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Good insight summary from Numerator’s recent emerging brands summit. See the link below. #strategy #emergingbrands #CEO #CMO https://lnkd.in/evyQMEBQ

Reposting this summary of a recent innovation update from Mintel, given this week's announcement of PepsiCo's planned acquisition of Siete Family Foods. Mintel, McKinsey and others have signaled a "low" of innovation from larger CPG companies. M&A and divestiture (aka, portfolio shaping) likely to be on the agenda of leadership teams across industries, to supplement internal innovation capabilities. #strategy #portfolioshaping #innovation #insurgentbrands #emergingbrands #CEO #CFO #CMO #brandbuilding

Instacart innovating to deliver value for consumers, retailers, brands and shoppers. Key differentiators noted in the recent Goldman Sachs retail conference fireside chat with CART CEO and Chair Fidji Simo. Deepening integrations with retail partners + expertise & scale with complex, large basket size shopping and delivery. Brand CEOs, CMOs and leadership teams: take note of Instacart's expanding retail media capabilities, including the recent Thrive partnership announced September 10th. #Instacart #Goldmansachs #strategy #retail #CPG #FMCG #CEO #CFO #CMO #Brandbuilding #emergingbrands

Better for you (BFY) snacks drive larger shopping basket value, according to NIQ basket analysis. PepsiCo's recent announcement (Oct 1st, 2024) that is has entered into a definitive agreement to acquire Siete Foods offers an example of how large consumer companies are evolving their portfolios to meet changing consumer expectations. #PepsiCo #SieteFoods #Garzafoodventures #strategy #M&A #CPG #FMCG #CEO #CFO #emergingbrands #BFY

LinkedIn Top Startups list 2024, U.S. 8th annual edition #LinkedInTopStartups #emergingbrands

US consumer confidence fell in September 2024. How might consumer spending change? NIQ's recent mid year consumer survey indicates 38% of global respondents plan to spend less on out-of-home (OOH) dining and eating in the next 12 months, and more on fresh foods, health & wellness. See The Conference Board US consumer confidence chart and NIQ insights in the attached PDF (2 pages). #strategy #consumer #brandbuilding #consumerconfidence #2025outlook #FMCG #CPG #CEO #CFO #businessowner #smallbusiness #middlemarket

CPG portfolio value creation models. Reckitt's model, key points: attractive categories and brands are central. ~61% gross margin. 7 pages #strategy #FMCG #CPG #brandbuilding #consumer #CEO #emergingbrands #grossmargin

Gross margin = oxygen in the P&L. The importance of gross margin continues. #strategy #growth #FMCG #CPG #CEO #Founders #emergingbrands #grossmargins #privateequity #middlemarket #brand #I2GMV

M&A insights from Church & Dwight: clear M&A criteria, history of acquisitions, "acquisition power", recent acquisitions driving category growth. See the attached slides with Church & Dwight CEO insights from yesterday's (Sep 5, 2024) Barclays Global Consumer Staples Conference. Considerations for emerging CPG brand CEOs and leadership teams: are you building a durable brand that drives category growth, maintains healthy gross margins and has sustainable competitive advantage? #strategy #FMCG #CPG #CEO #Church&DwightCo #emergingbrands #acquisitions #categorygrowth #privatequity

Value equation check-in for CPG CEOs and leadership teams: 2023 FMCG prices increased an average of ~+10% (per NIQ), with some departments higher, some lower. If your brand implemented price increases in 2023, consider the impact on the value equation, in addition to impact on gross margin, all relative to competition. NIQ's 2023 department level inflection heat-map is attached. #strategy #CEO #CFO #emergingbrands #brand #FMCG #CPG #grossmargins #middlemarket #consumerproducts #founders