Supplier insights news

02 July 2021
Walmart and Kraft Heinz have partnered to launch 11 episodes focused on healthy, convenient meal solutions, across its shoppable interactive video hub, Walmart Cookshop. Walmart initially partnered with tech company eko in 2018 to develop original, interactive content to help the retailer develop more frequent and deeper engagement with its customers. The technology enables a new level of pers...
10 June 2021
Although the net sales decline of 11% was in line with company expectations, Campbell’s faced increased margin pressure in the third quarter. We review how it plans to manage the impact of higher costs. Sticky consumer behaviours As the company cycled against the surge in demand at the start of the pandemic last year, it saw a significant impact on sales in Q3. However, 75% of its portfolio...
09 June 2021
With the pandemic limiting peoples’ access to dental check-ups, they have had to rely on at-home oral care products to maintain their oral health. We explore five ways of how oral care brands have evolved their responses and strategies during the pandemic to help boost sales and transform the category to strengthen its prospects. 1. Transforming oral care into a premium beauty routine In ...
31 May 2021
Speaking at its first Force for Good investor event, General Mills’ chief financial officer, Kofi Bruce, outlined how its force for good mission is being integrated across the organisation and plays an important role in driving long-term shareholder returns. Accelerate Strategy Being a force for good is a central pillar of General Mill’s ‘Accelerate Strategy’, along with boldly building bra...
13 May 2021
After a strong first quarter, the Kellogg Company has raised its guidance for the full year, expecting sales growth to be flat, having previously forecast a small decline. Matching last year’s sales Following a record year in 2020, it is impressive that the company is expecting to match last year’s sales, which included the pandemic driven surge in demand. While it continues to benefit from...
30 April 2021
Following a strong first quarter, with consolidated net sales up 12.7%, Hershey has raised its outlook for the full financial year. Having initially forecast sales growth of 2-4%, it now expects growth of 4-6%. Source: IGD Research 1. New at-home behaviours are forming new traditions Families continue to embrace the at-home lifestyle, with its brands central to game and movie nights...
29 April 2021
Having delivered solid organic revenue growth of 3.8% in Q1, lapping the start of the surge in demand last year (2020 Q1: +6.4%), not only does Mondelez remain confident on the outlook for the full year, but believes it can accelerate its long-term growth rate. 1. Change of business focus unlocking investment dollars From a focus on costs and profit margins, it has switched to focus on top ...
20 April 2021
Having delivered a strong first quarter, with net revenues up 5%, The Coca-Cola Company’s chairman and CEO, James Quincey, highlighted the continued uncertainty in the trading environment, driven by the different phases of the pandemic across different markets. Asynchronous recovery When the pandemic struck just over a year ago, most markets went into lockdown simultaneously. While the impa...
19 April 2021
Having delivered a strong first quarter, we highlight 10 key facts we learnt from PepsiCo’s results and what they indicate about the post-pandemic environment. What we learnt? 1. Pandemic trends persist - large formats and ecommerce are continuing to perform well, benefitting from at-home consumption trends, supported by consumer-centric innovation. This aligns with the experiences of oth...
09 April 2021
Conagra Brands delivered a strong third quarter performance with net sales up 8.5% to $2.8bn and net income up 37.8% to $281.4m. Although the outlook for COVID-19 is improving in many regions, including enhanced mobility, the company expects demand for food-at-home to remain elevated, underpinning future growth. Four years’ worth of incremental new buyers Given the unprecedented trialling o...