Where did Zoom come from?

The general consensus is that seemingly overnight Zoom went from an unknown company to essential infrastructure. That’s not true. Prior to the coronavirus, it was a major player in enterprise communications.  The reason most people didn’t know about it, is that it was designed as a B2B company (business-to-business sales) rather than a B2C (business-to-consumer)…. Continue reading

General Mills: From foodservice to retail, the impact of coronavirus

In the age of coronavirus, American consumer product companies, like General Mills, are working overtime to ensure that people stay fed in an era of self-containment. It has been almost two weeks since President Trump declared a national emergency, and numerous states followed with “safer-at-home” orders. In a matter of days, Americans went from eating… Continue reading

Information lag. Coronavirus and the CPG supply chain

Just one week after March 15, 2020, when President Donald Trump claimed the US had ‘tremendous control’ of the coronavirus pandemic, California Governor Gavin Newsome ordered all state residents to stay home. “The order,” the New York Times reported, “represents the most drastic measure any governor has taken to control the virus.” Similar orders may become… Continue reading

The Campbell Soup Company — Processed food growth in a fresh world

Last week the Campbell Soup Company announced that its recent investment in soup marketing paid off. This news is somewhat surprising. Nearly all research shows that consumers want fresh food. According to IRI, in 2017, fresh sales accounted for approximately 30.5 percent of all food sales, with produce, bakery, and deli meats accounting for most… Continue reading

Retailer Shelf Space: Another potential loss for CPG Manufacturers

In theory, the relationship between CPG manufacturers and retailers is one of mutual interest and cooperation. A retailer needs healthy manufacturers to stock their stores with quality products that consumers want. One of the subtexts to my earlier article on Dean Foods is that retailer consolidation is weakening the power of manufacturers to the point… Continue reading

Revenue Growth Management: Coca-Cola profit rises investment pays off

Coke announced it achieved or exceeded revenue and profits expectations for 2019. This came in stark contrast to 2017 when it looked like the Atlanta based fast-moving consumer product company faced an existential crisis over sugar. Consumers didn’t want to drink it anymore—bad news for a company whose portfolio revolved around sugary drinks. In two years,… Continue reading

P&G to buy Billie. It may work, but not for the reason you think

In early January, P&G announced plans to buy Billie, a subscription-based, direct-to-consumer brand focused on women razors. Female razors have long been a consistent revenue generator for CPG companies—not due to product quality—but because of a strange mix of sexism, product development and market concentration. The US female razor market is a $1 billion industry… Continue reading

Counterfeit products on Amazon is harming CPG innovation

Combatting counterfeit products on Amazon is one of the most significant issues facing brands today. According to a Gartner-L2 study, 1/3 of all reviews for products listed by third-party sellers contain the words “fake” or “counterfeit.” Marker recently ran an interesting article on S’well, the fashionable water bottle company. The company, which reached sales of… Continue reading