Supplier insights

Presentations

14/05/2020
As CPG suppliers adjust to a more stabilised trading environment, we highlight 10 issues which are front-of-mind as they trade through the next phase of the pandemic.
01/05/2020
In our quarterly survey of companies operating in the CPG industry, we look at at how they felt about eight business activities and how they believed this might change over the next six to 12 months.
02/04/2020
Beyond flexing their trading strategies, product suppliers have taken a broader role in supporting the fight against the Coronavirus pandemic. In this presentation, we highlight four pillars around which these have been clustered

News

30 July 2020
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...
29 July 2020
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...
28 July 2020
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...
24 July 2020
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,...
24 July 2020
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...
21 July 2020
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...
13 July 2020
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 ...
07 July 2020
From Coca-Cola European Partners to L'Oréal and Danone, we review initiatives from suppliers as they look to embed strategies at the same time as dealing with the on-going implications of COVID-19. Coca-Cola European Partners supports HoReCa channel in Spain As it looks to support its customers in the HoReCa channel in Spain, as lockdown conditions are eased, Coca-Cola European Partners has...
02 July 2020
One of the key trends of the COVID-19 pandemic has been the surge in sales for large CPG suppliers, with a significant presence in core, centre-store categories. Conagra Brands has identified 12 consumer behaviours centred on re-discovery and discovery that are fuelling the growth of its brands. Growth across the portfolio Conagra Brands delivered strong growth in Q4, with organic sales up ...
30 June 2020
As retailers seek to reassure shoppers on hygiene and cleanliness, we look at how businesses in other sectors are enhancing their brands in this area, including partnering with two leading CPG suppliers. A safe place to work and shop Providing associates with a safe place to work and consumers a safe place to shop has become a priority for food retailers as they navigate the coronavirus pan...
26 June 2020
We look at how McCormick expects to benefit from the shift to at-home consumption and home meal prep beyond the current phase of the COVID-19 pandemic.  Second quarter performance The company saw sales increase 7.6% in the second quarter, with operating income up 24%. The sales growth was mainly driven by consumers cooking more at home, with sales through its consumer segment up 26%, althou...
10 June 2020
Leading US streaming service, Roku, has partnered with Kroger to improve targeted advertising. New shopper data programme Kroger Precision Marketing (KPM) which is Kroger's media advertising business, has data from over 60 million households. It is joining forces with Roku to launch a new shopper data programme. The aim is to improve targeting and measurement of television advertising, whic...
10 June 2020
Speaking at the dbAccess Global Consumer Virtual Conference in New York, Colgate-Palmolive’s chairman, president and CEO, Noel Wallace, outlined what it will take to win in the current trading environment. Having outlined the company’s five key growth drivers, Wallace concluded the session by outlining the three critical success factors for the company as it trades through the next phase of th...
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...