The Fresh Factory’s Post

Private equity-owned Lineage Logistics & its next largest competitor, Americold, control 71% of rentable refrigerated warehouse space, or cold storage, in North America. Their consolidation threatens supply chains & hurts small food companies as the duopoly preferences larger customers & charges higher rent. The good news is that there’s a lot of new cold storage construction. Of course, Americold, Lineage, or another private equity player could roll up these upstarts as they have others. But the changing antitrust landscape may prevent this. Read more from Claire Kelloway & Annie Sholar in Food & Power https://lnkd.in/gQF3MZnY #privateequity #foodandbeverage #supplychain #antitrust

One way to improve your pick rates for hand loaded items.

I wanted to title this "The Holy Grail"... but was outvoted. Either way, our latest article spells out one of the most strategic initiatives a food and beverage manufacturer can do to optimize their supply chain and storage. #coldstorage #foodmanufacturing #supplychain

Great article by MARTY KHAIT!

HUL had signed an agreement with AO Smith to sell its Pureit water business for Rs. 601 Crores. Earlier, in 2015, the bread and bakery business of HUL,  under the Modern brand was sold to Everstone Group for Rs. 250 Crores. In 2016, the rice exports division was sold to LT Foods for Rs. 25 Crores. In 2023, the company sold its atta and salt business, which it was selling under the brands of Annapoorna and Captain Cook, to a Singapore-headquartered company. These decisions reflect the company's strategy to stick to its core business and exit non-core businesses. Doing so can help in several ways:   1. Focused Resources: By divesting non-core businesses, a company can focus its financial and human resources on its core business areas. This can lead to better resource allocation, improved operational efficiency, and enhanced productivity. 2. Risk Management: Exiting non-core businesses can reduce the complexity and risk associated with managing a diverse portfolio. 3. Enhanced Brand Identity: Focusing on core businesses allows a company to strengthen its brand identity and reputation in the markets it specializes in. It can invest more in its primary product lines, for better ROI. 4. Strategic Investments: The capital raised from the sale of non-core businesses can be reinvested into the core business areas, driving growth and expansion. This can include investing in new technologies, product development, or market expansion initiatives. 5. Streamlined Operations: Shedding non-core units can lead to can result in lower overhead costs, improved supply chain management, and more agile decision-making processes.   6. Shareholder Value: Strategic divestments can enhance shareholder value Investors often favor companies with a clear strategic focus and the ability to generate sustainable returns from their core operations.   Any thoughts? #strategicmarketing #divestment #brandstrategy #marketingstrategy #brands

🚨 May the best supply chain win 🚨 The Campbell Soup Co. is investing $230 million over the next three years to enhance its supply chain and drive business growth! Key Highlights: 🔧 $80 million already spent on projects 🏭 Upgrading manufacturing sites and leveraging co-manufacturing partners 🏢 Closing inefficient plants and shifting production to modern facilities 🏆 Creating an agile, flexible, and cost-effective manufacturing network What's Changing? Tualatin, OR: Phased plant closing by July 2026 Jeffersonville, IN: Specializing in Late July tortilla chips Maxton, NC: $150 million for new aseptic soup production Hanover, PA: $72 million for more potato chip kettles Franklin, WI: $8 million to expand tortilla chip capacity Richmond, UT: 50% increase in Goldfish production, adding 80 new roles Dan Poland, Chief Supply Chain Officer at Campbell Soup Co., emphasizes the importance of strengthening their supply chain for high-quality production. Read the full article by Eric Schroeder for all the details on these transformative changes! 📈 #SupplyChain #Logistics #BusinessGrowth #Manufacturing #SLMA #CampbellSoup #PSU

See our latest update on cold storage Aging inventory: The average age of cold storage facilities in the United States is 42 years. In order to meet future cold storage needs, operators will need to consider locating their facilities closer to cities, addressing the challenges of the last mile delivery, implementing automation technologies, and focusing on sustainability to improve energy efficiency. Growing e-commerce and online food delivery service demand: The increasing popularity of e-commerce and online grocery shopping has created higher demand for cold storage and last mile transportation services, specifically within the Food & Beverage industry. As the number of online food delivery service users continues to grow, demand for cold storage will also increase due to higher inventory needs. Future growth and opportunity: Texas, Florida, and Georgia have emerged as key markets, accounting for over 47% of new cold storage construction deliveries post-pandemic. Adding to the positive outlook, Lineage, the largest operator of cold storage warehouses, recently raised $4.4 billion through its initial public offering (IPO), indicating promising growth opportunities for both the company and the industry.

"Oakland Whole Foods Sold by SITE Centers with Representation from JLL" Read the full article below..

What is the "invasive surgery" equivalent for any CPG/ retail company to radically transform its operations, to stay competitive in business? Answer: It is always supply chain network optimization! By closing unwanted facilities/ downsizing facilities/ re-deploying inventories / optimising the facility locations & routes, CPG firms could significantly bring down both the fixed cost and variable costs in one stroke! Improved service level and optimized inventory levels are additional bonuses! But it is also risky! #networkoptimization #CPG #retail #supplychain #SCM #logistics #transformation #fmcg