Captured through Aug 19, 2026, 6:00 PM

Innovation Scorecard

The same fair share standard applied to new items only: facing share against market share, adjusted for the availability and compliance each new item actually received. Read it next to the core set to see the whole brand.

New items in the set

90

Across 15 brands in scope

Under-spaced opportunity

+$32.9M

Annual sales sitting behind new items that earn more space

Sell-through, adjusted

66%

53% before adjusting for the availability these items got

Distribution vs demand

18 / 33

New items held back by the shelf, against those the shopper is passing by

Category

Brand space against demand, new items

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 new items show

  • 18 new items are being judged on doors they never gotCelsius Live Fit Berry 12z reads 44% sell-through, but 69% once you only count the stores that actually had it on shelf. Across the innovation set the availability adjustment is worth 13 points — the item is fine, the distribution is not.
  • C4 Jolly Rancher Green Apple 16z is past the launch window484 days on shelf at 44% availability-adjusted sell-through. Past 120 days it stops being a new item — either it moves into the core set or it gives its facings back.
  • Pathwater Lto 25z is a genuine demand problem23% availability-adjusted sell-through after 460 days, against Pathwater Alkaline Water 25z at 29% as the comparable. The doors were there; the shopper was not. 33 items read this way in the innovation set.

Brands, ranked by their new-item space

Facing share Market share
Mt Dew3 new items · CSD
0.6%1.5%2.50Under-spaced

82% raw · 87% adjusted

+$1.4M
Ghost7 new items · Energy
2.7%4.6%1.70Under-spaced

61% raw · 76% adjusted

+$3.4M
Dr Pepper1 new item · CSD
0.5%0.8%1.60Under-spaced

48% raw · 65% adjusted

+$0.5M
Pepsi1 new item · CSD
0.2%0.3%1.50Under-spaced

67% raw · 75% adjusted

+$0.3M
Rockstar1 new item · Energy
0.2%0.3%1.50Under-spaced

68% raw · 98% adjusted

+$0.2M
Alani Nu1 new item · Energy
0.2%0.3%1.50Under-spaced

63% raw · 90% adjusted

+$0.2M
Gatorade3 new items · Sports Drink
2.9%3.4%1.17At fair share

68% raw · 81% adjusted

+$1.0M
Starbucks7 new items · Dairy
1.6%1.8%1.13At fair share

49% raw · 61% adjusted

+$0.5M
Celsius8 new items · Energy
3.4%3.6%1.06At fair share

53% raw · 71% adjusted

+$0.8M
Red Bull28 new items · Energy
49.2%51.7%1.05At fair share

53% raw · 66% adjusted

+$11.3M
Monster15 new items · Energy
15.6%16.4%1.05At fair share

46% raw · 58% adjusted

+$3.6M
C46 new items · Energy
4.0%4.2%1.05At fair share

43% raw · 58% adjusted

+$1.0M
Monster Java7 new items · Dairy
8.7%8.8%1.01At fair share

56% raw · 66% adjusted

+$1.2M
Pathwater1 new item · Water
0.3%0.3%1.00At fair share

21% raw · 23% adjusted

-$0.1M
Starbucks Coldbrew1 new item · Dairy
0.2%0.2%1.00At fair share

44% raw · 60% adjusted

+$0.1M

Innovation Fair Share Index is market share divided by facing share for new items only, adjusted for the availability and compliance each item received. Above 1.00 the new item is under-spaced for its demand; below 1.00 it holds more space than it earns. A low sell-through with a high adjusted rate is a distribution problem, not a demand problem — the item never got its facings. Run this next to the Fair Share Index, which covers the core set.

How concentrated the market sales are

New items in full color against the core set in gray, ranked by share of market sales.

Break out by
Show

57 of 170 SKUs carry 80% of market sales

76 of 170 SKUs carry 90%

EnergyCSDWaterSports DrinkDairyTea & Juice

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.