Eric Gardner·Feb 20, 2023After 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.
Eric Gardner·Feb 6, 2023Despite 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.
Eric Gardner·Jan 6, 2023Time 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.
Eric Gardner·Jan 2, 2023The 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…
Eric Gardner·Dec 7, 2022Dollar 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.
Eric Gardner·Nov 29, 2022After 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.
Eric Gardner·Nov 29, 2022Dollar Tree Announces a Push Into Private LabelDollar Tree management embraces private label after inflation lowered margins at Family Dollar.
Eric Gardner·Sep 2, 2022Campbell’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.
Eric Gardner·Aug 12, 2022Utz 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.
Eric Gardner·Aug 11, 2022Lancaster 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.
