Strategy

Kelloggs break up

Kellogg bets the house on snacking; it no longer does breakfast-in North America!

Earlier this week Kellogg announced plans to break itself into 3 companies. It seems that Kellogg is no longer doing breakfast, at least in North America where its cereal business is to be renamed and spun off. Although cereal sales slowed some of their downward trend during Covid, sales were still down 13% in 2021 …

Kellogg bets the house on snacking; it no longer does breakfast-in North America! Read More »

Digital cosmetics
Instagram shopper, photo Peter Kalonji

Revlon’s most dazzling cheek blush cannot conceal its reddening debt

Revlon is blushingly close to bankcruptcy according to the WSJ. It’s a salutary tale of a legacy cosmetics business with somewhat jaded brands that’s failed to adjust fast enough to a new paradigm: selling to the Instagram consumer. Amongst Revlon’s core portfolio of brands it’s noticeable that neither Elizabeth Arden nor Elizabeth Taylor are no …

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Ben & Jerry's Unilever

Now that Nelson Peltz is a Unilever Board member what will he choose as his favourite Ben & Jerry’s flavour?

Founded in 1978 in Vermont, Ben & Jerry’s ice cream was sold to FMCG giant Unilever in 2000. Under Unilever’s stewardship the business has grown, and dig deep into the 2021 annual report, has sales over Euros 1 billion (US$1.13bn).  Export has been a large growth contributor. The brand is sold in over 35 countries, …

Now that Nelson Peltz is a Unilever Board member what will he choose as his favourite Ben & Jerry’s flavour? Read More »

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 …

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

Chobani’s delayed IPO and sudden executive exits suggest culture clashes

Late last week the WSJ revealed the much anticipated IPO for yogurt brand Chobani was delayed (again) and four senior executives including the President and COO were leaving, effective this week. Chobani has been a darling of the food industry and I have previously blogged about its rapid rise. The business claims 20% market share …

Chobani’s delayed IPO and sudden executive exits suggest culture clashes Read More »

With flat revenues and mounting losses, is Aeon scared to reform its legacy and low margin retail businesses?

Aeon employs over 155,000 staff across a plethora of businesses ranging from General Merchandise, Supermarket and Drug stores, plus financial services and shopping centre developments.  Although global retailers have been challenged to expand internationally (think of Tesco’s advance and retreat in the US, or Carrefour’s global pull back), Aeon has developed businesses in Hong Kong, …

With flat revenues and mounting losses, is Aeon scared to reform its legacy and low margin retail businesses? Read More »

Kao wants to become a global player but the big question is how?

If you live in Japan, you almost certainly know Kao 花王 It’s one of the country’s largest FMCG manufacturers marketing a plethora of brands in Cosmetics, Skin & Hair care, Health beverages, Fabric and Home care as well as a Chemicals division. The problem for Kao is that 70% of its revenues come from Japan, …

Kao wants to become a global player but the big question is how? Read More »

The once vaunted Japanese print barons humbled whilst SmartNews soars to $2bn

Happy New Year 2022! Figures released last month showed that print media circulation in Japan declined 5.5% in 2021 to just over 30 million. In 2001 print media’s circulation exceeded 47 million daily copies.  The circulation decline has accelerated since 2017, dropping more than a million copies annually. Heaviest hit casualties were morning and evening …

The once vaunted Japanese print barons humbled whilst SmartNews soars to $2bn Read More »

As Greek yogurt pioneer Chobani heads for the Nasdaq, what can it learn from Oatly?

With sales of $1.4b and a solid market position in the US and Australia, Greek yogurt brand Chobani joins a long list of start-ups going public. Chobani was founded by a Turkish immigrant in 2007 who bravely invested in a yogurt plant Kraft Heinz was selling in Columbus in 2005. Like many success stories, Chobani …

As Greek yogurt pioneer Chobani heads for the Nasdaq, what can it learn from Oatly? Read More »

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