In today's episode:

• Garrett breaks down Phillip Morris International's earnings call & dives into why it's an example of a business reinventing itself
• Ashley covers Walmart's partnership with Stadium Goods to begin sneaker resale on their site
• Ashley also details L'Oreal's recent deal with Kering to license luxury brands for fragrances and cosmetics

"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 covers OpenAI's recent integration of in-app product recommendations from Walmart

• Garrett breaks down Levi Strauss's earnings call and why it shows a disconnect between performance and prediction
• Ashley breaks down Instacart and TikTok's audience data sharing and talks through how she thinks it'll affect retail media

"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 covers OpenAI's recent integration of in-app product recommendations with Etsy and Shopify and what it might mean for traditional sponsored search

• Ashley looks into the success of Danone's recent marketing strategy that's built on listening to the shopper
• Garrett reviews Conagra's recent earnings call and highlights how they're reshaping their portfolio through M&A, and what it might mean for the industry

"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 covers Target's retro approach to holiday toy season and Sephora's launch of a LTK (Like-to-Know) competitor

• Garrett breaks down the history of Apple Pay and we discuss how it's changed shopper behavior

"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 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