27 Mar, 2024 Consumer Products Corner - Supply Chain Check up: Supply chain may be the secret to unlock greater profitability By Randy Burt Brett Meyer Ben Roers A concerted effort by CP companies to liquidate inventory at the end of 2023 is reflected in decreased levels across most sectors....
26 Feb, 2024 Consumer Products Corner - Financial Fitness: Where will continued growth come from in 2024? By Randy Burt Brett Meyer Ben Roers QoQ median revenue and EBITDA trended up for Health & Beauty, Home & Outdoor, and Apparel & Luxury, although it remained flat or trended...
29 Jan, 2024 Consumer Products Corner - Consumer Pulse: Will a positive end to 2023 carry into 2024? By Randy Burt Brett Meyer Ben Roers After a difficult Q3, 2023 ended on a positive note. Buoyed by a strong labor market, easing inflation, and increased discounting,...
13 Dec, 2023 Consumer Products Corner - Supply Chain Check-Up: Which recent trends will take hold in 2024 and beyond? By Randy Burt Brett Meyer Ben Roers An extended period of costly supply chain imbalances, coupled with uncertainty around future consumer spending and evolving preferences,...
29 Nov, 2023 Consumer Products Corner - Financial Fitness: Which companies will emerge from this upcoming holiday season as winners…and which will be left behind? By Randy Burt Brett Meyer Ben Roers YoY revenue trends by CP sector have been mixed, and overall median EBITDA is trending downwards, except for Food and Beverage. In the...
30 Oct, 2023 Consumer Products Corner – Consumer Pulse: Is it finally time for optimism? By Randy Burt Brett Meyer Ben Roers The latest consumer indicators from September show a stable unemployment rate, income outpacing debt, and inflation potentially cooling....
26 Sep, 2023 Consumer Products Corner – Supply Chain Check-Up: Inventory goes lean ahead of holidays By Randy Burt Brett Meyer Ben Roers During COVID, companies ramped up inventory to mitigate against supply chain distributions. With costs coming down, delivery times...
30 Aug, 2023 Consumer Products Corner – Financial Fitness: Revenue and margins both shrink amid declining consumer purchasing power By Randy Burt Brett Meyer Ben Roers Median revenue growth over the last four quarters consistently decreased across all CP sectors, a reversal from the Q1 view. Consumers...