If you follow the beverage industry, you know that Coca-Cola has struggled in recent times because it bet too much on the carbonated beverage market, while Pepsi went off and invested in non-carbonated brands like SoBe and Gatorade. So this news doesn't come as any surprise.Well, data released Wednesday showed that, for the first time in 20 years, the number of cases of soda sold in the U.S. declined. Case volume last year was down .7 percent to 10.2 billion cases.
For more specific numbers, we go to Beverage Spectrum, which provides us with this year-to-date data:
Soft Drinks -- Down .9 percent -- The greatest declines? Caffeine Free Diet Coke (-4.6 percent), 7-Up (-2.2 percent) and Pepsi (-1.4 percent). The greatest rises? Diet Mountain Dew (7.9 percent), Mountain Dew (3.6 percent) and Dr. Pepper (3.5 percent).
Sports Drinks experienced the greatest year-to-date rise, with a 23.6 percent increase. This beats out rises of tea and coffee (19.6 percent) and bottled water (17.7 percent). Here the specifics on the sports drink data. Note that this only includes sales from food, drug and mass merchandisers, excluding Wal-Mart.
PRODUCT DOLLAR SALES CHANGE IN SHARE FROM A YEAR AGO
Gatorade X-Factor $95 million 47.9 percent
Gatorade All-Stars $89 million 32.6 percent
Gatorade $665 million 30.3 percent
POWERade $196 million 25.2 percent
Gatorade Fierce $104 million 15 percent
Gatorade Frost $134 million 13.4 percent
Gatorade Xtremo $23 million 1.1 percent
Gatorade Ice $19 million -65.5 percent
Gatorade Endurance $13.1 million N/A
So here are my thoughts on this. It's amazing that regular Gatorade, given the volume already sold, could be up 30 percent. That is crazy. No brand that large in the entire industry had that kind of increase. X-Factor is obviously still kicking butt. It was a great idea, but it's strange that it's still doing so well without any new mixes of flavors. All-Stars for the most part is a smart packaging play that has clearly worked. Kids don't want to be drinking 20 ounces all the time. I'm surprised that Frost is such a big business. I hate the Frost line. It's so....ambiguous. Readers of this forum pretty much know about the death of Ice. Gatorade has pretty much put it on ice. I wonder if it has anything to do with the fact that drinking a flavored clear liquid is weird. The Endurance Formula is still being way over marketed. As you can see, it's a very small part of the Gatorade business, but for some reason they are still making room for it on everyday supermarket shelves.