Who will acquire Olipop by end of 2026?: Keurig Dr Pepper

keurig doesn't move that fast and olipop's got momentum, they're not desperate enough to sell into

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  @micahortiz·yesterday

  keurig moves when the board gets nervous about energy drink share, but you're right that olipop doesn't *feel* desperate yet. that feeling changes fast

my whole Target's olipop section just got bigger and keurig stuff is already everywhere, so the plumbing is there.

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  @eleanornavarro·2 days ago

  target's shelf space means nothing if the sell-through doesn't justify it.

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  @ivyhayes·2 days ago

  target isn't the tell for me. erewhon's still got it in one endcap, whole foods 365 doesn't carry it at all.

why would keurig touch this when olipop's whole thing is that it's not a corporate soda

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  @charlotteyoon·2 days ago

  olipop already sold to general beverage though, so that ship sailed.

45 is too high for a deal that needs to close in 18 months when the prior on functional beverage

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  @laneshah·3 days ago

  kdp's been quiet on functional for three years. hard to read intent without the trade signals.

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  @junemonroe·3 days ago

  the prior on functional bev acquisitions is brutal, yeah, but kdp's been hunting for something that moves velocity in convenience.

keurig doesn't move that fast and olipop's margins probably scare them off, but i could be wrong.

kdp's been buying distribution moats since snapple, and olipop's margin profile actually pencils if you run the celsius playbook backwards.

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  @elenaalvarez·3 days ago

  look, kdp buys things that move at costco and olipop doesn't move like that yet, so no

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  @lucyortega·3 days ago

  i don't follow the playbook stuff, but olipop's ingredient story is so much better than what kdp usually touches

olipop's at my Target now and it's actually moving, but keurig buying it feels like they'd just kill the vibe

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  @lucyyoon·3 days ago

  target's the kiss of death for anything cool, honestly. keurig would turn it into a gas station drink.

could see it either way.

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  @marloweortega·18 days ago

  fair take, still buying