Filing Flows › Industries › Consumer Staples › Beverages
Beverages SIC 2080
22 companies filing with the SEC under SIC 2080. Median revenue growth +9% year on year in Q2 2026 (middle half -1% to +25%, 21 companies). The growth model expects the industry's combined revenue to grow +11% in Q3 2026. 6 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- PEP → WMT 14% of the supplier's revenue, $13.1B
- KDP → WMT 16% of the supplier's revenue, $2.7B
- MKC → PEP 12% of the supplier's revenue, $821M
- MNST → KO 3% of the supplier's revenue, $249M
- KO → BABB
- KO → COKE
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +10.8% | $52.2B | $49.4B – $55.1B |
| Q4 2026 | +9.9% | $56.7B | $53.1B – $60.3B |
| Q1 2027 | +9.0% | $45.1B | $42.1B – $48.1B |
| Q2 2027 | +8.3% | $55.4B | $51.6B – $59.1B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| PEP PepsiCo | $25.3B | +6% | mature |
| KO Coca Cola | $13.4B | +7% | deceleration |
| KDP Keurig Dr Pepper | $7.3B | +76% | expansion |
| STZ Constellation Brands | $2.8B | -3% | mature |
| PRMB Primo Brands | $1.8B | +4% | mature |
| BF-B Brown Forman | $1.2B | -0.8% | mature |
| WEST Westrock Coffee | $300M | +9% | deceleration |
| COCO Vita Coco Company | $244M | +28% | deceleration |
| BRCC BRC | $108M | +13% | deceleration |
| SUJA Suja Life | $83.9M | +12% | transition |
| CWGL Crimson Wine Group | $22.0M | +20% | deceleration |
| JSDA Jones Soda | $10.2M | +108% | deceleration |
| WVVI Willamette Valley Vineyards | $10.0M | -2% | mature |
| AMSS Amass Brands | $5.6M | +2% | mature |
| BUDA Buda Juice | $4.5M | +26% | expansion |
| SRXH SRX Global | $3.4M | -70% | contraction |
| MOJO Equator Beverage | $1.5M | +14% | transition |
| CIRX Cirtran | $1.2M | +596% | expansion |
| IPST IP Strategy Holdings | $736K | -44% | contraction |
| MDWK MDWerks | $524K | +25% | reacceleration |
| YHC LQR House | $346K | -31% | transition |
| EDVA Endovia Health Sciences | $4K | — | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.