CPG retailers

Groceries emerge as political football as Harris floats price controls.

Activist pressure and focus on OR are at odds with optimal service levels.

Tension between stores and suppliers has intensified amid commodity fluctuations.

GLP-1 drug use and wariness of ultraprocessed foods could hit sales.

TreeHouse Foods gains share despite lingering supply chain issues.

For many over-the-road drivers, a major source of their meals can come from C-store locations built into truck stops like Love’s, Flying J and Pilot.

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With most CPG companies already having reported first-quarter earnings, the CPG-related news this week centered around descriptions of consumer strength from their retail partners. In addition, the largest CPG companies, such as Unilever, are making bigger pushes into sustainable packaging. Finally, Oatly shares soared in their debut on Thursday.  To sign up for The Stockout, […]

COVID altered the way CPG retailers and manufacturers interacted with, and delivered products to, consumers, and it is unlikely to ever return to the old ways.