Reporting

  • Costco, BJ’s Are ‘Winning With Consumers.’ Is That Also a Win for CPGs?

    Costco, BJ’s Are ‘Winning With Consumers.’ Is That Also a Win for CPGs?

    By Shefali Kapadia A hallmark of every Costco location — aside from food court hot dogs — is the club retailer’s immense grocery section. Multipacks of tortilla chips, jumbo boxes of cereal and big stacks of flavored water line the aisles. In today’s economy, the grocery section at club retailers has become even more popular due to… Read more

  • What’s Next in Mondelez’s M&A Spree? 5 Possibilities

    What’s Next in Mondelez’s M&A Spree? 5 Possibilities

    By S.L. Fuller, Shefali Kapadia Word on the street is Mondelēz International has cash to burn, and it might be looking to burn it on M&A. But which CPG would be the Oreo maker’s main target? Axios reported — after observing an investor conference in Florida — that Hostess Brands “stands out as an attractive… Read more

  • Hershey Beefs Up Workforce, Leadership to Grow Salty Snacks Unit

    Hershey Beefs Up Workforce, Leadership to Grow Salty Snacks Unit

    By Shefali Kapadia Hershey plans to add employees and executives to its salty snacks division to support the growing segment, company leadership told analysts on the CPG’s Q4 earnings call last week. “One of our key strategic goals this year is really to integrate [and] scale our salty business,” CEO Michele Buck said on the call. “And so,… Read more

  • What Target’s Plan to Cancel Orders Means for CPGs

    What Target’s Plan to Cancel Orders Means for CPGs

    By Shefali Kapadia After months of building inventory to hedge against stockouts, some retailers now face the opposite problem: what to do with a glut of supply. In June, Target announced plans to “right-size its inventory, ” which included markdowns and cancellations of some orders. The actions to right-size will continue for the rest of… Read more

  • Bolthouse CEO Ready for More M&A After Acquisition From Starbucks

    Bolthouse CEO Ready for More M&A After Acquisition From Starbucks

    By Shefali Kapadia After Bolthouse Farms announced plans to acquire Evolution Fresh from Starbucks, Bolthouse CEO Jeff Dunn described the purchase as a “perfect fit.” Evolution Fresh’s high-end portfolio would slot neatly into Bolthouse’s premium lineup of refrigerated juices and smoothies, Dunn told CPG Specialist. Bolthouse contracts rail service from Bakersfield, California, to Chicago, which would expand Evolution Fresh’s mostly West Coast distribution. And there’s plenty of runway… Read more

  • After years of ‘Made in China,’ supply chains consider alternatives

    After years of ‘Made in China,’ supply chains consider alternatives

    By Shefali Kapadia The “Made in China” label is ubiquitous in the United States, stamped on everything from industrial machinery to a pair of flip flops. But risks — from rising costs, to a trade war, to a pandemic — have prompted companies to rethink their relationships with suppliers and China. “We’ve realized that we put too… Read more

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