CPG retailers
Pepsi/Carrefour divide the latest among retail/CPG disputes
Retail, CPG pricing disagreement boils over in Europe
Depending on whom you believe, either European grocer Carrefour stopped selling Pepsi products in certain locations, or Pepsi pulled out and decided to stop selling at the grocer. Whatever the specifics, the parties couldn’t agree on the value of potato chips, and it’s clear that retailers and CPG companies have become even more at odds than usual as commodity prices have fluctuated. Even if the Carrefour impasse persists, it isn’t going to...
https://www.freightwaves.com/news/pepsi-carrefour-divide-the-latest-among-retail-cpg-disputes
Health issues loom over CPG industry
Ozempic leaves CPG items on the shelf
Some investors reacted negatively to The J.M. Smucker Co.’s acquisition of Hostess, doubting that the recent growth in indulgent snacking can continue. (Chart: Barchart.com Inc.)
Call it the Ozempic bear thesis. On recent CPG earnings calls, analysts have been asking about the diabetes medication’s impact with management teams. Some dismiss the risk while others, like PepsiCo, are redesigning products with healthier ingredients and/or smaller pack sizes...
https://www.freightwaves.com/news/health-issues-loom-over-cpg-industry
The Stockout: TreeHouse Foods’ results show private label brands gaining share
TreeHouse Foods gains share despite lingering supply chain issues
TreeHouse manufactures food products for retailers’ private label brands, such as those owned by Walmart, Aldi and Trader Joe’s. I like to look at TreeHouse’s results each quarter to gauge share changes between the national brand and private label.
According to TreeHouse and leveraging IRI’s point-of-sale report, the national brands that compete in its categories posted a 5.0% unit volume decline in the fourth quarter versus a...
Loaded and Rolling: Trucking and CPG sales, White House freight data exchange
Truck drivers as a driver of CPG sales
(Photo: Jim Allen/FreightWaves)I was recently tasked with filling in as a temporary expert for The Stockout newsletter. It turns out that drivers are conveniently placed at truck stops that offer a litany of consumer packaged goods. Can you name one sector that has outperformed the S&P 500 by about 3,100 basis points (bps) year to date? It turns out the convenience store (C-store) industry is that sector. This sector for CPG is noted as a less...
What the retail rout means for CPGs
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Retail rout
This week saw a rout in retail stocks with shares of Walmart and Target down 21% and 31%, respectively, during the past five trading sessions. The retailers have January fiscal year-ends so the just-reported quarter includes February-April, a period that had more than its...
https://www.freightwaves.com/news/what-the-retail-rout-means-for-cpgs
Private fleets are an expensive response to ongoing volatility
The hunt for available capacity is the ongoing refrain since the pandemic shifted consumer buying habits. According to a recent McKinsey survey of CPG companies, 80% of those companies have no expectation that pandemic-fueled transportation costs will decline anytime soon.
A May report from BSI, a London-based standards and supply chain intelligence firm, suggested that while immediate effects of the pandemic are easing worldwide, the long tail of the pandemic is ongoing and may include...
https://www.freightwaves.com/news/private-fleets-are-an-expensive-response-to-ongoing-volatility
The Stockout: Oatly shares soar upon going public
With most CPG companies already having reported first-quarter earnings, the CPG-related news this week centered around descriptions of consumer strength from their retail partners. In addition, the largest CPG companies, such as Unilever, are making bigger pushes into sustainable packaging. Finally, Oatly shares soared in their debut on Thursday.
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Oatly (Nasdaq: OTLY) shares surge as they begin trading. Th...
https://www.freightwaves.com/news/the-stockout-oatly-shares-soar-upon-going-public
GSCW keynote: It’s a new world for CPG retailers
Retailers and manufacturers are facing a new world in 2021, thanks to COVID, but if the resiliency of the supply chain proved anything in 2020, it is that they can adapt.
Tom Madrecki, vice president of supply chain and logistics at the Consumer Brands Association, joined Andrew Cox, FreightWaves’ senior retail analyst, on Wednesday morning to kick off Day 3 of the FreightWaves Global Supply Chain Week virtual conference.
Global Supply Chain Week, an eight-day virtual event, is being streamed for...
https://www.freightwaves.com/news/gscw-keynote:-its-a-new-world-for-cpg-retailers