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What are Consumer Goods? Understanding the companies and categories.
When thinking and analyzing consumer goods, it’s helpful to define the industry and then break the CPG companies into distinct categories.
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McDonald’s corporate officers: Are they still a big strategic asset?
Ray Kroc built his company around an ethos of action over academics. Do the modern McDonald’s corporate officers reflect this strategic choice?
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Albertsons’ management is probably wrong about protein inflation
Albertsons’ management predicts that protein inflation may disappear. Market consolidation says otherwise.
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Supply Chain Management: How Conagra is managing constraints
Learn how Conagra Brands’ management views supply chain management and how smart pricing is helping them navigate the constraints caused by COVID.
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Foodservice Distributors and CPG – COVID, concentration, and what it means for CPG companies
Foodservice distributors are the major gatekeepers in the foodservice industry. COVID altered the power landscape. Here’s what it means for CPG manufacturers.
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Beyond Meat News: big partnerships, but is it sustainable?
In Beyond Meat news, the company announced deals with McDonald’s and Yum Brands! History shows this could transform the company–if people want what it sells.
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Is the Nestlé e-commerce strategy the future of CPG?
The Nestlé e-commerce strategy is centered around premium products and customization enabled by smart M&A. It might just be the future of CPG.
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Kraft Heinz: Earnings boost and a smart sale of Planters
Kraft Heinz earnings exceeded expectations. Here’s why the company is on an upswing and why the Planters sale makes strategic sense.
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Clorox earnings call reveals a targeted approach to international growth
In the Q2 2021 Clorox earnings call Management talked about using e-commerce for smart international expansion—a far cry from the CPG industry’s past approach.
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CPG and E-Commerce. What company is winning?
For nearly a decade, CPG and e-commerce was an unknown. Post-COVID, it’s reality and we have the data to understand who is excelling and who is getting left behind.