PepsiCo Is Paying Attention. Are You?

Consumer expectations are changing fast, and brands of every size are being forced to adapt.  In this episode, we discuss what PepsiCo's response to GLP-1s and inflation signals for CPG. We also dive into Vita Coco's acquisition of a super-premium rival, and sample everything from cereal-inspired protein shakes and date-sweetened cola to birch water and caffeinated banana milk. Show notes: 0:20: Chi, Summer. Is Ce Real? Pep Rally. Coco + Copra. Date Drink. The Two a Yous. It's French. — Ray and Melissa lament how quickly summer is slipping away, but they're looking ahead to Taste Radio's upcoming meetup in Chicago. Meanwhile, Mike is mixing up an unconventional concoction he swears will improve his physique. Melissa then leads a conversation about PepsiCo's response to GLP-1 adoption and persistent inflation, prompting a discussion about how major CPG companies are balancing lower prices on core products with innovation in premium and functional offerings—a dynamic that's creating both headwinds and opportunities for emerging brands. The hosts also examine Vita Coco's acquisition of premium coconut water brand Copra, viewing it as a strategic move to expand across multiple price tiers and compete more directly with Harmless Harvest. Ray samples Unpop's date-sweetened cola and highlights Tuyyo agua fresca hydration sticks, NYMBL high-protein ice cream, and OOZ birch water, while Melissa gives high marks to Halfday iced tea and Matcha DNA's powdered matcha lattes. Brands in this episode: Spylt, Miils, Doritos, Carbone, Copra, Vita Coco, Harmless Harvest, Jolt Cola, Olipop, Poppi, Nixie, Stiller's, Coca-Cola, Pepsi, Halfday, Nymbl, Protein Pints, David, Tuyyo, Unpop, OOZ, Matcha DNA, Minor Figures