Supplier insights news

09 June 2020
In our recent report, 10 trading priorities for CPG suppliers, we highlighted how companies are adjusting their marketing approach as the COVID-19 pandemic evolves. We look at how this is being put into practice by two leading operators, The Campbell Soup Company and J.M. Smucker Company. Initial cut-back on marketing spend During the initial phase of the COVID-19 pandemic, many suppliers c...
21 May 2020
As the food retail sector gravitates to a more normalised trading environment, we look at the issues which are top of mind for CPG suppliers. Key workstreams Over the last few weeks, several global suppliers have provided trading updates outlining their performance through the initial phase of the pandemic and their current areas of focus. While these are not all being worked on by every co...
12 May 2020
PepsiCo has launched two direct-to-consumer websites, PantryShop.com and Snacks.com, providing shoppers with access to a range of the company’s brands. Concept to execution in less than 30 days The two websites have been developed by PepsiCo’s in-house ecommerce team, moving from concept to execution in less than 30 days. The initiative was driven by the recent increase in at-home consumpti...
06 May 2020
Announcing its first quarter results, Coca-Cola European Partners discussed the challenges its country operations were facing given the shifts in demand. 1. Challenging to predict demand The company noted while the switch to more at home occasions had supported sales, the trading had been ‘ volatile ’. CCEP noted that while volumes had benefited from household stocking initially, this had f...
05 May 2020
As several retailers start to limit meat purchases, we look at how the supply chain is responding. Aiming to limit stocking-up Costco, Kroger and Albertsons are among several major US food retailers that have started to limit the number of meat purchases customers can make. In many chains, customers are being limited to two or three items. Although there does not appear to be an issue with ...
04 May 2020
We look at how Colgate-Palmolive (Colpal) is being impacted globally by the coronavirus pandemic. 1. Uncertainty on sales and profitability through 2020 Colpal’s first quarter organic sales increased 7.5%, driven by the surge in consumer demand. However, the company expects some of the additional volume in certain categories to impact sales growth in future quarters. Along with stay-at-home...
01 May 2020
We look at The Kellogg Company’s first quarter performance, the impact on its breakfast portfolio and what it expects in the second half of the year. Kellogg is another major CPG that was going into the pandemic following a major restructure of its commercial operations, with a new commercial strategy, Deploy for Growth. The words of chairman and chief executive office, Steven Cahillane, paint...
01 May 2020
As it reported like-for-like sales growth of 13.3% in its first quarter, Reckitt Benckiser underlined the challenges the business faces in terms of demand planning and understanding whether the buying habits it has seen will continue in the short term. Unclear whether buying will be maintained in rest of 2020 Although the company was able to report strong sales growth across most geographie...
30 April 2020
We review Kraft Heinz’s first quarter performance and the plans it’s making in response to the coronavirus pandemic. 1. At-home growth offset foodservice reductions Organic net sales increased 6.2% (excluding the impact of currency and divestments), driven by increased spending related to COVID-19. Growth in at-home consumption more than offset an unfavourable impact from retail inventory r...
29 April 2020
We look at the actions Mondelez International is taking to emerge stronger from the pandemic. China bounce-back - the speed of the recovery of its business in China has provided the company with a blueprint that it wants to replicate in other emerging markets. The business delivered growth in the quarter and gained share, based on the strength of its local team, fast-decision making and s...