Louis Bedwell’s Post

From this week's Top 10 for Food Digital, my eyes have been opened to the mass effort it takes to not just run a company, but run the biggest food companies in the world, in such a challenging and changing time in the market worldwide. Looking at the CEOs of the world's biggest food companies, including Hein Schumacher, Unilever, Chris Kempczinski, McDonald's and Mark Schneider, Nestlé - I've gained a new appreciation for the products and food I enjoy in my every day life (I wish, McDonald's). Read more here: https://lnkd.in/eMT85GHX And stories like this: https://fooddigital.com/ #Sustainability #Innovation #Foodindustry #Biggestfoodcompaniesintheworld

⭐ What can we learn from PepsiCo's strategic acquisition of Siete Family Foods? ⭐ Here are some key lessons and strategies: 🌱 Consumer Behavior Shift Capitalizing on demand for clean-label, grain-free snacks that reflect growing wellness trends. 🌍 Evolving Consumer Segment Catering to Gen Z, the most diverse generation, by offering culturally relevant and authentic products. 💡 Premium Market Expansion Addressing gaps in the premium snack segment, positioning PepsiCo for future growth in high-demand categories. 👉 Prediction - National rollout of the Chips and Salsa and the potential divestment or licensing of adjacent and less profitable segments. 🔄 Innovation Synergy Integrating Siete's innovation in product development to drive continued diversification across PepsiCo's global portfolio. #leadership #innovation #genz #trends #consumerinsights #relevance #linkedinnews #coach #advisor #mg100 #thinkers50 #bestadvice #jennyfernandez

What is catching my eyes; A Seismic Shift in the Food Industry: Giants Divest, Opportunities Arise The recent wave of divestments by major food companies is signaling a seismic shift in the industry. Unilever's ice cream separation, B&G Foods' vegetable business divestment, General Mills' yogurt exploration, and now Kraft Heinz's potential sale of Oscar Mayer all point towards a strategic realignment of priorities. This trend is not merely about shedding underperforming assets; it's a calculated response to evolving consumer preferences and a bid to revitalize stagnant growth. Why now? The answer is multifaceted. While these companies have enjoyed increased sales in recent years, rising inflation and borrowing costs are squeezing margins. Simultaneously, the advent of GLP-1 drugs and a broader shift towards healthier lifestyles are transforming consumer habits. Processed meats, once staples in American households, are losing their appeal in the face of health-conscious choices. The potential sale of Oscar Mayer, Kraft Heinz's iconic processed meat brand, exemplifies this shift. With a market capitalization of about $44 billion, the company is exploring a sale in the range of $3-5 billion, aligning with CEO Carlos Abrams-Rivera's vision of prioritizing taste and nutrition. This decision comes after a lackluster Q1 2024 performance, underscoring the urgency for change. These divestments create a fertile ground for opportunity. Private equity firms with operational expertise are well-positioned to acquire these established brands and potentially revitalize them. However, smaller, more agile companies also stand to gain. By understanding and catering to the new consumer landscape, they can carve out market share and achieve significant growth. This is a pivotal moment for the food industry. The giants are reshaping their portfolios, while nimble innovators are poised to seize the opportunities that arise. The next 5-10 years will likely see a wave of innovation and disruption as the industry adapts to the changing tides of consumer preferences. Are you witnessing this shift firsthand? Have you changed your purchasing habits in favor of healthier options? 

ONLY ONE WEEK LEFT UNTIL NETWORK EFFECT: MONDELEZ 📣 #CPG brands are exploring key questions: What sustainability factors do consumers prioritize? In what ways can brands leverage sector-wide collaboration for #sustainability? And, what innovations can we expect in the future of food? To address these topics, 3BL is headed to Chicago on May 2nd from 9 to 11:00 a.m. to host Network Effect: Mondelez at Mondelēz International Global Headquarters. Register before it’s too late ➡️ https://lnkd.in/dqfeikfu

Healthy is the Future of FMCG 🚀🌱 From biscuits to snacks, the biggest FMCG brands are leading the health revolution! 🍪🍿 Learn how giants like Britannia, Nestlé, and PepsiCo are reducing sugar, salt, and trans fats while keeping the taste intact. If you’re in the FMCG business—this is your playbook for the future. 📦💡 👉 Hold leadership accountable. 👉 Innovate with healthier recipes. 👉 Make your packaging shout health benefits. 👉 Listen to customers and act! The future of FMCG is here—are you ready to evolve? 🚀 #HealthyFMCG #BusinessGrowth #LearnFromLeaders

Investors urge Coca-Cola, Kraft Heinz, others to provide transparency on products’ health impact Are you kidding? Lets see the summary in below points : 1. Over 30 investors and asset managers asked top executives from leading food and beverage companies to annually disclose the “healthiness” of their products. 2. A coalition of shareholders is asking leading food and beverage companies to increase transparency on how their products impact consumers’ health. The group said this would be a “first step” towards corporations taking accountability for their “significant impact on public health.” 3. Investors asked top executives from Coca-Cola, PepsiCo, Kraft Heinz, General Mills, Mondelez International and Kellanova to adopt an internationally accepted nutrition rating or scoring system that discloses the healthiness of their products in a letter released Thursday. The letter also urged the companies to increase transparency by annually disclosing “healthiness metrics” for their products. 4. The letter is spearheaded by responsible investment nonprofit ShareAction and backed by over 30 investors and asset managers that collectively manage over $3 trillion in assets. These include Mercy Investment Services, Trinity Health, Greenbank, Nest and the Socially Responsible Investment Coalition. Is this can be mandated in India? #healthawareness #goodhealth #transparentreporting #reliableproduct #goodgovernance #changereport #productstewardship #productlifecycle #endtoendbusiness

𝗧𝗵𝗲 𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝗴𝗮𝗶𝗻𝘀 𝗵𝗮𝘃𝗲 𝗵𝗮𝗹𝘃𝗲𝗱 𝗰𝗼𝗺𝗽𝗮𝗿𝗲𝗱 𝘁𝗼 𝗹𝗮𝘀𝘁 𝘆𝗲𝗮𝗿 𝗯𝘂𝘁 𝘀𝘁𝗶𝗹𝗹 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝗮𝘁 +𝟰.𝟱% 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟰 𝘄𝗶𝘁𝗵 𝗱𝗶𝘃𝗲𝗿𝗴𝗶𝗻𝗴 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗮𝗰𝗿𝗼𝘀𝘀 𝗙𝗠𝗖𝗚 𝘃𝗲𝗿𝘁𝗶𝗰𝗮𝗹𝘀 - Food & Beverage continues to struggle (cf. volume developments at Nestlé, Kraft Heinz, General Mills, Campbell's...) - Alcoholic Drinks is bouncing back driven by Beer while all Spirits companies digest now their last 3 years historic growth - Beauty Personal Care continues to benefit fully from the famous 'lipstick effect' & the dynamic fragances category although not all benefit (cf. Shiseido) - Household proves its resilience although some underperform significantly (The Clorox Company, Procter & Gamble baby...) - All Consumer Health Care players remain penalized by the weak cold & flu seasons & US retailers destocking 𝗧𝗶𝗺𝗲 𝘁𝗼 𝗿𝗲𝗳𝗼𝗰𝘂𝘀 𝗳𝗼𝗿 𝗮𝗹𝗹 𝗼𝗻 𝗼𝗿𝗴𝗮𝗻𝗶𝗰 (𝘃𝗼𝗹𝘂𝗺𝗲) 𝗴𝗿𝗼𝘄𝘁𝗵 Exciting times To read our last publication on how to accelerate organic (volume) growth: 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢𝘀: 𝗠𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗹𝗹𝘆 𝗙𝗼𝗿 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 (𝗩𝗼𝗹𝘂𝗺𝗲) 𝗚𝗿𝗼𝘄𝘁𝗵 𝗢𝗿 𝗛𝗼𝘄 𝗧𝗼 𝗦𝘁𝗼𝗽 𝗦𝗵𝗿𝗶𝗻𝗸𝗶𝗻𝗴 𝗧𝗼 𝗚𝗹𝗼𝗿𝘆 - 𝗙𝗿𝗼𝗺 𝗭𝗕𝗕 𝘁𝗼 𝗭𝗕𝗚® (𝗭𝗲𝗿𝗼-𝗕𝗮𝘀𝗲𝗱-𝗚𝗿𝗼𝘄𝘁𝗵) https://lnkd.in/eV5d39VE 𝗧𝗼 𝗴𝗲𝘁 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 & 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/ea4gy65y #fmcg #cpg Nestlé The Coca-Cola Company PepsiCo AB InBev Unilever Procter & Gamble Mondelēz International Kraft Heinz L'Oréal Danone The HEINEKEN Company Bel Reckitt Kenvue Sanofi Haleon Pernod Ricard Diageo General Mills Campbell's JDE Peet's Carlsberg Group Ferrero Henkel Mars Lindt & Sprüngli Kellanova Shiseido Bayer | Consumer Health

𝗧𝗵𝗲 𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝗴𝗮𝗶𝗻𝘀 𝗵𝗮𝘃𝗲 𝗵𝗮𝗹𝘃𝗲𝗱 𝗰𝗼𝗺𝗽𝗮𝗿𝗲𝗱 𝘁𝗼 𝗹𝗮𝘀𝘁 𝘆𝗲𝗮𝗿 𝗯𝘂𝘁 𝘀𝘁𝗶𝗹𝗹 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝗮𝘁 +𝟰.𝟱% 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟰 𝘄𝗶𝘁𝗵 𝗱𝗶𝘃𝗲𝗿𝗴𝗶𝗻𝗴 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗮𝗰𝗿𝗼𝘀𝘀 𝗙𝗠𝗖𝗚 𝘃𝗲𝗿𝘁𝗶𝗰𝗮𝗹𝘀 - Food & Beverage continues to struggle (cf. volume developments at Nestlé, Kraft Heinz, General Mills, Campbell's...) - Alcoholic Drinks is bouncing back driven by Beer while all Spirits companies digest now their last 3 years historic growth - Beauty Personal Care continues to benefit fully from the famous 'lipstick effect' & the dynamic fragances category although not all benefit (cf. Shiseido) - Household proves its resilience although some underperform significantly (The Clorox Company, Procter & Gamble baby...) - All Consumer Health Care players remain penalized by the weak cold & flu seasons & US retailers destocking 𝗧𝗶𝗺𝗲 𝘁𝗼 𝗿𝗲𝗳𝗼𝗰𝘂𝘀 𝗳𝗼𝗿 𝗮𝗹𝗹 𝗼𝗻 𝗼𝗿𝗴𝗮𝗻𝗶𝗰 (𝘃𝗼𝗹𝘂𝗺𝗲) 𝗴𝗿𝗼𝘄𝘁𝗵 Exciting times To read our last publication on how to accelerate organic (volume) growth: 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢𝘀: 𝗠𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗹𝗹𝘆 𝗙𝗼𝗿 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 (𝗩𝗼𝗹𝘂𝗺𝗲) 𝗚𝗿𝗼𝘄𝘁𝗵 𝗢𝗿 𝗛𝗼𝘄 𝗧𝗼 𝗦𝘁𝗼𝗽 𝗦𝗵𝗿𝗶𝗻𝗸𝗶𝗻𝗴 𝗧𝗼 𝗚𝗹𝗼𝗿𝘆 - 𝗙𝗿𝗼𝗺 𝗭𝗕𝗕 𝘁𝗼 𝗭𝗕𝗚® (𝗭𝗲𝗿𝗼-𝗕𝗮𝘀𝗲𝗱-𝗚𝗿𝗼𝘄𝘁𝗵) https://lnkd.in/eV5d39VE 𝗧𝗼 𝗴𝗲𝘁 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 & 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/ea4gy65y #fmcg #cpg Nestlé The Coca-Cola Company PepsiCo AB InBev Unilever Procter & Gamble Mondelēz International Kraft Heinz L'Oréal Danone The HEINEKEN Company Bel Reckitt Kenvue Sanofi Haleon Pernod Ricard Diageo General Mills Campbell's JDE Peet's Carlsberg Group Ferrero Henkel Mars Lindt & Sprüngli Kellanova Shiseido Bayer | Consumer Health

Interesting to see how top-line price increases cannot be relied on to deliver net revenue growth, at least not to the same extent in 2024 compared to the previous years with higher-than-normal inflation. FMCG/CPG companies must find new opportunities for volume growth, such as new consumer segments, product innovation, premium offerings, and new markets expansion. #rgm #revenuegrowth #consumercentric

While Nestlé may tout itself as a globally leading company promoting good food and good health, it's essential to scrutinize its claims and actions critically. Despite its assertions, Nestlé has faced numerous controversies and criticisms regarding its business practices, particularly in the realm of health and nutrition. For instance, Nestlé has been accused of aggressive marketing of unhealthy products, including sugary snacks and processed foods, contributing to rising rates of obesity and related health issues. Additionally, the company has been criticized for its exploitation of natural resources, environmental degradation, and unethical practices in sourcing ingredients, such as palm oil and cocoa. Moreover, while Nestlé may portray itself as a force for good, its actions often prioritize profit over people and the planet. The company has faced allegations of human rights abuses in its supply chain, including child labor and forced labor, particularly in the production of cocoa in West Africa. Despite commitments to address these issues, Nestlé has struggled to enact meaningful change and ensure accountability throughout its supply chain. Furthermore, Nestlé's dominance in certain markets, including the frozen food sector, raises concerns about its influence on consumer choices and access to healthier options. By perpetuating the status quo and prioritizing profit-driven initiatives, Nestlé may be hindering efforts to promote healthier diets and combat food insecurity on a global scale. In conclusion, while Nestlé may present itself as a champion of good food, good health, and a force for good, its track record suggests otherwise. As consumers and stakeholders, it's crucial to critically evaluate the company's claims and hold it accountable for its actions, advocating for transparency, ethical business practices, and a genuine commitment to promoting health and well-being for all.