Coca-Cola’s steady handoff from James Quincey to Henrique Braun comes as the beverage giant navigates slowing soda demand, political crosswinds, and shifting consumer habits. Quincey proved Coke could thrive amid turbulence; now Braun must do the same.
Once a natural foods juggernaut, Hain Celestial is now a cautionary tale of over-acquisition and underperformance. After a decade of turnarounds, the cupboard of fixes appears bare, and time is running out.
Elliott Management just invested $4 billion in PepsiCo, betting it can fix what fizzled. The activist investor envisions a turnaround – assuming legacy brands can still thrive in a GLP-1 world.
Tyson’s beef woes mask solid gains in chicken and prepared foods, and investors remain skeptical. With leadership shakeups and earnings volatility, the market’s appetite for Tyson stock is far from ravenous.
Post Holdings has long defied gravity in packaged foods – but even its stellar acquisition record can’t outrun cereal’s decline. As M&A slows, investors are asking: has Post finally met its match?
Kraft Heinz’s split into Global Taste Elevation and North American Grocery left investors cold, triggering a 7% stock drop. Instead of unlocking value, the move may simply double down on existing challenges.
Conagra’s stock plunge reveals deep investor doubts about the packaged food sector’s ability to navigate inflation, tariffs, and margin pressure. With volume and pricing power eroding, the industry may be facing a new, uncomfortable normal.
Retail media is booming, with CPGs pouring billions into data-driven platforms like Walmart Connect, Instacart, and DoorDash. The result: high-margin ad revenue is reshaping profit models and investor expectations across grocery and delivery.
Beverage giants appear to be losing their buzz. Investors are signaling deeper concerns despite steady profits. As GLP-1s and shifting health sentiments rise, the sector’s long-term resilience may be entering a new taste test.
As consumer demand for sustainable packaging increases, brands like Frugalpac and KIND Snacks are making bold moves to redefine industry standards, with Frugal Bottle’s rollout at Target and KIND’s curbside-recyclable wrapper pilot setting new benchmarks for eco-conscious innovation. Other brands are expected to follow their lead.
The Circana CPG Growth Leaders report revealed how top-performing brands like Constellation Brands and Celsius energy drinks leverage innovation, personalization, and exclusive partnerships to drive consumer loyalty. The research underscores the importance of authentic connections for sustained growth.
Retail media networks are evolving from data gatekeepers into comprehensive media companies. This transformation is prompting marketers to rethink ad strategies as RMNs push for larger brand commitments and integrate advanced media formats like video and shoppable content.
Upcycled citrus waste offers many benefits over traditional petroleum-based plastic for packaging purposes. However, barriers to adoption are high, particularly regarding regulatory and safety challenges.
Dr. James Richardson, author of Ramping Your Brand and owner of Premium Growth Solutions, shares some of the pitfalls many early-stage CPG brands make, and highlights some of the pathways to success.
Hart House abruptly closed all four locations despite Kevin Hart’s backing, reflecting broader issues plaguing plant-based restaurants.
The private label category continues to enjoy seismic growth, slated to reach 24% by 2030. In a recent webinar, stakeholders discuss why the category has endured success, and what’s ahead in 2025.
The vegan QSR chain Hart House abruptly closed all four of its locations based in Los Angeles on September 10 despite Kevin Hart’s celebrity backing, reflecting broader issues plaguing the plant-based sector.
The pandemic changed a lot of consumers’ attitudes towards foods and snacks, focusing more attention on healthier living and alternatives to traditional foodstuffs. As those trends accelerate, CPG companies are rethinking their structures and offerings …
In a recent IRI webinar on consumer packaged goods (CPG) company performance in 2021, senior leaders from three of the category’s top performing companies — Michael Del Pozzo from PepsiCo, Gary Osifchin from Reckitt, and …
Consumer data analysis firm Catalina reports two years into the coronavirus pandemic, Americans are snapping up certain packaged foods at a rapid clip, and there’s little evidence the trend is slowing much. Bacon, refrigerated snacks …
More major CPG companies are playing in plant-based, flagging the alt-protein category as a potential catalyst for growth. But industrywide, the depth of that value is not easily measured in broad strokes. “When you factor …
Meal kits are at a crossroads. Despite strong sales earlier in the pandemic, customers have dropped meal kits in droves as restrictions ease, while soaring food and logistics costs squeeze margins. In December, HelloFresh released 2022 …
The 10th annual Growth Leaders study from IRI and Boston Consulting Group (BCG) explores the top performing consumer packaged goods (CPG) companies of 2021 and strategies that enabled their growth. The total U.S. CPG industry …
Consumers resuming active lifestyles are still maintaining at-home habits, according to a new IRI report highlighting key trends and growth opportunities for CPG manufacturers and retailers. In April, food and beverage sales for at-home consumption …
Among the changes forced by COVID-19, the typical consumer lunch hour has shifted to in-home dining. And consumer packaged goods (CPG) companies are betting that relocation is a trend that’s here to stay. In fact, …
