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Tupperware party’s cancelled. Management pulls full year guidance; analysts wrong footed

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 …

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Nestlé’s cash cow partnership with Starbucks: a dream made in heaven

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 …

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