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• Our notes from PepsiCo’s invite-only reception on the eve of NACS
• The first multi-serve Yerba Mate drink hits the market
• Fruga’s new passion, Monsters sweet-free formula and more marketing moves and product drops

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Zumbiel is North America’s 3rd largest paperboard packaging producer for canned beverages. Scalable print assets give you a competitive edge. Independently owned = agile, no red tape, faster decisions & quicker launches. Connect with our team to see how we can support your next project. Learn more

“This NACS feels different.” 

Those were the words of Pepsi North America president Mike Del Pozzo last night in Chicago, as the soda giant hosted an invite-only cocktail reception on the eve of the annual convenience store trade show that runs for the next three days. 

In brief remarks, Del Pozzo backed the company’s boldness; this year’s embrace of innovation and “flexibility” is centered around long-term gains, or a “next chapter” for the company. 

Despite flexing its financial muscle with multi-billion dollar acquisitions just a few months ago, there’s a slight feeling of urgency around Pepsi following a disappointing quarterly earnings and the emergence of a pointed activist investor pushing for change. But, as seen at the reception, Pepsi is doing its best to give its presence this year a different feel, starting with new innovation… 

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The FABID by Northhall Q3 2025 report highlights a measured but steady quarter for food, beverage, and CPG investment activity. Total disclosed funding reached $344 million, representing a 1% quarter-over-quarter increase, even as the number of funded brands declined.

As early-stage deal flow moderates and mid-sized rounds gain share, the quarter signals a market that is stabilizing at a more sustainable pace - one defined by disciplined capital allocation, selective growth, and investor confidence in category leaders.

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After launching a little over a year ago, Key Energy has changed “a thousand small things” as it helps build the ketone-based drink category. 

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Click below for quick CPG logistics expert insights on the current state of the freight market: tariffs, holiday shipping, freezing temps, hurricane season, inflation, fuel prices, and more. This info will keep you ahead in Q4: get the scoop now. Learn more

Before Ohio Governor Mike DeWine’s executive order banning the sale of intoxicating hemp even began it was halted by a Franklin County judge.

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Brandon Lennox of Lemon Perfect, Neha Soi of BERO, and Vivian Keena of Luxent share how timing, technology, and the right partners can define a brand’s growth curve. 

• They open up about scaling challenges, system decisions, and the pivotal role an ERP like NetSuite played in transforming their operations. 
• From manual chaos to structured efficiency, their stories reveal what happens when growth outpaces infrastructure, and how investing early in the right systems can prevent the hidden cost of waiting.  

This episode is a paid collaboration with Luxent.

Tune into the episode here. Also available on Spotify and Apple Podcasts.