The Breeze With Beverage Digest
The Breeze With Beverage Digest
Latest Episodes
Episode 33: The Beverage Consumer Reality Check
Beverage Digest Editor & Publisher Duane Stanford and industry expert John Sicher bring Wall Street beverage analyst Kaumil Gajrawala of Jefferies into the room to separate consumer reality from consumer headlines. They pressure-test what “...
Episode 32: Less Volume, More Dollars: The Paradox Reshaping the Beverage Industry
John Sicher turns the tables on Beverage Digest Editor & Publisher Duane Stanford to interview him about Beverage Digest’s newly-released Fact Book 31st Edition.They trade notes on what the data says about where U.S. beverage d...
Episode 31: Can Big CPG Companies Close the Innovation Gap? The Case for Cultural Momentum Over Brand Equity
In today's episode of The Breeze, Duane Stanford and John Sicher bring in RBC Capital Markets analyst Nik Modi to unpack why big beverage companies struggle to create disruptive innovation in-house. And when big companies acquire disruptive new...
Episode 30: Making Sense of State SNAP Soda Bans. How Should Coke, Pepsi, and Dr Pepper Respond?
In today's Episode, Duane Stanford (Beverage Digest Editor & Publisher) and John Sicher (Industry Expert, Consultant) take a data-driven look at how new SNAP restrictions on soda and energy drinks will alter consumer behavior, retailer dyna...
Episode 29: State of Play Going Into 2026
Coca-Cola’s leadership change. PepsiCo’s post-activist playbook. KDP’s upcoming strategic re-organization. The commoditization of bottled and sparkling water. MAHA’s regulatory shakeup. Refocusing the consumer on sports drinks. As we start 2026...