Eric GardnerAfter the plant-based protein market collapses, Kellogg’s will no longer divest Morningstar.Kellogg’s will no longer spin-off Morningstar Farms after a competitor lost 90% of its market value.·4 min read·Feb 20, 2023----
Eric GardnerDespite higher prices Mondelez, the maker of Oreos, is the rare CPG company selling more.Mondelez is armed with super-strong brands in two categories. It’s all thanks to great execution of a 2018 strategy.·4 min read·Feb 6, 2023----
Eric GardnerTime for some margin expansion. Conagra Brands starts 2023 off hot.After COVID-19 compressed margins, Conagra Brands and other packaged food companies are ready to roar back with a vengeance.·3 min read·Jan 6, 2023----
Eric GardnerThe Optimization Imperative: Understanding Procter and Gamble’s New StrategyThe story of how Procter and Gamble became one of the most profitable consumer goods companies is a perfect case of a strategy aligned with…·6 min read·Jan 2, 2023----
Eric GardnerDollar General conquered rural America. Now it’s eying on grocery and home goods.Despite short-term profitability issues, Dollar General’s transformation into grocery and home goods is moving forward.·3 min read·Dec 7, 2022----
Eric GardnerAfter years of price increases, J.M. Smucker boosts sales guidanceJ.M. Smucker management raised its full-year sales guidance after competitors followed their coffee price increases.3 min read·Nov 29, 2022----
Eric GardnerDollar Tree Announces a Push Into Private LabelDollar Tree management embraces private label after inflation lowered margins at Family Dollar.·3 min read·Nov 29, 2022----
Eric GardnerCampbell’s management signals that promotions can help maintain their soup monopolyAfter maintaining margins throughout COVID, Campbell Soup Co. plans to increase promotional spending to ward off private label competition.·3 min read·Sep 2, 2022----
Eric GardnerUtz Brands uses a fast follower strategy to grow salesUtz Brands is using a fast follower strategy to grow share within the salty snack category. Just don’t tell the CEO it’s a bargain brand.·3 min read·Aug 12, 2022----
Eric GardnerLancaster Colony reports a poor Q3, but it has good problemsLancaster Colony, the company behind Marzetti’s salad dressing, had a poor Q3. Most of the problems are good problems to have.·3 min read·Aug 11, 2022----