Is J.M. Smucker management overestimating its brand power?
J.M. Smucker Co. increased its sales guidance and analysts are skeptical. They should be.
Eric Gardner
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.