Supplier insights news

28 April 2020
We look at how PepsiCo is responding to the current trading environment, its four identified phases of the pandemic and how it’s moving forward. 1. Strong and accelerating momentum in first quarter The company’s net revenue grew 7.7% in the first quarter as it benefited from shoppers stocking up. However, its internal analysis highlighted underlying strong growth (ex-COVID-19), with organic...
27 April 2020
As part of its first quarter results, Nestlé discussed the impact the coronavirus pandemic had had on all parts of its operations and how it had performed in China towards the end of the quarter as the country exited the worst effects of its lockdown. 1. China exiting the quarter ‘gradually’ Given China was loosening its lockdown towards the end of the quarter, Nestlé discussed what it was ...
27 April 2020
Following Unilever’s first quarter results we look at five key takeaways from the announcement and the impact that the coronavirus has had on its operations. 1. Change has required new ‘Agile markets organisation’ As a reaction to the pandemic Unilever said it had established a new structure to manage the organisation through its response to coronavirus. The five workstreams were built arou...
24 April 2020
We look at the actions The Hershey Company is taking as it responds to the Coronavirus (COVID-19) pandemic, beyond its initial crisis response. Top line results The company saw consolidated net sales growth of 1.0% in the first quarter, in line with expectations and benefitting from a modest impact from the pandemic. In North America, net sales increased 2.1% for the quarter to March 29. Ho...
23 April 2020
With the surge in demand for toilet tissue being one of the early features of the coronavirus (COVID-19) pandemic, we look at how Kimberly-Clark is adjusting to the trading environment. Q1 sales up 8% First quarter sales and volumes increased 8% driven by consumers stocking-up related to the pandemic. This impacted all business segments across all major geographies, although the strongest s...
23 April 2020
Announcing its first quarter results, which were ‘ stronger than [it] had anticipated ’ Danone underlined why it believed its long term One Planet. One Health. strategy remained ‘ so relevant, urgent and meaningful ’. Shift in consumption patterns affected operations Danone highlighted the several shifts its operations have had to deal with during the first quarter. Initially it said had se...
21 April 2020
We look at the commercial actions The Coca-Cola Company is taking in response to the coronavirus pandemic. Changing consumer spending patterns As part of its Q1 results announcement, the company withdrew its previous guidance for the full year. Coming into the quarter it was delivering sold volume growth of 3%, excluding China. However, as the pandemic spread globally, it experienced a sign...
20 April 2020
We unpick Procter & Gamble’s (P&G) Q3 results to understand how it is planning to trade its way through the coronavirus pandemic and beyond, and highlight the lessons for other CPG suppliers. 1. Sales cycles are varying by geography P&G delivered a strong quarter, with sales up 6%. However, while it experienced strong consumer demand in North America and certain European markets, this was o...
20 April 2020
Smucker’s, a major CPG and pet food company in North America, has provided updated sales guidance for its fourth quarter. Forecasting 1% decline in net sales Having previously issued guidance pointing towards a decline of 3% in net sales, the company expects sales to be down only 1% for the full year to April 30. This is a major improvement in its performance during the final quarter of the...
17 April 2020
India's FMCG businesses are partnering with the government to help up to 1m Kirana stores deliver safer shopping environments in the face of the Coronavirus pandemic. Ensuring minimum hygene and safety standards across Kirana stores As part of plans by the Union consumer affairs ministry, 12 FMCG companies including Nestle India, Britannia Industries, Marico, J&J, Dabur India, Tata Consumer...