-
Is J.M. Smucker management overestimating its brand power?
J.M. Smucker Co. increased its sales guidance and analysts are skeptical. They should be.
-
Kroger and the return of private label
In Q1 of 2022, private label sales at Kroger grew 6.3%–outpacing all national brands. Many credit inflation, but don’t forget about CPG promotional strategies.
-
Is the Hershey Company about to face private label competition?
The Hershey Company has generated huge profits, partially because it is immune from private labels. Do remarks from a small chain reveal a coming showdown?
-
Trade-up, trade-down, Campbell Soup Company has consumers covered
Campbell Soup Company had a solid third quarter after price increases generated almost a double-digit increase in sales. They key? Control at all price points.
-
A forecasting miss derails Walmart and Target
This week management at Target and Walmart reported the worst earnings in recent memory, sending both stocks spiraling down. The culprit? A (understandable) forecast miss.
-
All the exciting RGM work at Coca-Cola is happening internationally
Coca-Cola is using revenue growth management (RGM) to rethink its packaging, prices and offerings in international markets, but domestically it’s focused mostly on price and pack-size. Operations help explain why.
-
A look at Strategic Revenue Management at General Mills
It won’t make the front page of the Wall Street Journal, but General Mills has done a fantastic job building strategic revenue management (SRM) capabilities.
-
Constellation Brands pushes back against aggressive beer price hikes
Investors wanted a 2-4% price increase in beer prices. Constellation Brands wants 1-2%. Why did management push back?
-
Post Holdings announced more price increases. Will it work?
Post Holdings announced a price increase for its major consumer brands. It seems to lack leverage over retailers or strong brands. Will the price increase work?
-
Kimberly-Clark signals more diaper inflation, and that’s just the start
Kimberly-Clark management thinks it has pricing power and will continue price increases to offset rising costs. Translation: diaper inflation is just the start.