1. Concept Development
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Define Purpose
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Energy drink, functional beverage, soft drink, flavored water, juice, cocktail, etc.
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Target Market
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Demographics (age, lifestyle, dietary needs)
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Trends (e.g., sugar reduction, clean label, plant-based, nootropic)
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Positioning & Branding
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Flavor profile, brand story, packaging style, price point
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2. Regulatory & Compliance
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Local & International Standards
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FDA (USA), EFSA (EU), Codex Alimentarius, etc.
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Ingredient Regulations
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Maximum caffeine levels, sweetener approvals, additive limits
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Labeling Requirements
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Nutrition facts panel, allergens, ingredient list, claims (organic, vegan, etc.)
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3. Ingredient Selection
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Base Liquids
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Water (purified, mineral, sparkling)
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Juice concentrates, plant-based milks, teas
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Functional Components (optional)
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Caffeine sources (synthetic, green coffee, guarana)
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Nootropics (L-theanine, taurine)
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Electrolytes, vitamins, minerals, amino acids
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Herbal extracts & adaptogens (ginseng, ashwagandha)
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Flavoring Agents
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Natural or artificial flavors, fruit essences
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Sweeteners
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Sugar, honey, agave, stevia, monk fruit, sucralose
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Acidulants
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Citric acid, malic acid, phosphoric acid (for taste & preservation)
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Colorants
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Natural (beta-carotene, spirulina) or synthetic (per regulations)
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Preservatives
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Sodium benzoate, potassium sorbate, ascorbic acid
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Carbonation (if applicable)
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CO₂ levels affecting mouthfeel & flavor release
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4. Formulation & Testing
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Bench Formulation
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Start with small lab batches (100–500 mL)
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Adjust flavor, sweetness, acidity, viscosity
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Stability Testing
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Shelf life at various temperatures
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Light exposure, pH stability, ingredient interaction
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Sensory Testing
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Focus groups, taste panels, blind testing
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Scaling Up
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Transition from lab to pilot production (5–50 L)
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Adjust for processing losses and flavor changes
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5. Production Methods
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Hot Fill – Suitable for high-acid beverages; extends shelf life without refrigeration
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Cold Fill + Pasteurization – Preserves more delicate flavors
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Aseptic Processing – Ultra-clean environment for long shelf life
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Carbonation Process – Inline CO₂ injection, bottle conditioning
6. Quality Control
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Critical Parameters
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pH, Brix (sugar level), carbonation volume, viscosity
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Microbial testing (total plate count, yeast & mold)
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Batch Records
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Document ingredient lot numbers, production conditions
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Retention Samples
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Keep for future quality verification
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7. Costing & Supply Chain
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Ingredient Sourcing
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Bulk purchasing, supplier vetting, country of origin
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Cost Analysis
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Raw materials, packaging, labor, overhead
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Packaging
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PET, glass, cans, Tetra Pak, pouches
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8. Intellectual Property
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Recipe Protection
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Trade secrets (keep formulation confidential)
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Trademark (brand name, logo)
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Patents (for unique processes or functional claims)
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9. Launch & Feedback Loop
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Soft Launch / Pilot Market
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Small batch sales for real-world feedback
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Iterative Improvement
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Adjust flavor, sweetness, packaging based on feedback
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Ongoing Innovation
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Seasonal flavors, limited editions, collaborations
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