Candy & Snack TODAY’s Post

#equityresearch #diageo #fmcg The crumbs of evidence for Diageo's recent announcement were more than evident at their last full year results. We are interested in the fact that the highly paid researchers in the investment bank world hadn't called this. The following chart shows the direction of travel for all of the main Diageo categories through simply comparing 1h 23/22 and 2h 23/22 (hint you just need to take the full year away from the 1h results to see what is going on.) Look us up for more insight. https://lnkd.in/eUAnaKWf

B CORP - MORE THAN A BADGE! Did you know that Danone is one of the largest B Corps in the UK & Ireland? We’re really proud to show how ‘better business’ can make a positive impact.      And I’m really proud to work for a B Corp! At @Danone, the B Corp ethos is at the heart of everything we do – balancing purpose and profit so we can use our business as a force for good.     There’s a whole number of ways we show up as a B Corp. Last year, for example, we announced our commitments around health, leading the way by setting firm standards to help ensure that people can access both healthy and tasty products. We also worked to improve the recyclability of our products – from removing the plastic on our Actimel bottles, to switching to tethered caps across our Alpro range. And we became an Includability Committed Employer as part of our ambition to foster uniqueness, inclusivity and diversity within our workplace.   These are just a few examples, but our new B Corp Impact Report takes a look at exactly how we use our business as a force for good for our customers, people and the planet – as well as highlighting areas where we can do more. https://lnkd.in/dFZ8qccw

Watch the video to witness the impact! How #Vendon is driving Nestlé Professional's business success and achieving their strategic objectives.🚀📈 Grateful for the insightful feedback from Stuart Fleming MBA, Trade Asset Manager UK&I. We are privileged to collaborate with such passionate industry professionals and individuals who share our commitment to excellence. 🌟 #BusinessSuccess #InnovationInCollaboration

𝐓𝐡𝐞 𝐞𝐧𝐝 𝐨𝐟 𝐚𝐧 𝐄𝐫𝐚, 𝐭𝐡𝐞 𝐜𝐥𝐨𝐬𝐢𝐧𝐠 𝐨𝐟 𝐚 𝐏𝐞𝐩𝐬𝐢𝐂𝐨 𝐐𝐮𝐚𝐫𝐤𝐞𝐫 𝐎𝐚𝐭𝐬 𝐩𝐥𝐚𝐧𝐭, 𝐢𝐧 𝐃𝐚𝐧𝐯𝐢𝐥𝐥𝐞, 𝐈𝐋 The City of Danville, IL announced that PepsiCo will be closing the doors of a Plant that has been in operations since 1969. This closing is due to the multiple out breaks of Salmonella contamination, recalls that has taken place in both December 2023 and January 2024, caused them to make a decision. PepsiCo announced they were permanently closiing the doors of the facility, and that will be as early as June 8th 2024. With the closing of this facility PepsiCo will have to shift production to it's other facilities, nationwide. With this announcement it caused me to think, wouldn't this be and optimal time for PepsiCo to review their transportation and warehousing partners? Thyssenkrupp recognizes the challenges PepsiCo may face with the closure of its Danville, IL plant and the subsequent need to shift production to other facilities. Reviewing transportation and warehousing partners during such a transition could indeed be beneficial for PepsiCo to ensure efficient operations and minimize disruptions. Thyssenkrupp's focus on supply chain management, particularly in assessing transportation and warehousing needs, and optimizing operational efficiency that will aligns well with PepsiCo's potential requirements during this transition period. Implementing Lean supply chain principles can help reduce waste and improve overall value, which could be crucial for PepsiCo in managing costs and maintaining competitiveness. Exploring avenues for cost savings while aligning with PepsiCo's specific business requirements and financial objectives demonstrates Thyssenkrupp's commitment to delivering tailored solutions. By partnering with Thyssenkrupp, PepsiCo could potentially enhance its supply chain resilience and drive sustainable growth during this challenging time. #PepsiCo #Disruption #Logistics #Transportation #Warehousing #Costsaving #Thyssenkrupp #Sustainablegrowth

With over 37 years at Nestlé, Marco Settembri’s journey from Nestlé Italy to EVP and CEO of Zone Europe is a testament to the company’s commitment to its stakeholders. In this interview with Richard Webster, leader of Bain’s Global Consumer Products practice, discover how Nestlé continues its tradition of delivering stakeholder value. https://bit.ly/3AegsHA

Who wouldn't want to be the number one employer of choice? Coca-Cola has achieved this prestigious title, as named by the American Opportunity Index, and there's a lot we can learn from their approach to retaining marketing talent. This insightful article highlights three key strategies: offering a variety of opportunities for growth and skill-building, fostering a democratic decision-making process, and focusing on competencies over qualifications when selecting candidates. These strategies not only help retain talent but also create a more dynamic and innovative marketing team. Remember, talent is the foundation for success, and nurturing it becomes even more crucial during uncertain economic times. So, why not take a leaf out of Coca-Cola's book and start implementing these strategies today? Read the full article here for more details: https://lnkd.in/gAdrukmU Happy Saturday, everyone! #MarketingTalent #EmployeeRetention #CocaCola Casey Jones

Nestlé România has demonstrated resilience and strength in the first half of 2024, recording an impressive 7.2% organic growth. Silvia Sticlea, the Country Manager, attributes this success to the dedicated efforts of her team, the reliability of their partners, and the trust of their consumers. In this exclusive interview, Silvia Sticlea discusses the factors contributing to their robust performance, the standout products, evolving consumer habits, and the challenges faced in the current economic landscape. https://lnkd.in/debnicwJ

Interesting question Didier Laurent . Relevant strategic question for all CPG companies. I agree, I have tremendous respect for Nestle. Global peers in my mind are P&G and Unilever. (Which I worked for for 30 years) My take - all 3 benefit from global scale, and strong brands. Nestle and Unilever have very strong developing and emerging market presence which is good - this is where demographics and sheer population growth will occur in the next 80 years. Nestle, P&G, and Unilever will all be around in year 2100. My view is that Nelson Peltz brought a rigorous focus to P&G, and now Unilever that is not yet evident at Nestle. In Unilever case, it is separating Ice Cream (with eventual likely divestment), focusing on what it terms its “power brands” (30 key brands which make up 70% of its sales), and cutting costs via 7500 headcount reduction. Tough emotional legacy decisions that will drive success - Nestle likely needs need to focus it’s portfolio in the same way. I believe P&G, Nestle and Unilever are exceptional organizations that will continue to shine in the CPG spacethrough the 2000’s. Nestlé Unilever Procter & Gamble #ceo #ceos #cpg #fmcg Frederic Fernandez #cfo #strategy Hein Schumacher

What’s wrong at NESTLE? Let’s be clear, I have a lot of respect for Nestlé. To be 158 years old and to clearly remain the leader of the food business in the world is a massive achievement.  But it seems that this big boat (96B€ turnover / 270 000 employees / 340 factories) has lost its compass.  Just by looking at the share price evolution you realize the size of the problem: it is today 7% below what it was 5 years ago! Of course, the environment is not favorable for the food companies. The huge burst of inflation is impacting their volume and consequently their bottom line. But this headwind can’t explain fully the counter performance. Why is this glorious company doing poorly? Please, help me to understand. I look forward to reading your comments (public or private). I will then post a summary…