Daily Industry Digest — Friday, July 31, 2026
PepsiCo flips a 50-year Coca-Cola account, winning the Tampa Bay Buccaneers' full-portfolio pouring rights at Raymond James Stadium. Whole Foods opens a new full-format store in Eatontown, NJ, extending Amazon's grocery footprint in the Northeast.
- PepsiCo flips a 50-year Coca-Cola account, winning the Tampa Bay Buccaneers' full-portfolio pouring rights at Raymond James Stadium.
- Whole Foods opens a new full-format store in Eatontown, NJ, extending Amazon's grocery footprint in the Northeast.
- Amazon sweetens its FBA New Selection Program with bigger fee waivers for new branded SKUs launched July 30–Oct. 31.
- Danone (+4.2% LFL), the newly independent Magnum Ice Cream Company (+4.7% organic), and Hershey (beat-and-raise on ~12% pricing) all post Q2/H1 results.
- C4 launches Sparkling Protein, pushing the RTD-protein wars into carbonated, soda-style formats.
- Stress-relief and relaxation drinks flagged as functional beverage's next growth wave (~19% annual growth).
- Fresh capital keeps flowing to the B2B ingredient and functional supply layer — two in-window rounds land, both in India.
- Reddit's Q2 ad revenue hits $762M (+64% YoY) even as shares slide on Google search-referral volatility.
- Google tests AI-authored product-listing copy in Shopping ads and adds DOOH to DV360.
- Enterprise AI-agent and agentic-commerce tooling keeps hardening for brand operators.
PepsiCo wins the Tampa Bay Buccaneers beverage account, displacing Coca-Cola after 50 years
The Buccaneers named Pepsi their "Official Soft Drink" in a multi-year deal — the franchise's first beverage-partner change in five decades — putting PepsiCo products (Pepsi, Pepsi Zero Sugar, Mountain Dew, poppi, Mug…
Whole Foods opens a new store in Eatontown, NJ
Amazon's Whole Foods Market opened a ~40,000-sq-ft store at the Monmouth Square shopping center on July 29, adding a full-format banner in a new New Jersey trade area.
Amazon expands its FBA New Selection Program benefits
Effective July 30, Amazon relaunched the program with referral-fee caps (10% on the first 100 units, 5% on the next 100), storage/returns/liquidation fee waivers on the first 200 units for 120 days, plus coupon and Vine…
Grocery TV partners with Esri to add audience targeting to in-store retail media
In-store network Grocery TV integrated Esri's Market Potential dataset (3,500+ behavioral/psychographic attributes) across its 6,700+ retailer-owned screens, letting advertisers build store lists by audience rather than…
Danone posts an accelerating Q2 with +4.2% like-for-like growth
Q2 like-for-like sales rose 4.2% (from +2.7% in Q1) with all regions positive (Americas +4.3%); H1 sales reached €13,936m (+3.5% LFL) at a 13.3% recurring operating margin, and the company reaffirmed full-year LFL…
The Magnum Ice Cream Company posts its first post-demerger H1
In its debut half-year results since the December 2025 spin-off from Unilever, TMICC reported H1 revenue of €4.691bn with +4.7% organic growth (volume +2.5%, price +2.2%) and a 15.3% adjusted-EBIT margin; Ben & Jerry's…
Hershey beats big on Q2 and raises its full-year outlook
Net sales rose 6.6% to $2.79bn (vs. ~$2.63bn expected) and adjusted EPS hit $1.90 (vs.
C4 launches Sparkling Protein, moving beyond energy into carbonated protein
Nutrabolt's C4 unveiled a caffeine-free RTD with 20g protein, zero sugar and added vitamins/minerals in a carbonated format, launching in Cherry Vanilla (Walmart-exclusive), Lemon Lime Fizz and Strawberry Watermelon.
Stress-relief drinks flagged as functional beverage's next growth wave
New trade analysis positions relaxation and stress-relief beverages — using L-theanine, GABA, adaptogens and functional mushrooms — as one of the fastest-growing functional segments, cited at roughly 19% annual growth,…
ALO Drink debuts a first-to-market coconut water with chocolate
ALO announced two new 100% not-from-concentrate coconut-water SKUs — Coconut Water with Chocolate (billed as first-of-its-kind) and Coconut Water with Pineapple — in 320mL bottles, debuting in August.
Arboreal Bioinnovations raises ₹230 crore (~$24M) Series A for its specialty food-ingredient platform
The Lucknow-based B2B ingredients company (next-gen proteins, sugar-reduction, cocoa ingredients, nutraceutical actives; 1,100+ customers) closed a round co-led by Edelweiss's EAAA and Omnivore, with existing backer…
Sid's Farm raises 81+ crore (~$9M) pre-Series B
The Hyderabad dairy and food brand (50,000+ families served) raised over ₹81 crore led by Omnivore, with strategic dairy incumbent Dodla Dairy, NSFO, Next Bharat Ventures and LIO participating; primary equity round,…
Valuation signal: in-window deal flow skews to the B2B supply layer, not U.S. branded CPG
The only figure-carrying rounds dated July 29–31 landed in ingredients and clean-label dairy (both in India); no U.S.
Reddit's Q2 ad revenue hits $762M (+64% YoY) but shares slide on search-referral volatility
Reddit reported Q2 advertising revenue of $762M (total revenue $804.9M, +61%, beating ~$731M consensus) on gains in both pricing and impressions; shares fell ~12.5% after hours as management flagged Google…
Google tests AI-generated ad descriptions in Shopping ads
Google extended its AI-authored ad-copy test from text Search ads to Shopping and Product ads, with advertisers pushing back over losing control of listing copy that could affect click-through.
Google launches Structured Data Files v10.1 for DV360, adding DOOH and AI-content labels
The DV360 update adds programmatic digital-out-of-home Insertion Order and Line Item support, a field flagging AI-created/edited YouTube assets, and new creative-mapping columns; all pre-v10 SDF versions are deprecated.
Google's Gemini Enterprise Agent Platform ships a July 30 governance update
The platform (the evolution of Vertex AI that enterprises use to build and run agents) added a Preview Feedback service to collect user sentiment, labels and trace-linked insights on agents, while its Model Garden now…
Fresh AI-commerce tooling keeps shipping for operators
This week's new-tools roundup surfaced Lightspeed's Meta Conversions API (linking Meta ad exposure to in-store purchases) and Shoppable's Universal Checkout going live as a ChatGPT plugin for multi-retailer…
- Kraft Heinz Q2 results (reporting early August) — a decline is modeled; watch pricing vs. volume and any read-through to the Disney alliance.
- Keurig Dr Pepper (Aug. 6) and Sysco Q4 FY2026 (Aug. 4) earnings — distribution-tier volume and margin signals.
- RNDC Chapter 11 asset sales — next court milestones and any additional market transfers to Southern Glazer's, Reyes or Breakthru.
- Whether PepsiCo's Buccaneers win presages more full-portfolio venue conversions away from Coca-Cola.
- U.S./European branded-CPG deal flow — the window was thin; watch for late-summer M&A carrying disclosed EV/Revenue multiples.
- David Protein's Target frozen-pint rollout (retail move dated July 28) — watch for velocity data now that it is in mass distribution.
After 50 Years, Buccaneers Choose Pepsi as Official Soft Drink PartnerGlobeNewswire (PepsiCo)
New Whole Foods Market in Eatontown, New Jersey, to Open July 29Whole Foods Market Newsroom
Amazon Expands FBA New Selection Program Benefits Starting July 30EcomCrew
Grocery TV, Esri Partner To Bring Data-Driven Targeting To In-Store MediaThe Shelby Report
Hershey Reports Second-Quarter 2026 Financial ResultsPR Newswire
C4 Expands Beyond Energy Drinks with the Launch of Sparkling ProteinBevNET
Stress-relief drinks drive next wave of functional beverage growthFoodNavigator
Arboreal Bioinnovations raises Rs 230 Cr Series A led by Edelweiss's EAAA and OmnivoreEntrackr
Startup news and updates: Daily roundup (July 30, 2026)YourStory
Venture Capital & Startup Funding Roundup, July 29, 2026Tech Startups
Reddit (RDDT) Q2 2026 Earnings Call TranscriptThe Motley Fool
Google tests AI-generated descriptions in Shopping adsSearch Engine Land
Gemini Enterprise Agent Platform release notesGoogle Cloud Documentation
New Ecommerce Tools: July 29, 2026Practical Ecommerce