Filing Flows › Industries › Consumer Staples › Bottled & Canned Soft Drinks & Carbonated Waters
Bottled & Canned Soft Drinks & Carbonated Waters SIC 2086
6 companies filing with the SEC under SIC 2086. Median revenue growth +17% year on year in Q3 2026 (middle half +14% to +17%, 4 companies). The growth model expects the industry's combined revenue to grow +14% in Q3 2026. 7 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.
- COKE → KR 36% of the supplier's revenue, $2.6B
- COKE → WMT 29% of the supplier's revenue, $2.1B
- MNST → CCEP 15% of the supplier's revenue, $1.2B
- MNST → COKE 10% of the supplier's revenue, $829M
- CELH → COST 11% of the supplier's revenue, $272M
- MNST → KO 3% of the supplier's revenue, $249M
- 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 | +14.1% | $5.9B | $5.5B – $6.2B |
| Q4 2026 | +14.0% | $5.8B | $5.4B – $6.2B |
| Q1 2027 | +13.8% | $6.1B | $5.6B – $6.5B |
| Q2 2027 | +13.4% | $6.6B | $6.1B – $7.1B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| MNST Monster Beverage | $2.6B | +17% | transition |
| COKE Coca-Cola Consolidated | $2.0B | +5% | deceleration |
| CELH Celsius Holdings | $847M | +17% | transition |
| FIZZ National Beverage | $331M | — | mature |
| ZVIA Zevia PBC | $48.3M | +18% | reacceleration |
| REED Reed's | $7.5M | — | transition |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.