Supplier insights news

The Coca-Cola Company is establishing new operating units, global beverage category leads and a platform services organisation to align the business around a growth focus. Driving growth through strong brands The reorganisation has been developed to underpin the company’s ‘Beverages for Life’ strategy and capture growth opportunities. The aim is to optimise its global scale and local capabi...

As consumers look to avoid large scale gatherings in support of social distancing and efforts to control the spread of COVID-19 in the US, we look at how Mars Wrigley is adopting virtual approach to the Halloween season. Merging the digital and physical Building on the growth in virtual events, including since the start of the COVID-19 pandemic, Mars Wrigley is launching a new digital exper...

As one of the leading private label manufacturers in the US, TreeHouse Foods has a great view of us food retail sector. We look at why it believes it is well positioned for the future. Branded suppliers responded faster to meet demand While the company was impacted in the second quarter by some plant closures and SKU rationalisation, which resulted in branded manufacturers gaining shelf spa...

In reporting full-year results, Procter & Gamble (P&G) saw ecommerce sales increase 40% to over $7bn, representing over 10% of the company’s sales. Ecommerce sales up 50% in second half P&G was one of the early investors in the ecommerce channel, focused on creating dedicated teams, products and strategies to grow its business significantly. Spurred on by the COVID-19 pandemic, it saw a sig...

We look at why Mondelez is undertaking a significant SKU rationalisation exercise, simplifying its portfolio. Building on COVID-19 actions SKU rationalisation has been a key theme of the COVID-19 pandemic for suppliers and retailers. Most major suppliers simplified their offers temporarily to ensure the supply of key items and drive supply chain efficiencies during the initial surge in dema...

We highlight five consumer behaviour trends shaping Reckitt Benckiser’s strategic outlook and its investment plans. Unprecedented demand With a product portfolio centred on hygiene, health and nutrition, Reckitt Benckiser has been able to tap into significant growth opportunities shaped by the COVID-19 pandemic. The company has seen unprecedented demand for several of its products, making i...

We look at how The Hershey Company is planning for Halloween, a major event for suppliers and retailers in the second half, and its expectations for the season. Tapping into consumer creativity Halloween is the company’s largest season, representing 10 % of its annual sales. Given the impact of COVID-19, this year it expects the event to be different. Halloween is expected to start earlier,...

Following Unilever’s Q2 / H1 results announcement we look at five areas it highlighted and the learnings others can take from the global business. 1. Online shift seen globally and across operating models Much discussed as a driver of online’s expansion, the pandemic has led to fast paced growth globally. Unilever discussed how it was seeing the channel advance in several of its key markets...

We look at how The Coca-Cola Company continues to adjust to the COVID-19 trading environment and how it expects to emerge as a stronger business. Sequential improvement in the quarter The main impact on the business continues to be the shift from out-of-home to at-home consumption. Net revenue declined 28%, driven mostly by the out-of-home challenge, however, it saw sequential improvement i...

We look at how population mobility, store closures, meal consumption and the economic backdrop are impacting PepsiCo’s financial performance. Top line results PepsiCo’s second quarter revenue fell by 3.1% with organic revenue down 0.3% While it saw strong growth in its Quaker Foods and Frito-Lay North American businesses, PepsiCo Beverages in the region was negatively impacted by the ...