In today's episode:

• Ashley covers Kraft Heinz's separation, why it's happening, and what it might mean for the future in CPG
• Garrett dives into Ssense's bankrutpcy and what to expect out of the luxury category short term
• Ashley talks Walmart's approach to accelerating adoption of their 3P marketplace
• Garrett wraps up with Ulta's great earnings and we try to sort out how it relates to share performance

"packaged opinions" is a show about CPG, consumer goods, DTC brands, marketing, and how people shop and spend their money. Ashley and Garrett are longtime friends and coworkers with 25+ years of collective experience in CPG, and their show's goal is learning to spot market trends, analyze them, and make it entertaining and useful for you in your own life.

In today's episode:

• Ashley gets into one of the biggest talking points in retail media right now, Amazon zeroing out their Google search spend
• Garrett dives into Bath and Body Works' expansion into college campuses and how it ties in with their recent Gen-Z resurgence
• Ashley talks UberEats' partnership with Dollar General to expand delivery to more shoppers
• Garrett wraps up with Kimberly Clark's earnings and why he thinks it may be an indicator of how more CPG's will change their strategy in the next 24 months

Hi everyone, welcome to episode 13, here's what we cover today:

• Costco's Private Label beer: What the strategy was, how it's different than their approach in the past, and why we think it'll work
• Goodles' Rapid Rise: Upstart mac & cheese brand Goodles has rapidly gained market share with a unique strategy, we break down how
• Price/pack architecture: Frequently referenced in CPG boardrooms across America these days, especially with shoppers' purchasing power in a tough spot.
• Coca-Cola's earnings: We cover their recent earnings call, bright spots in their business, and the big strategic talking points they covered with Wall Street last week.

In today's episode, we cover:

• How Kendra Scott has gotten their groove back and what role AI plays in their DTC experience
• A deep dive on Oreo and some of the core factors influencing their, and Mondelez's, performance

Welcome back, episode 11 of our new CPG podcast is in the books, and today we're covering:

• Latest earnings from Constellation brands, owners of brands like Modelo and Pacifico, and some of the trends that are evident in the beer/wine/spirits space
• Global CPG's starting to use AI in their cost savings initiatives for packaging
• Lululemon and Costco's legal battle over dupes and why organic social is a core part of the case
• Gen Z's drinking habits, and why the trend might be changing vs. the early narrative

Welcome back to Packaged Opinions, today we cross into double digit episodes, and cover:

• Earnings from Casey's General Store and what it means for convenience channel
• Walmart's bet on dark stores in Dallas
• Dr. Squatch gets acquired by Unilever

Welcome to Packaged Opinions, Ashley is back from Bali, and we're trying a new format:

• Leading off, Ashley covers key themes that CPG CMO's in the consumer space need to be thinking about - retail media, creator ad spend, artificial intelligence, and the tailwinds behind value brands right now
• After that, Garrett goes operational and analyzes Campbell's Q3 earnings call for trends, clues that indicate consumer behavior shifts, and a few recommendations for the rest of the C-suite.

Hi there folks, welcome back to episode 008 of Packaged Opinions, on deck today:

• Garrett introduces GoPuff XL and what role it might play in Gen Z shopping trips
• Ashley covers ads in LLM's like ChatGPT and where she thinks the ad market will go
• Garrett wraps up with a review of the Q1 earnings environment for fast food restaurants like McDonalds', Taco Bell, and more

Are you early in your career and considering whether it makes sense to move for career advancement? Have you gotten a job offer and you're trying to decide whether it's right for you to pick up and go somewhere new?

Today, that's what we're covering, in hopes it can help you in your own journey.

Ashley and I break down her career journey, focusing on the times she's moved to a new city. We get into:

• How she decided whether to move
• What she learned about herself
• The impact it had on her career
• The tradeoffs she had to make

Hope it helps - if you like this episode style, there's a poll on Spotify to let us know, and we can gladly do more of these in the future.

In this episode:

• DoorDash acquires Deliveroo, bolstering their market share in Europe - will it pay off, and are there further acquisitions in this space to come?
• We take a look at Poppi's growth strategy, fresh off the acquisition by PepsiCo