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Americans spend $5.5 trillion a year at retail stores, but the story behind what's on store shelves is hardly ever told. The Slotting Fee covers the business, politics, and technology behind the things we buy every day.

Higher Prices and Low Volumes: The new normal for the consumer good world.

March's newsletter covers: CPG companies looking to normalize high prices, the state of Ohio sues Dollar General, plus more.

Eric Gardner Mar 31, 2023 5 min read

Dollar General

Dollar General Reinvented itself in 2022. Now management waits for the results.

Dollar General completed its expansion into home goods and fresh. Now it's heading to the suburbs.

Eric Gardner Mar 27, 2023 3 min read

Campbell Soup Co.

High prices and Goldfish growth have Campbell Soup's sales forecast looking up.

Campbell Soup, the maker of Goldfish crackers and Kettle Chips reported a 12% increase in sales and raised its outlook as the company faces an improved supply-chain.

Eric Gardner Mar 20, 2023 3 min read

CPG Companies Prove Themselves as Tech Giants: A Recap of CAGNY 2023 with Pepsi, Kraft-Heinz, P&G and More.

At CAGNY 2023, consumer goods companies showed how they're transforming the retail landscape through technology and cutting-edge execution.

Eric Gardner Mar 14, 2023 4 min read

Walmart

The reinforcement strategy. Or how digital investments created a profit generating giant at Walmart.

Walmart built profitable digital marketplace, fulfillment and advertising operations on top of its traditional retail empire.

Eric Gardner Mar 13, 2023 3 min read

Nestlé

Despite recording over $100B in revenue, Nestlé had a rough 2022.

The world's largest consumer goods company wants to drive profitability by cutting poor-performing items.

Eric Gardner Mar 6, 2023 4 min read

An update on the Kroger-Albertsons merger, Walmart and Amazon change course

February's newsletter features Arizona starting a Kroger-Albertsons investigation, and 4 other consumer goods stories.

Eric Gardner Feb 28, 2023 3 min read

Kraft-Heinz

After two years of price increases, Kraft Heinz management says it's done raising prices.

Thanks to private label, the manufacturer of ketchup and mac-and-cheese has confirmed that it will not be raising prices any further in 2023.

Eric Gardner Feb 27, 2023 3 min read

Kellogg Co.

After the plant-based protein market collapses, Kellogg's will no longer divest Morningstar.

Kellogg's will no longer spin-off Morningstar Farms after a competitor lost 90% of its market value.

Eric Gardner Feb 20, 2023 3 min read

Procter and Gamble

P&G sees volumes decline, but is still committed to innovation

P&G hopes efficiencies and innovation can offset significant volume declines after two years of price increases.

Eric Gardner Feb 13, 2023 2 min read

Mondelez

Despite higher prices Mondelez, the maker of Oreos, is the rare CPG company selling more.

Mondelez is armed with super-strong brands in two categories. It’s all thanks to great execution of a 2018 strategy.

Eric Gardner Feb 6, 2023 3 min read

Sky High Egg Prices and the Fake M&M Controversy Over Real Issues

What role do retailers play in skyrocketing egg prices? Plus, eight other stories must follow stories within the consumer good world.

Eric Gardner Jan 31, 2023 5 min read

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