Insights

Based on the latest trading updates, we look at what the changing priorities for suppliers and where the focus is shifting to as they plan to trade the second half of the year.

In our quarterly survey of companies operating in the CPG industry, we look at at how they felt about eight business activities and how they believed this might change over the next six to 12 months.

Beyond flexing their trading strategies, product suppliers have taken a broader role in supporting the fight against the Coronavirus pandemic. In this presentation, we highlight four pillars around which these have been clustered.

Latest News
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P&G reported a strong second quarter, reflecting pandemic-driven demand for its brands. Although there is a degree of uncertainty and volatility associated with its expectations for the second half, the business is confident that it will benefit from shifts driven by the COVID-19 pandemic.

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As one of the first major suppliers to report results in 2021, we review Conagra Brands’ second quarter performance and why it’s so confident that demand for its products will remain elevated. Sales and profits ahead of expectations The second quarter performance, with net sales up 8.1% and adjusted operating profit up 21.7%, exceeded the company’s expectations. The pandemic continues to dr...
With the Campbell Soup Company off to a strong start in the first quarter, we look at the factors which provide it with the confidence that it can sustain its performance going forward. 1. Consumers continue to prepare and eat more meals at home With net sales up 7% and EBIT up 45%, the company continues to benefit from the impacts of the COVID-19 pandemic. Growth was strong across meals an...
Following a solid second quarter performance, The J.M. Smucker Company has raised its guidance for the full year, anticipating many of the new consumer behaviours which have underpinned the business, will be sustained beyond the pandemic. Improvements in key metrics In raising its sales outlook, the retailer pointed to the elevated demand which drove a 9% increase in its coffee segment and ...

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Use our COVID-adjusted forecasts on over 400 retailers in over 180 countries