←All digests

Daily Industry Digest — Sunday, October 25, 2026

RNDC told a Texas bankruptcy court it resolved creditor objections to its Chapter 11 liquidation plan, clearing the way for plan confirmation as the distributor's markets keep moving to rivals.

Today at a glance
  • RNDC told a Texas bankruptcy court it resolved creditor objections to its Chapter 11 liquidation plan, clearing the way for plan confirmation as the distributor's markets keep moving to rivals.
  • Southern Glazer's added another beyond-alcohol brand, agreeing to distribute Mac Brands' spirits-based RTD VDKLYTE across 12 states.
  • Aldi's 180-store 2026 build-out kept rolling with fresh U.S. grand openings, while Dollar General and Dollar Tree shares each fell ~6% in a discount-retail sell-off.
  • Coca-Cola reports Q3 Tuesday (Oct. 27) with consensus near $0.88 EPS on ~$12.9B revenue; the read on volume vs. price/mix is the watch item.
  • General Mills, Archer and Conagra all pushed deeper into meat snacks as protein-forward snacking keeps outgrowing the center store.
  • Trade press framed functional drinks — GLP-1 companions, protein, gut health — as food's durable growth engine; JAMBAR added 1,200+ doors behind an organic protein-bar launch.
  • Power Corp.'s Power Sustainable Lios bought frozen-foods maker Fine Choice Foods, and Great Lakes Wine & Spirits agreed to absorb RNDC's remaining Michigan spirits operations (both terms undisclosed).
  • Coca-Cola handed its North America media account to Omnicom while keeping WPP globally — a marquee realignment of CPG agency spend.
  • AI agents moved toward checkout: Sam Altman's World launched proof-of-human tools to verify shopping agents, and Bloomreach opened its Loomi platform to agentic workflows.
Distribution & DSD3 stories
Retail2 stories
CPG Products & Brands3 stories
Functional & Better-For-You2 stories
Capital & Deals2 stories
Digital Advertising & Growth2 stories
AI & Emerging Tech2 stories
Watch list
  • Coca-Cola's prebiotic-fiber pilot (Coke Zero, Sprite Zero, Fresca with 6g fiber) is slated to go live in parts of NY/NJ/PA at the end of October — watch for confirmation and early read-through.
  • Sen. Elizabeth Warren's Oct. 6 letter urging antitrust scrutiny of Sysco's ~$29.1B Restaurant Depot deal (plus Kroger–Giant Eagle and McCormick–Unilever) keeps regulatory risk on three large consumer deals.
  • Mondelez reports Q3 on Oct. 29; Coca-Cola on Oct. 27 — fresh big-CPG volume/pricing data imminent.
  • RNDC's state-by-state unwind continues; track which regional distributors pick up remaining territories after Michigan.
  • Pepsi (Vanilla & Cream) vs. Coca-Cola holiday colas set up a head-to-head seasonal shelf battle into Q4.
Sources · 15
Want this kind of visibility across your own business? Book a demo · More digests