J.M. Smucker otherwise known as ‘Smuckers’ is an American food juggernaut with revenue of $8.5b. However, the business has a weak international footprint, 96% of revenue is in the US (5% of sales are in Canada and only 1% elsewhere). Smuckers last week agreed to buy Hostess brands, famous for Twinkies, for a total value …
Most of us know Tupperware. It’s an iconic brand marketing storage and serving containers for use in the kitchen and around the home. The company is well diversified. Although it’s a US business, Asia-Pacific was the biggest region in 2021 accounting for 28% of revenue. North America and EMEA (Europe, Middle East and Africa) are …
Tupperware party’s cancelled. Management pulls full year guidance; analysts wrong footed Read More »
As some of you may know, I’m a former Nestlé executive. I learnt a lot there, met many great people and parted on good terms several years ago. Whilst I follow many companies in the consumer products industry, one I follow very closely is my former employer. Last week Nestlé produced very strong third quarter …
Nestlé’s cash cow partnership with Starbucks: a dream made in heaven Read More »