The Slotting Fee

Digital Services are Fueling Walmart's Low Prices

U.S. Advertising is up 26 percent while data ventures doubled.

May 17, 2024 • 

Eric Gardner

Global Demand Fuels PepsiCo as North American Sales Stumble

High prices are pushing volumes down in America.

May 3, 2024 • 

Eric Gardner

March 2024

Growth Through Variety: Kraft-Heinz's Somewhat Contrarian Approach to 2024

Peers are cutting products left and right while the company is doubling down on channel-specific items

Mar 13, 2024 • 

Eric Gardner

1

PepsiCo boosts marketing by $500 million to Combat Falling Volumes

That's just the start. The beverage giant plans to increase marketing spending by $1 billion in the future.

Mar 6, 2024 • 

Eric Gardner

1

February 2024

Unilever..."is your margin simply just too high?"

The London giant finally posted a year of volume growth, but analysts are wondering if the prices are too high.

Feb 28, 2024 • 

Eric Gardner

1

Walmart wants to sell ads in your living room

After a solid 2023, the company is trying to buy Vizio.

Feb 23, 2024 • 

Eric Gardner

1

January 2024

The Party is Over. CPG execs have to manage.

Conagra saw a big slow down due to price increases. Now it's time for CPG managers to manage.

Jan 5, 2024 • 

Eric Gardner

2

December 2023

Dollar General is reeling from its low wage strategy

Same-store sales are down, and margins are about to get tighter.

Dec 22, 2023 • 

Eric Gardner

1

Target's Balancing Act: Thriving in a World of Less Discretionary Spending

Discretionary spending is down for seven straight quarters. Bad news when over 50% of your sales are discretionary.

Dec 1, 2023 • 

Eric Gardner

3

November 2023

Prices Down, Walmart Up

The company is positioned for it all. "We don't really care."

Nov 24, 2023 • 

Eric Gardner

3

Competition and Budgets Tighten, But Hershey Bets on Brand Loyalty Over Price Wars

"We always evaluate the marketplace and have a lot of factors that we consider to determine how to best grow the business."

Nov 17, 2023 • 

Eric Gardner

2

Inflation-Proofing Contracts Propel Keurig Dr. Pepper's Profit Margins

The company saw the biggest gross margin expansion in four years.

Nov 10, 2023 • 

Eric Gardner

2