-
Consumption is still strong at Target, despite inventory woes
In Q2 of 2022 Target’s operating margin fell to just 1%. The pain should be over as management preps for growth.
-
Utz Brands uses a fast follower strategy to grow sales
Utz Brands is using a fast follower strategy to grow share within the salty snack category. Just don’t tell the CEO it’s a bargain brand.
-
Is J.M. Smucker management overestimating its brand power?
J.M. Smucker Co. increased its sales guidance and analysts are skeptical. They should be.
-
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.
-
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.
-
Retail Media Networks and Slotting Fees
In 2017, Amazon made a lucrative decision. It quit being a retailer and became a retail media network. Here’s what that means and why others are following in the pursuit of easy modern slotting fees.
-
Is Amazon to blame for potentially rising retail theft rates?
The last six months or so have seen an explosion of news articles about rising retail theft rates. Is Amazon potentially to blame?
-
TreeHouse Foods and other private label companies face big COVID challenges
Learn about the business strategy and operations of private label companies and why COVID-19 has many searching for answers.
-
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.