Supplier insights news

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...
06 April 2021
Hindustan Unilever’s rural distribution network, composed of Indian women micro-entrepreneurs, has become a lifeline during the pandemic.  The project has given them a source of income, while distributing Unilever’s products directly to rural consumers, without the need for a physical store. 140,000 female entrepreneurs across 18 states benefit from this project In the early 2000s, HUL starte...
31 March 2021
Following a strong first quarter, with sales up 22% and operating income up 35% year-on-year, McCormick has increased its sales outlook to expected growth of 8-10%. The strong performance reflects its efforts to capitalise on four accelerating consumer trends which the company expects to persist beyond the pandemic. 1. A continued sustained consumer preference for cooking more at home, includi...
29 March 2021
With at-home demand remaining elevated and most retailers picking online orders from stores, the centre store is under pressure for the first time in many years. We look at how retailers are responding to this and what the longer term implications could be. Retailers and suppliers are generating positive returns as they implement omnichannel-focused initiatives. In our latest report for Retail...
25 March 2021
As General Mills reports a strong third quarter, with net sales up 8% to $4.5bn and operating profit up 27% to $827m, we look at how it plans to introduce a two-year growth metric to benchmark its performance as it annualises pandemic-driven growth. Better visibility into the underlying momentum of the business Looking ahead to Q4, General Mills will be competing against pandemic-driven gro...
12 March 2021
With Q2 delivering a 5% increase in organic net sales and market share gains, we look at how the Campbell Soup Company (Campbells) plans to sustain its performance as the COVID-19 pandemic eases. 1. Building on earlier momentum in its snacks business Like many large CPGs, Campbells had a turnaround plan in progress ahead of the pandemic. This had helped to fuel growth within it snacks busin...
10 March 2021
As most markets in Europe and the Americas continue to operate in a pandemic environment, characterised by lockdowns and travel restrictions, we look at how five of the initial strategies adopted by suppliers have evolved over the last 12 months. 1. From retaining new households to building deeper connections The pandemic created a product trial event unlike any other. Many major suppliers ...
03 March 2021
Now that the Chinese New Year festivities are over, retailers and suppliers have started to shift their campaigns to clean and healthy eating.  The timing is appropriate as shoppers would usually look for guilt-free offerings after indulging with a lot of food over the holidays. Cold Storage Singapore: Eat Wholesome, Live Better Cold Storage has recognised that people are looking to make chan...