CARBONATES BESTSELLERS
IRI: 52 w/e 25 February 2017
  VALUE VOLUME AVERAGE PRICE
  £m y-o-y% litres (m) y-o-y% £/ltr y-o-y%
Coca Cola £612.3 -2.2 552.4 -2.6 1.11 0.4
Diet Coke £438.1 -1.4 432.7 -1.2 1.01 -0.2
Pepsi Max £272.3 13.5 318.6 9.8 0.85 3.4
Own Label Low Calorie £135.7 -1.4 410.1 -1.7 0.33 0.3
Own Label £129.5 -5.2 307.8 -3.9 0.42 -1.4
Pepsi £128.3 2.6 163.5 0.3 0.78 2.4
Fanta £127.3 3.0 104.0 3.6 1.22 -0.6
Coca Cola Zero £115.1 25.6 107.4 28.1 1.07 -1.9
Dr Pepper £85.5 -1.6 64.1 0.4 1.33 -2.0
Pepsi Other Low Calorie £82.8 -1.6 101.1 -5.3 0.82 4.0

· The trade’s obsessed with sugar right now; drinkers less so. The supers have sold more than half a billion litres of full-sugar Coke in the past year and some sugary pop products are still managing to grow.

· Coke shifted 14.5 million fewer litres as full-fat Pepsi stole share. Fanta standard is in solid growth despite its sugar content, which is much lower than Coke or Pepsi at 6.9g/100ml.

· Still, the sugar tax spells trouble. New-recipe Fanta will be rolled out to dodge the taxman, but there’s no new Coke recipe on its way.

· Instead CCEP is pushing Zero Sugar. It says Coke drinkers are switching in droves. Expect Zero to be much higher up the ranking in a year’s time.

Juices & smoothies IRI
JUICES & SMOOTHIES BESTSELLERS
IRI: 52 w/e 25 February 2017
  VALUE VOLUME AVERAGE PRICE
  £m y-o-y% litres (m) y-o-y% £/ltr y-o-y%
Own label £461.2 -4.6 £451.3 -6.0 £1.02 1.6
Tropicana £226.2 -3.1 £110.9 0.2 £2.04 -3.3
Innocent £187.9 4.3 £76.7 -2.8 £2.45 7.3
Copella £44.9 -7.3 £26.1 -5.0 £1.72 -2.4
Naked £36.9 53.6 £8.1 58.4 £4.53 -3.0
Ocean Spray £24.1 -6.8 £18.8 -8.9 £1.28 2.4
Rubicon £13.4 3.1 £11.8 4.7 £1.14 -1.6
Princes £7.9 -29.3 £8.1 -34.6 £0.98 8.0
Savse £6.4 148.1 £1.2 177.4 £5.19 -10.6
Don Simon £5.9 -11.3 £5.3 -12.1 £1.12 0.9

· Talk about mixing the rough with the smooth: as sales of juice have slipped 4.4%, or £42.7m, smoothies are enjoying something of a renaissance, up 18.5%. That’s an extra £24.4m.

· Innocent has contributed most to smoothies’ surge, up 17.4% to £102.4m thanks partly to NPD blending veg, fruit and more exotic functional ingredients such as baobab and acai. An 8% slump for its juices took the shine off Innocent’s overall performance, however.

· It’s a similar story for PepsiCo’s Tropicana and Naked. Tropicana is down overall in spite of health-orientated NPD such as Morning Boost smoothies. Naked is flying high on NPD with bold ‘superfood’ claims and new listings.

Sports & energy IRI
SPORTS & ENERGY BESTSELLERS
IRI: 52 w/e 25 February 2017
  VALUE VOLUME AVERAGE PRICE
  £m y-o-y% litres (m) y-o-y% £/ltr y-o-y%
Lucozade Energy £336.1 -2.7 199.7 -2.7 £1.68 0.0
Red Bull £258.9 8.0 58.6 10.0 £4.42 -1.8
Monster Energy £128.4 6.3 56.6 6.8 £2.27 -0.5
Lucozade Sport £113.9 2.5 66.6 2.5 £1.71 0.0
Own Label £102.4 -10.7 88.3 -11.0 £1.16 0.3
Rockstar £55.7 -7.8 28.3 -7.0 £1.97 -0.9
Relentless £51.4 -4.3 24.4 -1.4 £2.11 -2.9
Red Bull (sugar free) £41.5 10.3 9.4 11.4 £4.43 -1.0
Lucozade Zero £29.1 n/a 18.3 n/a £1.59 n/a
Boost £20.4 3.4 13.0 4.1 £1.57 -0.7

· Sports & energy drinks still look bulletproof in the war on sugar, maintaining growth in spite of often sky-high sugar content. Nevertheless, sugar-free versions are in growth.

· Big guns Lucozade, Red Bull and Monster have all delivered similar growth, up £22m, £21.4m and £25m.

· Lucozade is growing on sugar-free NPD and new lower-sugar recipes for existing lines.

· Monster’s no-sugar Ultra range looks set to enter the top 10 next year.

· Red Bull Sugar Free, which was last year still losing share to full-sugar Red Bull, has picked up in 2017. Good thing too: Red Bull is in line for a hefty tax bill once the sugar levy comes in next April.

Squash IRI
SQUASHES & CORDIALS BESTSELLERS
IRI: 52 w/e 25 February 2017
  VALUE VOLUME AVERAGE PRICE
  £m y-o-y% litres (m) y-o-y% £/ltr y-o-y%
Own Label £138.7 -1.8 £161.4 2.9 £0.86 -4.6
Robinsons £181.3 -6.2 £147.7 -5.3 £1.23 -0.9
Vimto £37.5 3.5 £29.3 11.7 £1.28 -7.4
Ribena £17.5 -14.3 £8.9 -6.9 £1.97 -8.0
Bottlegreen £11.8 -1.4 £2.1 -0.8 £5.73 -0.6
Jucee £10.4 -8.0 £17.7 -6.7 £0.59 -1.4
Belvoir Standard £7.4 33.3 £1.3 35.4 £5.52 -1.6
Roses Standard £5.6 5.5 £2.8 4.7 £2.04 0.8
Blossom Cottage Standard £2.1 33.4 £0.5 28.3 £4.25 4.0
Oasis Mighty Drops Standard £2.0 -32.6 £0.1 -33.7 £35.24 1.7

· Squash & cordials have had £17.6m (4%) squeezed from them in the past year. Volumes have dipped 1%.

· Britvic wants to revive Robinsons by pushing its natural, low-sugar cues. New formats for new occasions are also a focus.

· Vimto is up £1.2m thanks to new listings and lower prices. Being low sugar also paid off, says senior marketing manager Ed Jones. “Vimto cordial is already sugar tax exempt. Retailers and consumers are waking up to that fact.”

· Added sugar squashes & cordials will be subject to the sugar levy. No standard dilution ratio has been set, but brands attempting to dodge the tax by changing recommended dilution will face criminal proceedings.

Take home share
TAKE HOME SHARE    
Kantar Worldpanel: 52 w/e 1 January 2017      
Total Soft Drinks VALUE VOLUME
  £m y-o-y% Litres (m) y-o-y%
  Juice & Juice Drinks   £1,286.0 -0.9% 1,154.3 -1.8%
  Cola   £842.4 -4.9% 1,235.2 -4.2%
  Squash   £515.2 0.1% 3,641.7 1.8%
  Water   £450.6 7.8% 1,288.3 11.5%
  Flavours   £375.6 2.7% 581.2 1.6%
  Sports & Energy   £255.6 -0.1% 192.6 2.4%
  Adult Special   £165.5 1.4% 90.8 4.8%
  Dairy Drinks   £133.0 7.8% 88.7 5.7%
  Mixers   £130.1 14.4% 173.2 8.3%
  Lemonade   £94.1 -8.0% 325.2 -6.9%
  RTD Coffee & Tea   £24.4 9.4% 6.8 12.2%
Total Soft Drinks £4,272.3 0.2% 8,778.0 1.6%

· After two consecutive years of value decline, soft drinks returned to growth in 2016. The equivalent of four million baskets containing a soft drink were bought every day in the past year, despite consumer concerns about sugar.

· Bottled water significantly outperforms the category this year and its value has increased almost fourfold compared with 20 years ago.

· Lemonade has almost halved in value since 1996.

· Bottled water is now bought by seven out of 10 UK households, overtaking cola for the first time in household penetration.

· 1.7 million fewer baskets contained colas this year as younger shoppers opt for water and mixers.

· Consumers have reduced the amount of sugar they consume through soft drinks in the past five years by an estimated 16%. Diet variants are showing healthy growth of 3.4% in value and 2.8% in volume this year.

Sheely Kleiner, Kantar Worldpanel