- 01
Ardagh is Divesting Its Metal Can Arm, but Brands Still Face a Tough Supply Market
Ardagh Group, a major North American can supplier, is divesting assets under direction from its controlling shareholder, creating uncertainty in the metal packaging supply market for food and beverage manufacturers.
Editorial analysis
Consolidation in packaging supply chains directly affects CPG production costs and availability. Brand manufacturers face potential pricing pressure and sourcing complications as one of the largest can suppliers restructures operations.
- 02
Alani Nu Leads Celsius Q3; New Leaders, Restructuring to Revive Slumping Brands
Celsius Holdings reported 16.7% Q3 2026 revenue growth to $847.2 million, driven by the Alani Nu brand, while appointing new leadership to reverse declining performance in its Celsius and Rockstar brands through separate business unit restructuring.
Editorial analysis
Energy drink category leaders are repositioning portfolios to address shifting consumer preferences. Strategic executive changes and brand separation signal recognition that mass-market energy drink dominance is fragmenting, requiring distinct go-to-market strategies.
SNAP Restrictions Gain Ground as Four More States Enact Waivers
Four additional states—Montana, North Dakota, South Carolina and Virginia—have enacted SNAP benefit restrictions this month, narrowing the list of eligible foods and beverages for federal nutrition assistance purchases.
Editorial analysis
Expanding state-level SNAP restrictions create compliance complexity and shrink addressable markets for CPG brands. Manufacturers must navigate divergent regulatory requirements across jurisdictions, potentially fragmenting product eligibility and reducing sales in key demographic segments.
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Consolidation in packaging supply chains directly affects CPG production costs and availability. Brand manufacturers face potential pricing pressure and sourcing complications as one of the largest can suppliers restructures operations.
