Core Insights - Vita Coco is launching limited-edition Halloween mystery kits featuring its Treats flavors, Strawberries & Creme and Orange & Creme, along with costumes for Labubu dolls [1][2][4] - The kits will be available starting October 1, 2025, exclusively for Vita Coco loyalty members, and will include a Treats product, a Labubu costume, and a mini-Treats keychain [2][4] - The Treats line aims to provide a fun and guilt-free indulgence experience, enhancing the brand's portfolio of coconut water and juice-based beverages [3][4] Product Details - Each Halloween mystery kit will reveal either a Strawberries & Creme or an Orange & Creme inspired look [2][11] - The kits are designed to merge fun, flavor, and fandom, appealing to both consumers and collectors [2][4] Company Background - The Vita Coco Company, co-founded in 2004, is a leading coconut water brand in the U.S. and operates as a public benefit corporation and Certified B Corporation [6] - The company focuses on delivering healthy, nutritious, and great-tasting products, including its flagship coconut water and protein-infused water PWR LIFT [6]

Group 1 - Coca-Cola and Monster Beverage have been partners since 2014, with Coca-Cola investing $2.2 billion in Monster and securing an exclusive distribution deal [2] - Monster Beverage has outperformed the market since the partnership, driven by significant growth in the energy drink sector [8] - Coca-Cola's diversification across various beverage segments positions it well to adapt to changing consumer preferences [5][6] Group 2 - Coca-Cola boasts a strong brand presence, with its name synonymous with soft drinks in many regions, and offers a wide range of products beyond just soda [4] - The company has a stable long-term investment profile, supported by a dividend yield of 3.1% and a modest valuation of 23.5 times earnings [6][7] - While Coca-Cola has faced slow revenue growth and modest profits recently, it has a history of recovering from setbacks, making it a potential buy for stability and dividends [7]

Group 1: Federal Reserve Policy Shift - The Federal Reserve has initiated a shift towards easier monetary policy by cutting its benchmark interest rate by a quarter-point, marking the first such move since December [1] - Economists anticipate further rate cuts, with a consensus predicting three to five additional quarter-point cuts by the end of next year [2] Group 2: Impact on Stock Market - Lower yields from the Fed typically benefit stocks as long as the economic growth outlook remains solid, with equities pricing in a resilient growth outlook [3] - Stabilization in job growth trends supports the view that equities will continue to perform well, with slower wage growth potentially boosting corporate profit margins [3] Group 3: Celsius Holdings Overview - Celsius Holdings, a beverage company established in 2004, offers a range of energy drinks and nutrition products aimed at active lifestyles [4] - The company has become the 3 energy drink brand in the US and is expanding its international presence [5] Group 4: Recent Developments in Celsius Holdings - Celsius announced its acquisition of Alani Nu, a female-focused functional beverage company, for $1.8 billion, which included $150 million in tax assets and a net purchase price of $1.65 billion [6] - Following the acquisition, Celsius expanded its partnership with Pepsi, integrating Alani Nu products into Pepsi's distribution system and taking on Pepsi's Rockstar Energy brand in the US and Canada [6]

Group 1 - Keurig Dr Pepper Inc. is acquiring JDE Peet's for approximately €15.7 billion, with the acquisition expected to close in the first half of 2026 [3] - Following the acquisition, the company plans to split into two independent U.S.-listed companies: Beverage Co. and Global Coffee Co. [3] - The company reported Q2 2025 earnings with an Adjusted EPS of $0.49 and revenue of $4.16 billion, reflecting a 6.1% year-over-year increase in net sales [2] Group 2 - Keurig Dr Pepper has a modest dividend yield of 3.41%, attracting investors in the beverage industry [4] - The company has a significant market presence with over 125 owned, licensed, and partner brands, including Keurig Dr Pepper and Green Mountain Coffee Roasters [4] - Keurig Dr Pepper was formed in 2018 and maintains dual headquarters in Massachusetts and Texas [4]

The deadline to submit a claim in Poppi soda’s $8.9 million class-action lawsuit is quickly approaching. Most Read from Fast Company Qualifying customers have until this Friday, September 26, to file a claim in the class-action lawsuit against Poppi’s former owner, Vngr Beverage LLC. The suit alleges that the low-sugar, prebiotic soda was “improperly marketed” and labeled as “gut healthy,” a claim that is not scientifically backed, leading customers to purchase products they would not have otherwise. ...

Core Points - The Poppi soda class-action lawsuit involves a claim of improper marketing and labeling against VNGR Beverage, LLC, the former owner of Poppi, alleging that the product was marketed as "gut healthy" without scientific backing [3][4] - The lawsuit has a settlement amount of $8.9 million, with a deadline for eligible customers to file claims by September 26, 2025 [2][6] - PepsiCo, Inc. acquired Poppi for $1.95 billion in May 2023, which adds a significant context to the lawsuit and its implications for the beverage industry [4] Settlement Details - Customers who purchased Poppi beverages between January 23, 2020, and July 18, 2025, are eligible for settlement payments [6] - Settlement payments without proof of purchase can be up to $16 per household, while payments with proof of purchase vary based on the quantity purchased [8][11] - The final approval hearing for the settlement is scheduled for November 20, 2025, and payments will be distributed within 90 days after the settlement is finalized [9]

Core Insights - Celsius Holdings, Inc. (NASDAQ:CELH) has experienced a decline in stock price, dropping 6.19% to close at $51.34, as investors shift their focus to artificial intelligence stocks [1] - Despite the recent losses, Celsius Holdings maintains a "strong buy" recommendation from Zacks Research, which anticipates significant earnings growth in 2025 and 2026 [2] - The company's flavor innovation strategy has led to increased consumer engagement, securing the top position among ready-to-drink energy brands on Amazon during Prime Day with an 18.4% market share [3] Group 1 - Celsius Holdings' stock has seen a three-day decline, attributed to a lack of new catalysts and a shift in investor interest towards AI stocks [1] - Zacks Research projects year-on-year earnings growth of 54.3% in 2025 and 28.6% in 2026 for Celsius Holdings, indicating positive future performance [2] - The company's flavor innovation is enhancing brand loyalty, encouraging repeat purchases rather than one-time trials [4] Group 2 - The recent performance data indicates that Celsius's variety packs and fresh flavors are driving repeat activity and strong consumer demand [3] - Retailers are responding positively by reordering top-selling products and promoting them during key sales periods, reflecting strong market traction [3] - The overall sentiment suggests that while Celsius has potential, some investors may find greater promise in AI stocks for higher returns [5]

Acquisition Overview - HEINEKEN will acquire FIFCO's beverage and retail businesses to strengthen its presence across Central America[1] - The acquisition includes 100% ownership of HEINEKEN Panama and expands HEINEKEN's regional footprint[7] - The cash consideration for the stakes acquired by HEINEKEN will be US$3.2 billion[44] Strategic Rationale - The acquisition advances HEINEKEN's EverGreen strategy by strengthening its Central American footprint[10] - HEINEKEN aims to re-allocate resources to growth opportunities through strategic acquisitions and disposals[14] - The transaction is expected to be immediately accretive to operating profit and EPS[44] Market Position and Growth - HEINEKEN will acquire 100% control of the beverage leader in Costa Rica[10] - HEINEKEN Panama experienced a compound annual growth rate (CAGR) of approximately 20% in beer volume from 2019 to 2024[10, 34] - Costa Rica is a highly attractive market with strong macro fundamentals and favorable beverage consumption trends[17] Financial Impact and Synergies - The implied acquisition multiple is 116x EV/EBITDA based on 2024 results[44] - Run-rate cost savings of approximately US$50 million are anticipated[44] - Costa Rica will be one of HEINEKEN's top 5 operating companies by operating profit[44] Central America Expansion - HEINEKEN has an equal partnership (4985%) in Nicaragua's leading brewer[8, 38] - HEINEKEN has a food & beverage platform in Guatemala[8, 38] - HEINEKEN has a fast-growing Beyond Beer portfolio in Mexico[8, 38]

Company Overview - Innovation Beverage Group Ltd (IBG) is an innovative developer, manufacturer, and marketer of a beverage portfolio consisting of 60 formulations across 13 alcoholic and non-alcoholic brands [5] - The company focuses on premium and super premium brands, aiming to disrupt established market leaders, with its most successful brand being Australian Bitters [5] - IBG was established in 2018 and is headquartered in Sydney, Australia, with a U.S. sales office in California [5] Reverse Stock Split Announcement - IBG announced a five-for-one reverse stock split of its ordinary shares, effective at 12:01 a.m. Eastern Time on September 26, 2025 [2] - Following the reverse stock split, the number of ordinary shares will decrease from 11,613,489 to 2,322,698 [2] Nasdaq Compliance Issues - On August 29, 2025, IBG received a Nasdaq Staff Delisting Determination Letter indicating non-compliance with Nasdaq Listing Rule 5550(a)(2) [3] - The company has requested a hearing before the Nasdaq Hearings Panel, which is scheduled for October 2025, and this request has stayed any suspension or delisting actions pending the hearing outcome [3]

Acquisition Overview - Heineken is acquiring the beverages and retail businesses of Costa Rica-based Florida Ice and Farm Company (FIFCO), purchasing the remaining 75% stake in Distribuidora La Florida and over 300 retail outlets in Costa Rica, along with operations in El Salvador, Guatemala, and Honduras [1][2] - The deal includes a 75% stake in Nicaragua Brewing Holding, a 25% stake in Heineken Panama, and full ownership of FIFCO's beyond beer business in Mexico, with a total payment of $3.2 billion for these equity stakes [2] Strategic Implications - The acquisition will provide Heineken with a multi-category portfolio, including Costa Rica's national beer Imperial and a significant soft drink business with its own brands and a bottling license with PepsiCo [3] - Heineken aims to accelerate its EverGreen strategy and enter new profit pools across Central America by integrating FIFCO's brands and market expertise [4] Financial Impact - The integration of FIFCO's assets is expected to yield run-rate cost savings of approximately $50 million [5] Company Background - FIFCO operates five production plants and 13 distribution centers across Central America, the Dominican Republic, Mexico, and the US, exporting to over ten countries [6]