Captured through Aug 19, 2026, 6:00 PM

Fair Share Index

Facing share against market share for the core set, held to the same standard for every brand: share is adjusted for the availability and compliance each brand actually received. Start at the brand, drill to the individual SKU. New items live on the Innovation Fair Share Index.

Category

Brand space against demand

Facing share on the horizontal, market share on the vertical.

Above the line — under-spacedBelow the line — over-spaced

The dashed line is parity — market share equal to facing share. Points above the line pull more demand than the space they hold, so they are under-spaced. Points below the line hold more space than the demand behind them.

What the share read shows

  • Red Bull is under-spaced for its demandRed Bull holds 6.1% of the facings in the core set against 9.7% of the market — index 1.59, worth +$11.2M a year if the space follows the demand.
  • Nestlé Waters is the space to donateNestlé Waters sits at index 0.61 — 7.2% of the facings for 4.4% of the market. It is the cleanest donor in the core set, and roughly 13 facings come out of it before the shopper notices.
  • The reallocation balancesUnder-spaced brands need about 57 facings; over-spaced brands can release about 41. The core set can be corrected inside its own door count — no extra space required, and +$38.1M on the table.
Coca-ColaAll categories
31.0%28.4%0.92At fair share-$8.1M143 of 460
PepsiCoAll categories
24.5%26.8%1.09At fair share+$7.1M113 of 460
Keurig Dr PepperAll categories
14.2%12.1%0.85Over-spaced-$6.5M65 of 460
MonsterAll categories
9.4%12.9%1.37Under-spaced+$10.8M43 of 460
Nestlé WatersAll categories
7.2%4.4%0.61Over-spaced-$8.7M33 of 460
Red BullAll categories
6.1%9.7%1.59Under-spaced+$11.2M28 of 460
BodyArmorAll categories
4.4%2.9%0.66Over-spaced-$4.7M20 of 460
CelsiusAll categories
3.2%6.1%1.91Under-spaced+$9.0M15 of 460

Fair Share Index is market share divided by facing share, adjusted for the availability and compliance each brand received. Above 1.00 the brand is under-spaced for its demand; below 1.00 it holds more space than it earns. This view covers the core set — new items are held to the same standard on the Innovation Fair Share Index.

How concentrated the market sales are

SKUs ranked by share of market sales.

Break out by

14 of 24 SKUs carry 80% of market sales

18 of 24 SKUs carry 90%

Bars are each SKU's share of market sales, ranked largest first. The line is the running total — where it crosses 80% and 90% is how concentrated the portfolio really is.