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CAGNY 2024 food company highlights: Mondolez. The Consumer Analyst Group NY 2024 conference this week includes presentations from CEOs representing some of the largest consumer products firms. CAGNY provides an opportunity for CEOs to present company strategy and investment thesis to a broad group of investors.  These presentations often include insights on consumer, category and / or competitive landscape, from the perspective of the presenting company. Highlights from the Mondolez presentation include: ·      Repositioning the business driving growth ·      Progress vs “Snacking Made Right” goals ·      Insights on consumer snacking behavior ·      Core category market sizes and estimated growth rates ·      Pricing focus areas ·      Targeted M&A acquisition approach ·      Gen AI applications #leadership #strategy #cpg #founders #emergingbrands #mergersandacquisitions

As we gathered for our Q2 strategy meeting, the Xtra Foods Supermarket and Massy Distribution Trinidad Marketing teams embarked on a transformative journey, much like the lifecycle of a butterfly. 🦋 The session began with us nestled in the familiarity of our past successes, our cocoon of comfort. But as the evening progressed, we shed this security, pushing against the silken threads with ideas bold and new. We embraced the vulnerability of the chrysalis phase, where the true magic of metamorphosis occurs—allowing our strategies to dissolve the old and give rise to the uncharted. We emerged, not content with the status quo, ready to unfold our wings as the golden butterflies of innovation. Each idea, once a caterpillar of thought, now took flight, dazzling with possibility and promise, propelling us to a different level. We are not just changing; we are evolving, disrupting the marketplace with wings dipped in the gold of creativity and daring. This is more than a meeting; it’s a declaration that we will soar into the unknown, where true innovation lies. Watch us as we take to the skies, not just to flutter but to change the very air we move through. #Transformation #Growth #Innovation #DisruptTheNorm

Sustainable Growth and Innovation: Utz’s Vision for the Future of Salty Snacks Industry #SustainableGrowth #Innovation #SaltySnacks #UtzBrands #InvestorDay #SupplyChainTransformation #FinancialTargets #IndustryEvolution The snack industry, a cornerstone of American culture, is undergoing a transformation, and Utz Brands is at the forefront of this evolution. Utz, known for iconic brands like Utz, Zapp’s, Boulder Canyon, and On The Border, recently shared its ambitious plans for sustainable growth and innovation at […] https://lnkd.in/eExh9cfs

Sustainable Growth and Innovation: Utz’s Vision for the Future of Salty Snacks Industry #SustainableGrowth #Innovation #SaltySnacks #UtzBrands #InvestorDay #SupplyChainTransformation #FinancialTargets #IndustryEvolution The snack industry, a cornerstone of American culture, is undergoing a transformation, and Utz Brands is at the forefront of this evolution. Utz, known for iconic brands like Utz, Zapp’s, Boulder Canyon, and On The Border, recently shared its ambitious plans for sustainable growth and innovation at […] https://lnkd.in/gDPJG2hu

Exploring the dynamic landscape of Hormel Foods Corporation, a century-old industry leader with an iconic portfolio. Despite revenue challenges, the company maintains resilience and adapts to market dynamics. Check out this article to learn more about what's to come for Hormel: https://lnkd.in/esYxzZ_q #innovation #technology #socialmedia #marketing #careers #future John Campion

Big news that @Kellanova is combining with @Mars to shape the future of snacking. This transaction unites two iconic businesses with complementary categories, markets, and portfolios of differentiated and beloved brands, bringing more moments of everyday happiness to consumers globally. Learn more about this exciting combination at: futureofsnacking.com Review important and required disclosure related to this information here: https://lnkd.in/gKtsqgie

Exciting growth opportunities for the future

📰 News: 📰 --Sweet and Salty Symphony: Mars Inc. Snags Kellanova for a Whopping $30 Billion! 🎉🍫🧀-- Mars Inc., the iconic maker of M&M's and Snickers, just lit up the snack world with a $30 billion splash by acquiring Kellanova, the mastermind behind Cheez-Its and Pop-Tarts! This mega-deal is set to shake up the snack industry and bolster Mars' snacking empire globally. Quick bites of this sweet and savory deal: - --$35.9 billion--: Total value, including debt, with Mars paying --$83.50 per share-- in cash. - --8%--: The combined share of the U.S. snack market, coming in right behind snack giant PepsiCo. - --23,000--: Employees from Kellanova joining the Mars family, with Kellanova's net sales hitting over --$13 billion-- last year. Mars isn't just munching on this massive deal for fun. It’s strategic! Beyond expanding its snacking footprint, Mars aims to leverage Kellanova's international reach, enhancing their operational efficiencies and bargaining power with suppliers. Plus, who wouldn’t love a stronger snack lineup when chocolate sales are on a diet? Curious about how this will reshape the snack landscape? Drop us a comment with your thoughts and don't forget to follow Bernier Group for more juicy business insights! 🍿📈 #Hospitality #Ecommerce #Retail #Commerce #Manufacturing #Logistics #Strategy #Innovation #Business #ArtificialIntelligence #AnniQ https://lnkd.in/gfUMr8Hb

Huge news! Here is the breakdown: Market Presence: Mars will gain a stronger foothold in the global snacking market, adding Kellanova’s popular brands like Pringles, @Cheez-It, Pop-Tarts, and Eggo to its portfolio. This will enhance Mars’ ability to serve more consumers worldwide. Product Innovation: The combination of Mars’ and Kellanova’s resources and expertise is expected to drive innovation in the snacking sector. Mars’ history of nurturing acquired brands suggests that Kellanova’s products could see new developments and improvements. Competitive Landscape: This acquisition will likely intensify competition in the #CPG sector, particularly in the snacking category. Mars’ expanded portfolio will challenge other major players to innovate and adapt. Consumer Impact: For consumers, this could mean more variety and potentially new product offerings. However, there might also be concerns about changes in product taste or quality, as well as potential price adjustments due to the consolidation of brands. Financial Implications: The deal represents a significant financial commitment for Mars, with the acquisition price reflecting a premium on Kellanova’s stock. This could impact Mars’ financial strategy and operations in the short term. Overall, the acquisition is poised to reshape the snacking industry, bringing together two iconic companies with complementary strengths and a shared vision for the future. Well done Steve Cahillane and Andrew Clarke #Kellanova #Mars #Acquisition #CPG #Snacking #FoodIndustry #BusinessNews #Innovation

You’ll hear me lovingly describe Caroline Levy as someone that confidently dances to the beat of their own drum, but what I was referring to was my belief that the most successful people in business have conviction when others don't. Because don’t get it twisted…building conviction isn’t for the faint of heart. Yet, those courageous enough to go through the journey will find that if it’s coupled with passion…the result is electrifying. That statement I think perfectly quantifies Caroline Levy’s renowned career as one of the top equity analysts in the consumer space, trusted board member of impressive CPG brands (e.g. CELSIUS Holdings, Inc., Health-Ade, and Athletic Brewing Co.), and overall strategic thinker that’s uncovered key consumer trends well before they became mainstream. Sounds right up my alley, right? So, I knew our conversation was going to be electric... We covered a ton of categorical ground in a relatively short amount of time, but you can expect deep conversation that covers: - the dynamic energy drinks market - the emerging gut health functional beverage space - the disruptive non-alcoholic beer category We also share our thoughts on why CPG brands should be focusing more on delivering value over volume. And then finally, Caroline and I put on our economist hats, look into our CPG crystal balls...and share our near-term outlook around the beverage deal landscape. #strategy #trends #markets #beverages #fmcg #cpg #energydrinks #health #nutrition #guthealth #wellness #supplements #sportsnutrition #retailing #retail #merchandising #innovation #grocery #productdevelopment #marketing #finance #investing #business #businessintelligence #entrepreneurship https://lnkd.in/dGtYxdhm