CPG Week by BevNET & Nosh

Reading The Earnings Report Tea Leaves, Whole Foods’ Daily Shop


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In this episode:

This week, the Nosh and BevNET team talks about how a marketing campaign to boost cereal sales might be imploding for Kellogg’s and what it means for the greater food maker’s empire as it moves into a new era as Kellanova and WK Kellogg Co. Senior reporter Brad Avery takes the temperature of the performance energy category through the most recent quarterly reports of Monster and Celsius. The team talks about two plant-based companies’ financial losses and finishes up discussing Whole Foods Market’s new smaller-footprint store concept.

Show Highlights:

0:30 - Is cereal a viable option for dinner? WK Kellogg’s attempt to bring the breakfast staple to other day occasions has led to some unexpected social rancor. Senior reporter Lukas Southard explains how the recent outrage on social platforms over the “cereal for dinner” campaign is related to the first standalone earnings calls for both Kellanova and WK Kellogg.

6:20 - Senior reporter Brad Avery discusses what the most recent quarterly reports from Celsius and Monster tell us about the state of energy beverages and why workout enthusiasts are driving growth in the category.

8:20 - What’s the state of plant-based? Two of the biggest plant-based meat and beverage brands posted losses in their most recent earnings. Yet, it’s not all doom and gloom, Nosh managing editor Monica Watrous pointed out, as revenues were up for one company and stock prices soared for the other.

10:35 - The team talks about the news that Whole Foods Market is launching a smaller store concept (again). Is this a reaction to other small-footprint retailers like Foxtrot or Erewhon, or a play for juicing sales of its 365 branded products?

About The Podcast:

CPG Week is the podcast that explores the latest happenings in the consumer packaged goods industry. Join our seasoned reporting team as they dish out the week’s stories in quick, easy-to-digest episodes. Catch up on the top headlines of the week, dive into exclusive insights with the BevNET and Nosh teams, and set yourself up to make more informed business decisions. Tune in to stay up-to-date on the latest developments in the dynamic world of packaged food and beverage.

New episodes are released every week. Send us comments and suggestions anytime to [email protected].

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CPG Week by BevNET & NoshBy Nosh

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