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Business Wars

Poppi vs Olipop: Soda’s Second Coming | 6

May 23, 2024
Tristan Donovan and Ann Gehan discuss the rise of health-focused soda brands, Poppi and Olipop, challenging the traditional soda industry. They explore the evolution of soda, consumer demand for healthier beverages, influencer marketing, and celebrity investments, hinting at the potential acquisition of these brands by major players.
36:37

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Quick takeaways

  • The rise of functional sodas like Poppi and Olipop reflects shifting consumer preferences towards healthier beverage options.
  • The history of soda shows its evolution from a perceived health drink in the 19th century to a recreational beverage in modern times.

Deep dives

Soda Renaissance: Functional Sodas on the Rise

The 2000s saw a decline in traditional soda sales due to health concerns associated with sugary drinks. However, the soda industry has experienced a resurgence in recent years with brands like Poppy and Ollie Pop leading the way. These companies position themselves as offering functional or prebiotic sodas with added health benefits, setting them apart from traditional players like Pepsi and Coca-Cola. This shift in consumer preference has propelled the functional beverage industry to an estimated worth of $54 billion in North America.

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