Hunter Thurman’s Post

WINNING THE CATEGORY FIGHT FOR RELEVANCE The salty snacking category is one of the most contested in the land. It has been interesting to see Pepsico take advantage of its brands and stretch them in their fight to stay relevant in the world. New news in category is vital in snacking and whilst these product extensions will never take on the volume play of the core lines, they do a job of showing that the brands are alive and actively doing something different, hoping you try these and potentially also add an incremental purchase of the core lines. This time it has been interesting to see how the flavour has led the charge across the branded portfolio of 3 crisp brands, you can from the outside of the business see the inner workings of the team coming together across the brands to empower all and not just one. Too few brands add excitement and link their brands across the category in this way. Smart play and will no doubt pay dividends for the category and Pepsico. Interesting to see how they've used regal purple hold them all together as well, clearly promoting the 3 in their own right, looking forward to seeing how they are merchandised on shelf. #pepsico #cpg #fmcg

Media briefs went out to select press partners this morning, and we'll reveal the newest #Snack50 report next week. As I put it in the report preview... "𝘞𝘩𝘦𝘯 𝘐 𝘴𝘢𝘸 𝘵𝘩𝘪𝘴 𝘮𝘰𝘴𝘵 𝘳𝘦𝘤𝘦𝘯𝘵 𝘳𝘦𝘱𝘰𝘳𝘵, 𝘪𝘵 𝘸𝘢𝘴 𝘢 𝘣𝘪𝘵 𝘰𝘧 𝘫𝘢𝘸-𝘥𝘳𝘰𝘱 𝘮𝘰𝘮𝘦𝘯𝘵 – 𝘵𝘩𝘦𝘳𝘦’𝘴 𝘢 𝘮𝘢𝘴𝘴𝘪𝘷𝘦 𝘴𝘩𝘪𝘧𝘵 𝘭𝘰𝘰𝘮𝘪𝘯𝘨. 𝘚𝘵𝘰𝘳𝘦 𝘣𝘳𝘢𝘯𝘥 𝘴𝘯𝘢𝘤𝘬𝘴 𝘢𝘳𝘦 𝘱𝘰𝘪𝘴𝘦𝘥 𝘵𝘰 𝘣𝘢𝘴𝘪𝘤𝘢𝘭𝘭𝘺 𝘵𝘢𝘬𝘦 𝘰𝘷𝘦𝘳 𝘪𝘯 𝘵𝘩𝘦 𝘤𝘰𝘮𝘪𝘯𝘨 𝘺𝘦𝘢𝘳 𝘰𝘳 𝘵𝘸𝘰. 𝘉𝘶𝘵 𝘵𝘩𝘦 𝘴𝘵𝘰𝘳𝘺 𝘪𝘴 𝘯𝘰𝘵 𝘫𝘶𝘴𝘵 𝘱𝘳𝘪𝘤𝘦 – 𝘵𝘩𝘦𝘳𝘦’𝘴 𝘢 𝘵𝘰𝘯 𝘰𝘧 𝘦𝘮𝘰𝘵𝘪𝘰𝘯 𝘪𝘯-𝘱𝘭𝘢𝘺. 𝘈𝘯𝘥 𝘪𝘧 𝘣𝘳𝘢𝘯𝘥𝘴 𝘢𝘤𝘵 𝘥𝘦𝘤𝘪𝘴𝘪𝘷𝘦𝘭𝘺, 𝘵𝘩𝘦𝘺 𝘤𝘢𝘯 𝘮𝘢𝘪𝘯𝘵𝘢𝘪𝘯 𝘢𝘯𝘥 𝘸𝘢𝘳𝘥 𝘰𝘧𝘧 𝘵𝘩𝘦 𝘱𝘳𝘪𝘷𝘢𝘵𝘦- 𝘭𝘢𝘣𝘦𝘭 𝘵𝘩𝘳𝘦𝘢𝘵. 𝘉𝘶𝘵 𝘵𝘩𝘦𝘺’𝘭𝘭 𝘩𝘢𝘷𝘦 𝘵𝘰 𝘱𝘶𝘭𝘭 𝘵𝘩𝘦 𝘳𝘪𝘨𝘩𝘵 𝘭𝘦𝘷𝘦𝘳𝘴 𝘪𝘯 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺 𝘢𝘯𝘥 𝘢𝘤𝘵𝘪𝘷𝘢𝘵𝘪𝘰𝘯 – 𝘲𝘶𝘪𝘤𝘬𝘭𝘺.” Walmart, Target, Amazon, ALDI USA, Barcel USA, Campbell's, Costco Wholesale, Conagra Brands, Frito-Lay, The Hershey Company, Kellanova, Mars, Mondelēz International, MrBeast, PepsiCo, Perfetti Van Melle, Utz Brands, Inc., Sam's Club, Kroger, Hormel Foods, Jack Link's Protein Snacks, Blue Diamond Growers

Why would a soda giant like PepsiCo launch a high-stakes campaign centered around burgers? The answer lies in a recent shift in the fast-food landscape. After a decade-long partnership with Burger King, PepsiCo found itself without a major burger chain. Undeterred, PepsiCo launched the #BurgerDeservesPepsi campaign, a bold move to reclaim its position as the go-to beverage for burger lovers. By sparking social media conversations and reminding consumers of the classic burger-soda combo, PepsiCo aimed to not only win back hearts but also attract new partners. This strategic gamble is a fascinating case study in marketing, where a company capitalizes on a partnership shift to create a compelling narrative and potentially reshape the fast-food industry. What do you think of Pepsi's strategy? Can they turn the tide? #Pepsi #BurgerDeservesPepsi #Marketing #FastFood #BrandStrategy

✨Exploring the Vibrant Legacy of PepsiCo: The Story of Pepsi and Lay's✨ Dive into the captivating narratives of two iconic brands, PepsiCo and LAYS and their diverse subsidiaries which has added layers of flavor and excitement to our lives! • Pepsi: From its inception as "Brad's Drink" in 1893 to its evolution into Pepsi-Cola in 1898, Pepsi has been a beacon of refreshment and innovation. But beyond its classic cola, PepsiCo has curated an array of sub brands that cater to every taste bud and lifestyle, from the energizing kick of Mountain Dew to the guilt-free indulgence of Pepsi Zero Sugar. • Lay's: Herman Lay's entrepreneurial spirit in 1932 laid the foundation for Lay's to become synonymous with crispy, crave-worthy chips. But the magic doesn't stop there. Lay's have elevated it’s snacking to an art form, with offerings like Lay's Kettle Cooked providing a crunchy, kettle-cooked experience, and Lay's Stax delivering the perfect stackable snack for any occasion. • Innovation: At the heart of PepsiCo's success lies a commitment to innovation. Through its sub brands, PepsiCo continues to push boundaries and redefine the snacking and beverage landscape. Whether it's the bold flavors of Doritos or the refreshing fizz of Bubly sparkling water, PepsiCo's sub brands captivate consumers with their ingenuity and flair. As we celebrate the rich tapestry of PepsiCo's sub brands, let's raise a glass (or a bag of chips!) to the endless possibilities and flavors that await us. Cheers to the journey ahead! 🚀 #pepsico #lays #innovation #linkedinpost #legacy

🤯 That’s a HUGE number …🤯 According Mondelēz International’s recent State of Snacking: Future Trends report, « Approximately 63% of global consumers now seek snacks that reduce environmental impact ». We don’t need a calculator to know that 63% of global consumers is a lot of people … 🤯 If you’re a retailer, wholesaler or distributor that cares about a stat like that - we have an award winning innovation that caters to the 63%👌 #innovation #sustainability #environment #compostable #snack #cpg #popcorn Sobeys Loblaw Companies Limited Kroger KeHE Distributors Circle K Couche-Tard WAM Group LAYS Mondelēz International Conagra Brands UNFI UNFI Canada Joseph Z. John Giove, CPA The Hershey Company Bimbo Canada

PepsiCo's $1.2 billion acquisition of Siete Family Foods is the latest in a series of strategic moves by CPG giants, further solidifying an ongoing trend in the industry. This move isn't just about portfolio expansion—it's a clear indicator of where the industry is heading.   - Health is Wealth: Major players are recognizing that health-conscious, dietary-inclusive options are the future. Siete's grain-free, clean-label products are moving from niche to mainstream.   - A New Era of Flavor: Multicultural offerings are becoming essential to growth strategies. It’s not just about diversification; it’s about engaging with the evolving American palate.   - Scale vs. Authenticity: Successfully integrating Siete's unique brand into PepsiCo's broader framework will be essential for maintaining consumer trust.   - Innovation Acquisition: Big Food is increasingly buying innovation rather than building it, potentially reshaping R&D strategies across the industry.   This move could signal a new chapter for PepsiCo, aligning it more closely with consumer trends toward healthier, more inclusive offerings. As with similar industry acquisitions, the real test will be in execution—can they scale Siete's products without compromising quality and brand identity?   What's your take? Will we see more CPG giants following suit? And how might this reshape our grocery aisles in the coming years?   Read the full story: https://lnkd.in/gN7ER6PM   #Food&Beverage #M&A #ConsumerPackagedGoods #ConsumerTrends Jeffrey Hartigan Danny Lin Patrick Winters Maureen Bossi Tyler Schmitz Dhanush Gummalla Nick Franz

🤯 That’s a HUGE number …🤯 According Mondelēz International’s recent State of Snacking: Future Trends report, « Approximately 63% of global consumers now seek snacks that reduce environmental impact ». We don’t need a calculator to know that 63% of global consumers is a lot of people … 🤯 If you’re a retailer, wholesaler or distributor that cares about a stat like that - we have an award winning innovation that caters to the 63%👌 #innovation #sustainability #environment #compostable #snack #cpg #popcorn Sobeys Loblaw Companies Limited Kroger KeHE Distributors Circle K Couche-Tard WAM Group Legends LAYS Mondelēz International Conagra Brands UNFI UNFI Canada Joseph Z. John Giove, CPA The Hershey Company Bimbo Canada Adam Kramer

Dive into the extensive range of brands under PepsiCo’s umbrella. From iconic snacks to refreshing beverages, PepsiCo’s portfolio is integral to our everyday moments. Knowing which brands are owned by PepsiCo sheds light on the company's market strategy and brand influence. This understanding provides crucial insights into the company's growth trajectory and competitive positioning. Explore more as we reveal the brands that make a difference. 🍹🍟 #WhoOwnsWhat #BrandOwnership #PepsiCo #MarketInsights #InvestmentOpportunities

Today we announced PepsiCo has agreed to acquire the remaining interest in our Sabra Dipping Company and Obela joint ventures from the Strauss Group.   Nutritious, simple foods like refrigerated spreads and dips is a space we’ve been looking to expand for a long time. We’re excited to bring these brands into the PepsiCo family as we continue to focus on bringing consumers more great-tasting, nutritious, and on-the-go options. https://bit.ly/3CBkpHQ

It seems Walmart may have thrown down the gauntlet for CPG companies and for the #1 grocery chain in the US this is a big deal. In 2023, 59% of all Walmart sales were in the food/grocery category (a whopping $247.28 Billion -- yes with a "B"). FYI the #2 chain is Kroger who made $147B in 2023. Now with Walmart pushing more into private-label I would expect CPG companies to have some decisions ahead of them...do they still play in the same sandbox with Walmart or do they take their ball and go home? How do you beat a competitor if you can't be cheaper or faster? ----> What about innovation/R&D? ----> What about Food Safety/Quality? Is Quality better at big brand CPGs than Private Label? Not always but there are absolutely some no-brainers (hint - the private label eye drop debacle last year that flew under the radar for most of the general US population (link to article in comments). I work with a lot of private-label companies that do things the right way. How do I know? One area I recruit heavily is Food Safety/Quality and that's one question I always ask "Would you eat/drink your product?" For many, there IS a quality difference. I used to not think so, until I bought a store-brand shredded cheese one day not knowing the "real" difference versus my daughter's favorite Sargento and was quickly called out on it (she did not see the bag, just knew the texture, smell, and taste). So with many products there are differences! Now for R&D...one way to hold your ground or beat them is through innovation. Innovation remains a key differentiator in this competitive landscape. By staying on top of consumer trends and delivering unique offerings, CPG companies can not only hold their ground but also thrive in the face of evolving market dynamics. The emergence of Bettergoods signals a new chapter in the retail landscape, one where value and innovation intersect to redefine consumer expectations. As the industry continues to evolve, the question remains: How will CPG companies adapt to this changing paradigm? #cpgindustry #privatelabel #plma #forhireresults https://lnkd.in/gbUkdsM8