Kenvue is the new name in consumer healthcare. Flush with IPO cash will a canny M&A be its first priority?
J&J’s consumer health business – Kenvue – is big pharma’s latest spinoff
Health
Headache? Toothache? Is Haleon’s OTC portfolio immune from attack?
Haleon is the spin off of GSK’s OTC (over the counter medicine) business. This month it was reborn as a stand-alone company independently listed on the London stock exchange. Haleon has a market valuation of £30.5b (US$36.2b) and a portfolio of brands including Sensodyne (oral care) and Panadol (pain relief). The company makes 63% gross …
Headache? Toothache? Is Haleon’s OTC portfolio immune from attack? Read More »
Huel, an edgy food nutrition start-up, going global advocate, puts itself on the IPO dinner table
Huel is an acronym for HUman FuEL. The company sells powder based meal replacements diluted with water. The ingredients are 100% vegan and include oats, pea, rice, flaxseed, coconut, and sunflower. It’s a brand for active and wealthy millennials, a target group similar to Peleton or even Go-Pro. Like the latter, it has a similar …
Middle Eastern hummus grows in popularity; big food giants eye payday!
This month I spent a week in West London before returning to the Far East. It was a mixture of work, pleasure and early morning work-outs by the Thames (much recommended!) I walked as much as possible but when using public transport rode the bus more than the tube. The view is better, the buses …
Middle Eastern hummus grows in popularity; big food giants eye payday! Read More »
New CEO, new strategy? How can Danone fulfill its promise of One Planet, One Health, You?
A new CEO started work at Danone this week. Antoine de Saint-Affrique was previously at Barry Callebaut, a specialist (and hugely successful) chocolatier and before that Unilever. Danone’s share price has not shown any positive momentum this year and the previous CEO was forced out in March. There were multiple reports of a boardroom power …
Is Peleton pedalling fast enough on exports to boost its share price?
It’s a brand that has yet reach its 10th birthday but has revenue over $1.8b. No mean achievement especially in a niche category: high end exercise bikes and treadmills. Peleton’s bikes sell for between $1900 and $4300, it has 5.4m members, and sells monthly memberships between $13 and $39. Peleton, listed on the Nasdaq, was …
Is Peleton pedalling fast enough on exports to boost its share price? Read More »
Are sugar concerns the real reason Pepsico strips Tropicana and Naked?
In the West Governments have gone to war against sugar due to concerns about obesity and related life style diseases like diabetes. In the UK, according to the food standards agency, ‘the amount of sugar in food’ is currently the number one consumer concern, ahead of food waste, animal welfare and surprisingly (for me) the …
Are sugar concerns the real reason Pepsico strips Tropicana and Naked? Read More »
Apps like Yuka, Fooducate and ToxFox are the new-age sages of the grocery aisle
As anyone who’s done segmentation studies knows, not all shoppers or consumers are the same. Marketeers love to cluster shoppers into groups based on demographics, lifestyle, shopping habits and of course spend. It’s a fundamental part of segmentation (and I have done a fair few of these studies!) The rise of apps like Yuka, Fooducate …
Apps like Yuka, Fooducate and ToxFox are the new-age sages of the grocery aisle Read More »