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Energy drinks, sports drinks, bottled water and coconut water segments each managed to grow both volume and avg price at same time last 4 wks thru Jan 10, per NielsenIQ data reported by Goldman Sachs. CSDs had solid price gains but were unable to grow volume. Ditto sparkling waters. Meanwhile liquid coffee continued its malaise with modest declines in volume and price in latest period. KO Trends Improve; Olipop Still Growing Double-Digits CSD volume dipped 0.5% but with a 5% avg price increase for 4 wks. Coca-Cola CSD volume up 1% (+0.6% for 12 wks) with a 4.7% avg price gain last 4 wks. KO's low/no-calorie brand volume grew 7.5% along with a 5.2% avg price increase. PepsiCo CSD volume down 4.2% (-4.7% for 12 wks) with a 6% avg price hike for 4 wks. PEP low/no volume up just 0.3% with a 6% price gain. Keurig Dr Pepper CSD volume off 2.3% (matching 12-wk trend) with a 5.8% avg price increase for 4 wks. KDP's low/no volume up 2.8% along with a 6.5% avg price gain last 4 wks. Private-label volume up 6.6% with a 0.7% avg price decrease for 4 wks. Olipop volume up 34.8% (+32.2% for 12 wks) with a 7.5% avg price drop last 4 wks. National Beverage's Faygo volume off 1.8% but with a 4.5% avg price gain for 4 wks. Zevia volume up 4.7% with a 1.7% avg price decrease for 4 wks.Energy Crusin' as Monster, Red Bull & Celsius Accelerate Energy drink volume rose robust 11.8% (+10.1% for 12 wks) with a 2.5% avg price increase for 4 wks. Coca-Cola-aligned Monster Energy (excluding Bang) volume gained 6.7% (+5.4% for 12 wks) along with solid 8.1% avg price jump for 4 wks. Among key volume drivers for MNST: original Monster brand (+12.5%), zero-sugar Ultra (+13.8%), Zero Sugar (+24.1%) and Juice Monster (+140.2%) last 4 wks. Bang volume fell 9.1% with a 5.3% avg price increase for 4 wks. Red Bull volume up 6.2% (+5.7% for 12 wks) with a 0.8% avg price dip last 4 wks. Red Bull's Winter Edition grew volume 144.3% while Zero extension hot on small base with a 375% jump for 4 wks. Coconut also growing, up 25.3% while original Red Bull brand volume dipped 1.8% for 4 wks. Pepsi-aligned Celsius Holdings volume up a strong 24.3% (+20.8% for 4 wks) with a 3.8% avg price gain. Celsius' acquired Alani Nu brand scored 87.5% volume jump on a small (+0.7%) avg price increase for 4 wks. CELH $$ sales at $4.34 bil over 52 wks. PepsiCo energy portfolio (not including CELH) volume dropped 20.9% with a 3% avg price cut for 4 wks. KDP-aligned C4 Energy volume up 14.7% but that came with a 9.8% avg price cut last 4 wks. C4 $$ sales at $747.3 mil over 52 wks. Also KDP-aligned, Ghost volume rose 24.7% with a 0.8% avg price gain for 4 wks. Ghost $$ sales at $694.6 mil over 52 wks. 5-Hour Energy volume sagged 7.1% with a 0.6% avg price increase last 4 wks. 5-Hour $$ sales at $612.2 mil over 52 wks.Stronger Sports Performance Continued Sports drinks volume up 4.2% (+0.8% for 12 wks) along with a 2% avg price gain last 4 wks. PepsiCo (Gatorade) volume grew 4% (vs -0.2% for 12 wks) with a 1.5% avg price increase for 4 wks. Coca-Cola (Powerade, Body Armor) volume up 8.7% (+5.2% for 12 wks) on a 1.1% avg price gain last 4 wks. KDP-aligned Electrolit volume grew 29% (+24.8% for 12 wks) with a 3.1% avg price increase for 4 wks. Prime still reeling: volume down 42.9% for 4 wks with a 3% avg price drop. As we've been reporting in recent weeks, co-owner Congo is throwing lotsa innovation into pipeline to try to reignite things.Private-Label, KO & Danone Drive Water Volume Gain Bottled water segment eked out a 0.4% volume gain for 4 wks along with a 1% avg price increase for 4 wks. Private-label volume up 1.9% with modest (0.2%) avg price gain last 4 wks. Primo Brands volume up just 0.1% with a 1.6% avg price increase for 4 wks. Coca-Cola water volume picked up 13.1% with a 5.3% avg price drop for 4 wks. PepsiCo water volume dropped 20.9% for 4 wks as its avg price increase reached +15.9% last 4 wks. Nestle volume off 0.6% with a 1.9% avg price decrease for 4 wks. The Wonderful Co (Fiji) volume up 1.8% with a 2% avg price drop last 4 wks. Crystal Geyser volume fell 11.5% with a 4% avg price gain for 4 wks. Keurig Dr Pepper (Core, Evian brands) volume off 6.3% with a 2.7% avg price increase last 4 wks. Danone volume increased 4.6% with a 1.2% avg price gain for 4 wks. Niagara volume dropped 9.6% with a 0.4% avg price increase for 4 wks. Hint Water volume slipped 1% with a 0.9% avg price dip last 4 wks. Supplying Demand (Liquid Death) volume dropped 21.7% with a 5.6% avg price gain for 4 wks.Sparkling Pricing Still Strong Sparkling flavored water volume declined 1.4% but its avg price grew 7.9% last 4 wks. Talking Rain's Sparkling Ice volume down 7.9% but with a 10.5% avg price hike for 4 wks. Nestle volume rose 8% along with a 4.2% avg price lift last 4 wks. National Beverage's La Croix volume sank 6.5% but with a 4.3% avg price increase for 4 wks. Coca-Cola continued to post solid growth in segment: volume up 7.8% along with a 7.9% avg price gain for 4 wks. Polar Corp volume up 3.2% with a 2.2% avg price increase for 4 wks. PepsiCo volume grew 3.4% but its avg price dropped by 6.3% last 4 wks. Spindrift volume surged 20.3% with 1.4% avg price increase last 4 wks. Waterloo volume off 0.5% but avg price grew 4.8% for 4 wks. Liquid Death's sparkling version grew volume 7.1% along with a solid 10.3% avg price hike last 4 wks.Danone Lone Gainer in Coffee Liquid coffee volume dipped 1.1% with 1.2% avg price decrease for 4 wks. Pepsi/Starbucks North American Coffee Partnership increased volume 2.2% but avg price fell 4.1% for 4 wks. Danone (Stok brand) volume up a healthy 11% but that also came with an 8.2% avg price drop last 4 wks. Black Rifle volume down 6.5% with a 3.8% avg price increase for 4 wks. Coca-Cola coffee volume dropped 24.2% on a 10.1% avg price gain last 4 wks. Califia Farms volume off 3.7% along with a 2.5% avg price cut for 4 wks. Kitu Life Super Coffee volume fell 13.9% along with a 2.45 avg price decrease last 4 wks.Coconut Water Sales Growin' Double-Digits Coconut water volume rose 7.9% despite 9.7% avg price increase last 4 wks. Vita Coco, which had grown volume by 5% over 12 wks, took a 0.2% decline last 4 wks as its avg price gain ballooned to +15.6% for 4 wks. Refrigerated leader Harmless Harvest scored 21% volume gain along with 3.2% avg price increase last 4 wks. Goya Foods volume off 5% with a 1.3% avg price dip for 4 wks.

SCANNER TRENDS: Energy, Isotonics, Bottled Water Off to Good Start in 2026

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