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Keurig Dr Pepper (NASDAQ:KDP) Makes Coffee Demand and Beverage Competition a Nasdaq 100 Story

Keurig Dr Pepper (NASDAQ:KDP) straddles two very different drinks businesses: fizzy soft drinks and at-home coffee. As it expands its coffee ambitions while defending its soft-drink brands against fierce competition, the interplay of coffeeDemandand beverage competition makes it a revealingNasdaq100 consumer story.

Nitish Kishor | 16 September 2026

Mondelez (NASDAQ:MDLZ) Makes Cocoa Costs and Snack Pricing a Nasdaq 100 Profitability Test

Mondelez (NASDAQ:MDLZ) makes some of the world's best-loved chocolate and biscuits, but a surge in the cost of cocoa has turned its profitability into a live test. How well it manages soaring ingredient costs and passes them on through pricing, without driving shoppers away, …

Nitish Kishor | 16 September 2026

Monster Beverage (NASDAQ:MNST) Makes Energy Drink Competition a Nasdaq 100 Growth Test

Monster Beverage (NASDAQ:MNST) has grown from a nicheBrandinto a global giant by riding the world's appetite for energy drinks, but the market it helped create is now fiercely contested. Whether Monster can keep growing amid intensifying competition makes it a genuine growth test forNasdaq100 …

Nitish Kishor | 16 September 2026

PepsiCo (NASDAQ:PEP) Puts Pricing Power and Consumer Demand to the Test

PepsiCo (NASDAQ:PEP) faces a delicate balancing act that has come to define the packaged-food industry: how far it can keep raising prices before shoppers push back and buy less. After years of pushing prices higher to offset rising costs, the company is discovering the …

Nitish Kishor | 16 September 2026

Starbucks (NASDAQ:SBUX) Makes Customer Visits the Metric Investors Cannot Overlook

After a difficult period of falling sales, Starbucks (NASDAQ:SBUX) has been staging a turnaround, and the clearest measure of whether it is working is deceptively simple: are customers coming back? ForNasdaq100 investors, the number of visits to its cafes, and the sales those visits …

Nitish Kishor | 16 September 2026

This NYSE Fast-Casual Stock Just Took a Sharp Hit

● The decline extends a multi-week slide; CAVA had already shed more than 20% over the prior 30 days.

Nitish Kishor | 16 September 2026

Vera Bradley, Vita Coco and Three More Brands Testing Where Consumer Risk Really Sits

● Vera Bradley posted its firstQuarterly Revenue Growthsince fiscal 2022 in the first quarter of fiscal 2027, with net revenues up 7.8% to $55.7 million and itsGAAPnet loss narrowing sharply to $4.8 million.

Nitish Kishor | 15 September 2026

SDA, WING, PLAY, CNTY and SEAT Show How Uneven the Consumer Services Recovery Really Is

● Wingstop grew second-quarterRevenue6.4% to $185.6 million andNet Income16.9% to $31.3 million even as domestic same-store sales fell 7.5%, showing how aFranchiseRoyaltymodel can outrun weakening traffic.

Nitish Kishor | 15 September 2026

From Workforce Lodging to Coffee Bars: Five Consumer Services Names Worth a Closer Look

● Target Hospitality grew second-quarterRevenue39% to $85.5 million on more than $1.4 billion of multi-year contract awards tied to AI infrastructure and power-community projects since January 2026, and raised full-year guidance to $420 million in revenue.

Nitish Kishor | 15 September 2026

J&J Snack Foods, Lakeland Industries and Three More Names Stretching the Staples Label

● J&J Snack Foods posted fiscal third-quarter net sales of $426.0 million, down 6.2%, but expanded grossMarginby 240 basis points to 35.5% even asOperating Incomefell 23.6%.

Nitish Kishor | 15 September 2026
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