Whitney Spencer Arthur

🏢 Let's not forget about in-store retail which is still a huge part of a brands overall retail media strategy. Peter Crosby & I sat down with Jeffrey Bustos from the IAB and Michael Wessel Esq. from Kroger to talk about the latest in-store media playbook! Be sure to listen 🎧 #digitalshelf #content #retailmedia #instore #omnichannel

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Why is this the smartest thing Walmart has ever done in Private Label? During the pandemic, Walmart experienced unparalleled growth across demographic profiles, but as inflationary pressures entered the equation the past couple of years, Walmart has experienced nearly all or in some cases their entire growth (depending on the category and dept) from High income shoppers. And, it wasn’t from just shoppers already in the box—it was from channel shifting coming from the broader retail landscape. What makes that shopper unique is their participation in Private Brands at their former retailer of choice, more upscale Private Brands at Target, Kroger, HEB, Publix etc. With that shopper now in the Walmart stores, and the fact that these inflationary pressures won’t last forever, how do you keep them? How do you elevate the Private Brand experience for that shopper group and over-deliver on what an elevate private brand can be? And, as we continue to gain knowledge on how food can be the driver of our health, how do you also provide more access to healthy, life-giving foods to all income groups and demographics? How do we address the fact that many people experience lactose intolerance and have a dietary need for non-dairy products in their everyday lives? Or, that many children and adults suffer from dairy, egg and other food allergies that require them to access foods without these ingredients? Have a family member that are lactose intolerant or a milk allergy—why should they not have access at the best possible prices to incredible, delicious, non-dairy products that address those needs? Enter Bettergoods. It addresses so many of these questions and is just getting started. This is one more reason why Walmart is for every shopper, every income group, and every demographic profile. This launch demonstrates Walmarts strategic thought leadership, being aware of what is happening with the shopper in their box, and being willing to meet the needs of these shoppers. I can’t wait to see how far this brand goes and how many people are positively impacted by it. Kudos to Denise Wright for being the visionary leader and to her team for bringing this opportunity to life for Walmart. Well done. #Walmart #PrivateLabel #BetterGoods #NonDairy #Culinary #ChannelShifting

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I'll be at 👉 (https://lnkd.in/geS8v3aq) the NielsenIQ C360 conference in Phoenix - May 13-16 as The CPG Guys. Will you be there as a senior leader to discuss today's important #cpgindustry topics? 1.) Total store optimization in a post pandemic world? 2.) What does today's truly #omnichannel shopper journey look like? Have #retailmedia networks changed full funnel #omnichannelmarketing? 3.) Of course, all about #artificalintelligence 4.) #innovation - most large brands temporarily slowed it down over the pandemic - now its back to the mayhem. Shelf space is not unlimited - who wins, who loses and who doesn't belong on the shelf in the first place. Watch Liz Buchanan (NA, president), Jamie Clarke (NA retail), Andrew Criezis (President, #ecommerce) and so much more.

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Reflecting on this monumental moment, I wanted to wait until the news was "official" before sharing my thoughts and feelings... Almost 7 years ago, a good friend now who started as a good client invited me to his new office in NJ to explore a plant-based protein company he was considering acquiring. That's when I first encountered OWYN. Honestly, I wasn't sure what to make of it initially. Plant-based, vegan protein drinks weren't in my usual "repertoire" of ideation and marketing. But after trying the product that day, I knew I wanted to be part of the journey. And what an incredible journey it has been! Throughout the last 7 years, in my capacity as a "strategic advisor," I've embraced a multitude of roles and responsibilities, working closely with a diverse array of talented leaders. From individuals who made significant contributions from the outset and have since moved on, to those who have ascended to leadership positions, such as CEO Mark O. and Chief Sales Officer Matt OConnell, as well as "more recent" additions like CMO Julia Perez, who came in and made an immediate and substantial impact, our collaboration has been characterized by passion, mutual respect, and an unwavering commitment to innovation. Now, fast forward to today. After countless hours of strategic discussions, meetings, and partnerships, we've achieved something remarkable. We've taken a niche brand, crafted with the finest ingredients, and found the perfect successor in our recent acquisition. If you notice, even as a "consultant" I always will refer to it as we. When I work with brands, especially from day 1, I consider myself a true part of the team. Being part of a brand from inception to this pivotal moment is incredibly special. As a matter of fact, it's been a huge goal of mine since that fateful day 7 years ago. I'm eager to see what lies ahead for OWYN and hopeful that I can continue contributing to a product and brand that means so much to me and countless others, especially our consumers. #OWYN #PlantBased #Acquisition #Journey #Gratitude #Business #CPG #SimplyGood https://lnkd.in/emY6UT2g

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Circana's Complete Food & Beverage™ shows you everything purchased and consumed in home and away from home. Finally, insights from every angle across the food and beverage industries! Learn more: https://lnkd.in/eqcVrw9x

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Still strong results for NARTD (Soft Drinks) players with top & bottom line beat for both PepsiCo and Keurig Dr Pepper Inc. Yet, that's not to say all is rosy, with all the growth being exclusively price driven with negative volumes across all the main categories. Trend that is driven by a weaker demand from lower-income consumers and that we do not expect to revert in the upcoming quarters To be monitored carefully at a time consumption patterns are increasingly diverging in most of the developed economies (US, Europe and beyond...) between lower-income consumers & the rest Specifically: Pepsico Q1 FY24 results summary: • NR: $18.3bn • OSG: 2.7%; Volume: -2%; Price/ mix: 5% • GM%: 54.8%; -43 bps vs Q1 FY23 • OP%: 16.1%; 40 bps vs Q1 FY23 • Beat analysts’ consensus for revenue as well as EPS Keurig Dr Pepper Q1 FY24 results summary: • NR: $ 3.47bn • OSG: 2.8%; Volume: -0.3%; Price/ mix: 3.1% • GM%: 56%; 393 bps vs Q1 FY23 • Adj. OP%: 23.8%; 300 bps vs Q1 FY23 Results by Division: • U.S. Refreshment Beverages o NR: $ 2,093m o OSG: 4.3% (Volume: -1.3%, Price/mix: 5.6%) o Adj.OP%: 29.7 %; 440bps vs Q1 2023 • U.S. Coffee o NR: $ 911m o OSG: -2.1% (Volume: -0.3%, Price/mix: -1.8%) o Adj.OP%: 31.7%; 110bps vs Q1 2023 • International o NR: $ 464m o OSG: 7.0% (Volume: 4.8%, Price/mix:2.2.6%) o Adj.OP%: 23.5%; 330bps vs Q1 2023 𝗧𝗼 𝗴𝗲𝘁 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀/ 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢𝘀 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: 𝗵𝘁𝘁𝗽𝘀://𝗹𝗻𝗸𝗱.𝗶𝗻/𝗲𝗥𝟴𝘃𝗗𝗽𝘃𝗘 #strategy #cpg #fmcg Frederic Fernandez & Associates

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