Shows
Packaged Opinions#013: Goodles' Rapid Rise, Coca-Cola's Earnings, and Costco's Private Label BeerHi 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 workGoodles' Rapid Rise: Upstart mac & cheese brand Goodles has rapidly gained market share with a unique strategy, we break down howPrice/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...2025-07-2833 minPackaged Opinions#012: Kendra Scott's AI customer service and oreo's strategy for growthIn today's episode, we cover:How Kendra Scott has gotten their groove back and what role AI plays in their DTC experienceA deep dive on Oreo and some of the core factors influencing their, and Mondelez's, performance2025-07-2131 minPackaged Opinions#011: Gen-Z's drinking habits, building competitive brands, AI in packaging design, and the Costco/Lululemon legal battle over dupesWelcome 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 spaceGlobal CPG's starting to use AI in their cost savings initiatives for packagingLululemon and Costco's legal battle over dupes and why organic social is a core part of the caseGen Z's drinking habits, and why the trend might be changing vs. the early narrative 2025-07-1138 minPackaged Opinions#010: Experience is winning in convenience channel, Walmart's dark store bet, and Dr. Squatch gets acquired by UnileverWelcome 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 channelWalmart's bet on dark stores in DallasDr. Squatch gets acquired by Unilever 2025-06-3030 minPackaged Opinions#009: Highlights for CPG CMO's on 2025 H1, Campbell's Q3 Earnings and What It Says About Consumer Demand TrendsWelcome 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 nowAfter 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.2025-06-1636 minPackaged Opinions#008: AI's Impact on Paid Search, McDonald's Tough Q1 Earnings, and GoPuff Goes XLHi 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 tripsAshley 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 more2025-05-2819 minPackaged Opinions#007: Should you move for work?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 moveWhat she learned about herselfThe impact it had on her careerThe tradeoffs she...2025-05-2731 minPackaged Opinions#006: Poppi's Growth Strategy & DoorDash Acquires Deliveroo in EuropeIn 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 PepsiCo2025-05-1936 minPackaged Opinions#005: The Color of Summer 2025, Corporate AI Spending, Sam's Club Optimizes for Digital, and Rimowa Tries ResaleIn this episode:Pinterest predicts cherry red will be big in 2025, we look at the data and see what it's telling usSam's Club is making some interesting moves to improve the shopping experience, will it work?Reviewing corporate AI spending at some big brandsRimowa follows their luxury peers and tries resale2025-05-0234 minPackaged Opinions#004: AI Advancements at Amazon, Nike's Comeback Strategy and Puma Gets HighIn this episode:Three new AI capabilities at Amazon + how they might affect how we shop in the futureNike's comeback strategy post-CEO changePuma's new ad campaign and why it zigs when their peers are zagging2025-04-2031 minPackaged Opinions#003: Field Notes from ShopTalk Las Vegas, Latest on TikTok Shop, and Reformation's In-Store Shopping ExperienceIn this episode: Fresh off a trip to Las Vegas for ShopTalk we're back for episode three - here's what we cover.Headlines from ShopTalk speakers & intel from show floor (if you're curious whether AI was involved, trust your instincts)Reformation and Old Navy’s in-store experience and why it's winning people overWhat’s next for Connected TV as the next big wave in advertising, if it's not already hereTikTok’s influence in product and travel research2025-04-1137 minPackaged Opinions#002: Rapid Delivery in Texas, Old Navy Bounces Back, and Luxury Category WoesToday, we're covering three stories in the market:CPG: HEB/Favor's new grocery delivery membershipFashion: Mall brands making a comebackLuxury: Prada looking at buying Versace2025-03-2428 minPackaged Opinions#001: Target's Growth Plans, Home Depot Goes Pro, and Is Buy With Prime Gonna Work?Our very first episode today, real exciting. Today we cover three big stories in CPG:1. Target's US growth initiatives2. Home Depot aims for professional consumers3. Amazon's Buy With Prime - will it work?2025-03-1428 min