COVID-19 supplier insights

Presentations

30/09/2020
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.
18/08/2020
Based on the latest trading updates, we look at what the changing priorities for suppliers and where the focus is shifting to as they plan to trade the second half of the year.
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

02 July 2021
Walmart and Kraft Heinz have partnered to launch 11 episodes focused on healthy, convenient meal solutions, across its shoppable interactive video hub, Walmart Cookshop. Walmart initially partnered with tech company eko in 2018 to develop original, interactive content to help the retailer develop more frequent and deeper engagement with its customers. The technology enables a new level of pers...
10 June 2021
Although the net sales decline of 11% was in line with company expectations, Campbell’s faced increased margin pressure in the third quarter. We review how it plans to manage the impact of higher costs. Sticky consumer behaviours As the company cycled against the surge in demand at the start of the pandemic last year, it saw a significant impact on sales in Q3. However, 75% of its portfolio...
09 June 2021
With the pandemic limiting peoples’ access to dental check-ups, they have had to rely on at-home oral care products to maintain their oral health. We explore five ways of how oral care brands have evolved their responses and strategies during the pandemic to help boost sales and transform the category to strengthen its prospects. 1. Transforming oral care into a premium beauty routine In ...
31 May 2021
Speaking at its first Force for Good investor event, General Mills’ chief financial officer, Kofi Bruce, outlined how its force for good mission is being integrated across the organisation and plays an important role in driving long-term shareholder returns. Accelerate Strategy Being a force for good is a central pillar of General Mill’s ‘Accelerate Strategy’, along with boldly building bra...
13 May 2021
After a strong first quarter, the Kellogg Company has raised its guidance for the full year, expecting sales growth to be flat, having previously forecast a small decline. Matching last year’s sales Following a record year in 2020, it is impressive that the company is expecting to match last year’s sales, which included the pandemic driven surge in demand. While it continues to benefit from...
30 April 2021
Following a strong first quarter, with consolidated net sales up 12.7%, Hershey has raised its outlook for the full financial year. Having initially forecast sales growth of 2-4%, it now expects growth of 4-6%. Source: IGD Research 1. New at-home behaviours are forming new traditions Families continue to embrace the at-home lifestyle, with its brands central to game and movie nights...
29 April 2021
Having delivered solid organic revenue growth of 3.8% in Q1, lapping the start of the surge in demand last year (2020 Q1: +6.4%), not only does Mondelez remain confident on the outlook for the full year, but believes it can accelerate its long-term growth rate. 1. Change of business focus unlocking investment dollars From a focus on costs and profit margins, it has switched to focus on top ...
20 April 2021
Having delivered a strong first quarter, with net revenues up 5%, The Coca-Cola Company’s chairman and CEO, James Quincey, highlighted the continued uncertainty in the trading environment, driven by the different phases of the pandemic across different markets. Asynchronous recovery When the pandemic struck just over a year ago, most markets went into lockdown simultaneously. While the impa...
19 April 2021
Having delivered a strong first quarter, we highlight 10 key facts we learnt from PepsiCo’s results and what they indicate about the post-pandemic environment. What we learnt? 1. Pandemic trends persist - large formats and ecommerce are continuing to perform well, benefitting from at-home consumption trends, supported by consumer-centric innovation. This aligns with the experiences of oth...
09 April 2021
Conagra Brands delivered a strong third quarter performance with net sales up 8.5% to $2.8bn and net income up 37.8% to $281.4m. Although the outlook for COVID-19 is improving in many regions, including enhanced mobility, the company expects demand for food-at-home to remain elevated, underpinning future growth. Four years’ worth of incremental new buyers Given the unprecedented trialling o...
06 April 2021
Hindustan Unilever’s rural distribution network, composed of Indian women micro-entrepreneurs, has become a lifeline during the pandemic.  The project has given them a source of income, while distributing Unilever’s products directly to rural consumers, without the need for a physical store. 140,000 female entrepreneurs across 18 states benefit from this project In the early 2000s, HUL starte...
31 March 2021
Following a strong first quarter, with sales up 22% and operating income up 35% year-on-year, McCormick has increased its sales outlook to expected growth of 8-10%. The strong performance reflects its efforts to capitalise on four accelerating consumer trends which the company expects to persist beyond the pandemic. 1. A continued sustained consumer preference for cooking more at home, includi...
29 March 2021
With at-home demand remaining elevated and most retailers picking online orders from stores, the centre store is under pressure for the first time in many years. We look at how retailers are responding to this and what the longer term implications could be. Retailers and suppliers are generating positive returns as they implement omnichannel-focused initiatives. In our latest report for Retail...
25 March 2021
As General Mills reports a strong third quarter, with net sales up 8% to $4.5bn and operating profit up 27% to $827m, we look at how it plans to introduce a two-year growth metric to benchmark its performance as it annualises pandemic-driven growth. Better visibility into the underlying momentum of the business Looking ahead to Q4, General Mills will be competing against pandemic-driven gro...
12 March 2021
With Q2 delivering a 5% increase in organic net sales and market share gains, we look at how the Campbell Soup Company (Campbells) plans to sustain its performance as the COVID-19 pandemic eases. 1. Building on earlier momentum in its snacks business Like many large CPGs, Campbells had a turnaround plan in progress ahead of the pandemic. This had helped to fuel growth within it snacks busin...
10 March 2021
As most markets in Europe and the Americas continue to operate in a pandemic environment, characterised by lockdowns and travel restrictions, we look at how five of the initial strategies adopted by suppliers have evolved over the last 12 months. 1. From retaining new households to building deeper connections The pandemic created a product trial event unlike any other. Many major suppliers ...
03 March 2021
Now that the Chinese New Year festivities are over, retailers and suppliers have started to shift their campaigns to clean and healthy eating.  The timing is appropriate as shoppers would usually look for guilt-free offerings after indulging with a lot of food over the holidays. Cold Storage Singapore: Eat Wholesome, Live Better Cold Storage has recognised that people are looking to make chan...
02 March 2021
Instacart has raised $265m in new funding led by its existing investors to drive further growth and development of the business. This values the company at US$39bn. Rapid expansion in 2020 Instacart is the leading on-demand grocery fulfillment company in North America, working with over 600 retail partners, including over 200 added in the last year. This has enabled it to expand its reach t...
24 February 2021
Mars Wrigley has partnered with US-based retailer, Wakefern, to pilot a robotic kiosk in-store to offer a range of its impulse products for sale. Designed to engage and entertain shoppers Deployed at Wakefern’s ShopRite store in Monroe, New York, the robot has been developed to offer shoppers the opportunity to purchase products which can be found within the checkout zone. Mars Wrigley is par...
21 February 2021
We look at how suppliers are evolving their approach and increasing their investments in a different set of capabilities as they look to build on the momentum of 2020. Competing against tough comparables from 2020 Over 20 global CPG companies participated in the annual CAGNY (Consumer Analyst Group of New York) event this year, sharing updates to their commercial frameworks, investmen...