San Francisco · 4 grocers · Fragmented

the soda aisle

San Francisco's soda aisle is a fragmented shelf spread across many brands: 163 products from 33 brands across 4 grocers. olipop owns the most shelf — 17% of SKUs, ahead of coca-cola. Store brands hold 1%. The shelf leans vegan — 17% of SKUs carry that claim. Verdict: fragmented — a crowded free-for-all with no clear structure (opportunity 53/100).

163
products
33
brands
$4.92
avg price
$1.69–$11.45
typical range

Zoom in

this aisle breaks into 9 sub-categories — open one for its own shelf report.

Who owns the shelf

brands by share of the soda shelf.

olipop
17% of shelf27 SKUs
coca-cola
12% of shelf19 SKUs
ppoppi
11% of shelf18 SKUs
fever-tree
11% of shelf18 SKUs
reed’s
5% of shelf8 SKUs
aalameda soda co.
5% of shelf8 SKUs
ssprite
3% of shelf5 SKUs
mmolecola
3% of shelf5 SKUs
ddiet coke
3% of shelf5 SKUs
bboylan bottling
3% of shelf5 SKUs
hhawaiian soda co.
3% of shelf4 SKUs
qq mixers
3% of shelf4 SKUs
nnixie
2% of shelf3 SKUs
aa'siciliana
2% of shelf3 SKUs
gginger lab
2% of shelf3 SKUs
dde la calle tepache
2% of shelf3 SKUs
bbruce cost
1% of shelf2 SKUs
ccanada dry
1% of shelf2 SKUs
ddram
1% of shelf2 SKUs
gus'sPL
1% of shelf2 SKUs
mmole cola
1% of shelf2 SKUs
ssomething & nothing
1% of shelf2 SKUs
ffentimans
1% of shelf1 SKU
ffanta
1% of shelf1 SKU
ddad's root beer
1% of shelf1 SKU
ssignature select
1% of shelf1 SKU
ssioux city
1% of shelf1 SKU
aalive mushroom elixir
1% of shelf1 SKU
ssprecher
1% of shelf1 SKU
cclever mocktails
1% of shelf1 SKU
vvirgil's
1% of shelf1 SKU
lleninade
1% of shelf1 SKU

How it's positioned

the claims products on this shelf lead with — share of SKUs carrying each.

Vegan
17%
Gluten-Free
15%
Seed-Oil-Free
15%
Dairy-Free
15%
Low sugar
8%
High fiber
7%
Plant-Based
7%
Weight Management
6%

How this market segments

the ways the soda shelf actually divides — the dimensions that separate what's on it (★ = the primary cut).

Type6 segments
Fruit
18% · 27
Cola
16% · 24
Ginger
13% · 20
Other
7% · 10
Tonic
6% · 9
Root Beer
5% · 8

Brand positioning

every brand by share of shelf × price. bubble size = the brand's total reach across all aisles; color = type (this shelf's main segmentation). top-right owns the premium end; bottom-right owns the mainstream.

store
scale
premium leadersmainstream leadersniche premiumvalue playersshare of shelfavg $/fl oz
Type:ColaGingerFruitRoot BeerTonicOther
Size:total brand reach (SKUs across all aisles)
Shape:nationalstore brand
price normalized per fl oz (sizes vary)10 omitted (no fl oz size)

All stores combined. Tap a store to see who wins its shelf.

Market structure

84
high
Brand competition
how many brands compete
92
high
Variety of offers
how differentiated the shelf is
8
low
Top-brand grip
how much a few brands dominate
53
med
Launch whitespace
room for a new brand

store-brand share: 1% · scores 0–100.

More aisles

how we measure.prices & assortment are collected from public storefronts of San Franciscogrocers, deduped to distinct products, and normalized to a per-unit price from each product's parsed size. market-structure scores come from brand shares. figures update as we re-measure. full methodology →