CPG

Convoy shutdown, earnings reports highlight ongoing market weakness

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Convoy failure reflects market conditions that continue to benefit shippers

News of Convoy’s failure...

https://www.freightwaves.com/news/convoy-shutdown-earnings-reports-highlight-ongoing-market-weakness

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

Can CPGs sell on Amazon Marketplace profitably?

Are sellers on Amazon Marketplace victims of an Amazon monopoly?

Amazon shares (black) versus the S&P 500 (blue). Amazon has a 3.1% weighting in the index. (Chart: Barchart.com Inc.)

The 172-page lawsuit filed by the Federal Trade Commission (FTC) and 17 state attorneys general last week brought to the forefront the challenges that CPG companies and other sellers face on Amazon Marketplace. Whether Amazon is abusing a monopoly or not, it’s clear that sellers face an uphill battle when attempting...

https://www.freightwaves.com/news/can-cpgs-sell-on-amazon-marketplace-profitably

Is Amazon illegally burying products in search results?

By now, you’ve surely seen that the Federal Trade Commission and 17 state attorneys general filed suit against Amazon on Tuesday, alleging that it used its market position to “inflate prices, degrade quality and stifle innovation for consumers and business.” The FreightWaves article is here. 

For additional detail I turned to one of the most insightful guests I’ve had on The Stockout show — Chris Moe, CEO of Cartograph (that interview can be seen here) and someone who knows all about how...

https://www.freightwaves.com/news/is-amazon-illegally-burying-products-in-search-results

CPGs, retailers collaborate to balance volume and unit revenue

General Mills leverages newfound strategic revenue management capability to effectively balance pricing and volume 

Chart: Barchart.com Inc.

General Mills on Wednesday reported its fiscal first-quarter results and the shares didn’t do much with little variance from expectations and management reiterating full-year guidance. But the company highlighted a number of CPG industry trends. 

  • Pricing strategies have become more sophisticated. According to management, a major difference between this year...

https://www.freightwaves.com/news/cpgs-retailers-collaborate-to-balance-volume-and-unit-revenue

What the Smuck?!? Analysts highlight Hostess deal risks

Twinkie-flavored Uncrustables?

(Chart: Barchart.com Inc.)

Just when I thought I had figured out that the health-focused segment was the growth area in food, and thus the most attractive acquisition target, on Monday the J.M. Smucker Co. announced the $5.6 billion acquisition of Hostess Brands, a company solely focused on not just run-of-the-mill junk food but “indulgent” junk food. Smucker is paying a healthy multiple of 17.2x adjusted earnings before interest, taxes, depreciation and...

https://www.freightwaves.com/news/what-the-smuck-analysts-highlight-hostess-deal-risks

Welcome to the new and improved product

Summer’s unofficially over and we’ve made a few changes (all for the better) to The Stockout newsletter and podcast. We’re consolidating content previously under The Stockout (CPG) and Point of Sale (retail) while keeping The Stockout name. So, those subscribed to Point of Sale are now signed up for The Stockout. The content overlapped too much to do anything else, such as discussions of dynamics between retailers and their suppliers. In addition, Grace Sharkey has joined me on The Stockout...

https://www.freightwaves.com/news/welcome-to-the-new-and-improved-product

Retailers look to get suppliers’ prices lower

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Retailers to exert more pressure on CPG companies and other suppliersWalmart shares (black) have...

https://www.freightwaves.com/news/retailers-look-to-get-suppliers-prices-lower

CPG companies experiencing unusual demand weakness as Americans’ incomes deteriorate

It’s not often that companies in the same industry provide differing views of why demand might be strong or weak at a particular time, or for that matter express confusion about what’s happening, but that’s what’s occurring among U.S. branded packaged foods companies.

As FreightWaves reported two weeks ago, General Mills experienced a sharp volume decline in its quarter ending May 31 and provided two explanations for why: Americans have become increasingly price-sensitive and U.S. retailers have...

https://www.freightwaves.com/news/cpg-companies-experiencing-unusual-demand-weakness-as-americans-incomes-deteriorate

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