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Beverages sectorial analysis
Big soda is no longer just soda. The three companies that anchor the North American non-alcoholic beverage industry, Coca-Cola, PepsiCo, and Keurig Dr Pepper, are in the middle of the most significant strategic repositioning since the diet-soda wave of the 1980s. Zero-sugar reformulation, prebiotic "gut health" sodas, energy-drink roll-ups, GLP-1 weight-loss drugs, and a wave of venture-backed …
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