PepsiCo has increased its investment in Celsius, solidifying a strategic partnership that reshapes its energy drink portfolio. This deal creates a powerful new alliance in the beverage sector, potentially benefiting competitors and supply chain partners as the energy drink market continues to consolidate.
Published on August 30
The PepsiCo-Celsius partnership signals major industry consolidation that could trigger more strategic alliances and acquisition activity across the beverage sector.
The energy drink market keeps growing rapidly, and this strategic partnership positions key players to capture more market share in this high-growth segment.
When global distribution networks combine with innovative brands, it creates competitive advantages that can reshape entire market dynamics and drive significant returns.
The energy drink market is experiencing major consolidation as established beverage giants partner with fast-growing brands. PepsiCo's increased investment in Celsius creates a powerful alliance that combines global distribution networks with innovative products, potentially triggering further industry consolidation and creating opportunities across the entire beverage supply chain.
This group includes companies across the beverage ecosystem - from the primary partnership players to direct competitors, ingredient suppliers, and packaging manufacturers. The theme captures both the immediate beneficiaries of the PepsiCo-Celsius deal and the broader market dynamics as other major players respond to this strategic shift in the high-growth energy drink sector.
These stocks were handpicked by professional analysts based on their connection to the evolving energy drink market dynamics. The selection includes companies positioned to benefit from increased production scale, enhanced distribution networks, and potential acquisition activity as the industry consolidates around major partnerships like PepsiCo and Celsius.
Market capitalisation breakdown and investor takeaways for the PepsiCo Celsius Partnership basket.
PEP: $209.45B
CELH: $16.35B
MNST: $67.28B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
In 12 months it might be worth:
+20.02%
On average, analysts expect assets in this group to grow 20.02% over the next year.
13 of 17 assets in this group are rated Buy by professional analysts.
