved in Q1'26. CEO John Zillmer's commented  "We’re very pleased with extraordinary client retention while continuing our momentum with significant new business" Report analysis here, first 

Coke frothy. Flat
consumer demand 

Volume down. Costa Coffee
collapse; Disposal delayed?

Coca Cola's business supply inc.restaurants, volumes haven't recovered sine 2019. Soon to depart ceo.James Quincey reported flat volumes offset by continued price iincreases in Q4'25. For sale  Costa Coffee was down again, but no analysis or news in report? Full analysis here, first 

PFG: P o w e r l e s s
Foodservice Growth

Case volumes slowdown
buffered by price increases

Performance Food Group inc.Vistar, the $63Bn US food & beverage services wholesaler reported strong sales growth in Q2'26 in restaurants and biz markets. New ceo Scott McPherson commented "we achieved solid growth amid a challenging consumer environment". Full analysis here, first 

Mondelez snacks
down, prices up!

Global WFH boosts sales
Dev't push into hi-protein

Mondelez International, the $40Bn in sales, international brand snackmaker (e.g. Cadbury, Ritz, Belvita, Oreo), reported weaker volume demand offset by much higher (+8%) pricing in Q4'25. CEODirk van de Put reported "Organic growth was driven by higher net pricing" Full report analysis here, first

Pepsi pricing power
hides slow demand 

Weaker demand in foods and

beverages in NA/International

Pepsico the $92Bn+ food & beverages marketer to consumers and business, sales volume declined, buffered by price increases in Q4'25,  CEO Ramon Laguarta commented "Pepsi plans to lower prices on products like chips to “improve competitiveness and purchase frequency".  Full analysis here, first 

Can Nestlé ceo
end negativity? 

Impure water, babyfood and
musical chairs management?

Philipp Navratil recently took over Nestle the $120Bn in sales Swiss food giant, charged with reviving growth and regaining trust after 3 ceo changes in the past 2yrs. Moreover, it has been beset with scandals over dodgy Poland Spring 'natural spring' water; previous CEO relationships; and now a global recall of its baby products. NYTimes' Jordyn Holman interviews the new CEO 

Back to Starbucks? 
Transition too slow?

Niccol nails service issues but
lost mkt share to Caffe Nero?

Starbucks new boss Brian Niccol in his Q1'26 report said “We’re a year into our ‘Back to Starbucks' strategy, and it’s clear that our turnaround is taking hold,. He wants to re-establish the "brand's upscale, premium vibe". On the ground evidence is not there yet v top competitors? Full analysis here, first