Campbell's Snacks Reports Weak Q4, Contrasting with Meals & Beverages Segment

PepsiCo faces a new challenge in salty snacks [Pepsi differs from Coca-Cola because a big part of its business is in Salty snacks like Doritos and Lay's, but consumer behaviour is changing. They have less disposable income, but instead of eating less, they are moving to cheaper products such as no-name brands.] https://lnkd.in/dHifVrFT

What if your product hasn't failed but your distribution has? Greek yogurt had been available in the United States since the mid-1990s. Yet it remained a tiny specialty category, accounting for less than 1% of US yogurt sales when Chobani launched. Chobani's critical decision was not a new recipe. It was where the product would compete. Retailers wanted it in gourmet or natural-food sections. Hamdi Ulukaya insisted on the mainstream dairy aisle, next to established brands such as Yoplait and Dannon. That placement created three advantages: 1. More traffic — every yogurt shopper was already there. 2. Direct comparison — shoppers could immediately see the difference. 3. Lower education cost — consumers didn't have to go searching for a new category. The infographic in the newsletter captures the contrast: the specialty aisle offered higher margins but fewer shoppers, while the dairy aisle offered broader traffic and direct comparison. By 2017, Greek yogurt had reached roughly half of the US yogurt market. The strategic lesson: Before concluding that a category is dead, ask whether it has simply been placed where too few people see it. Sometimes the growth lever isn't the product. It's the shelf. #ReadStartup #Chobani #BusinessStrategy #DistributionStrategy #MarketingStrategy #StartupLessons

CPG brands need packaging that: ✔️ Effectively protect their products ✔️ Beautifully display their products ✔️ Aligns with their customer desires ✔️ Supports their sustainability and brand values ✔️ Matches their retailers requirements and preferences I'm excited to be part of this webinar next month, where we'll unpack that last - critical and seemingly complex - need: What Whole Foods Market Wants From Your Packaging Excited to hear from both Whitney Herrera and Jordan B. - two verifiable experts in this question. Register today! See you October 22nd!

The Greek yogurt maker is buying the facility from Keurig Dr Pepper, which it will convert into a “major new hub” for growth.

The Greek yogurt maker is buying the facility from Keurig Dr Pepper, which it will convert into a “major new hub” for growth.

Dirty soda is expanding from restaurants to grocery shelves, driven by consumers’ desire for customization and unique flavour experiences through additives and mix-ins. PepsiCo is meeting that demand with innovative, ready-to-drink, flavour-forward offerings. https://hubs.li/Q04xrlP50

Is Cost Cutting Enough to Fix the Savory Snacks Market? Campbell’s Is Betting on a Reset. Campbell's Foodservice is cutting 13% of its salaried workforce, closing two snack plants and reducing its quarterly dividend by 36% as part of a plan to save $500 million by 2030. The company says the savings will help protect margins while creating room to invest more heavily in its brands. Download the sample Report: https://lnkd.in/dTxf5eca The timing matters because the pressure is not simply coming from costs. Campbell’s fourth-quarter sales fell 8% to $2.14 billion, while its snacks business, including Goldfish and Pepperidge Farm, declined 12%. The company also expects organic sales to fall 2%–4% in fiscal 2027. That creates a difficult equation for the Savory Snacks Market. Consumers are becoming more selective about what they buy, while manufacturers face higher costs and pressure to use promotions more carefully. Cutting expenses can improve financial performance, but it cannot by itself create stronger consumer demand. The more important question is where the savings go. If cost reductions simply protect margins, companies may stabilize their numbers without fixing the underlying demand problem. But if savings are redirected into better products, stronger brands, sharper pricing and innovations that consumers actually want to repurchase, the restructuring can become a growth strategy rather than just a defensive move. Campbell’s is not alone in facing this challenge. Conagra Brands is also preparing major changes as it attempts to address portfolio complexity and underinvestment in growth categories. For PepsiCo, Mondelēz International, Hershey and Kellanova, the lesson is equally relevant: consumers may still want snacks, but brands cannot assume that familiar products will automatically retain purchasing frequency. The next phase of the Savory Snacks Market may therefore be less about launching more products and more about proving why each product deserves a place in the consumer’s basket. 📘 At Precedence Research, we provide market intelligence, consulting, and custom research in the Savory Snacks Market. Savory Snacks Market: https://lnkd.in/dtcvbHRR Our report covers: • Consumer demand and changing snack consumption patterns • Brand performance across major savory snack categories • Pricing, promotions and value perceptions • Product innovation and portfolio strategies • Competitive positioning and emerging growth opportunities Premium Benefits: ✔ 1-year free data updates ✔ Dedicated analyst support ✔ Report customization ✔ Access to related reports ✔ Post-purchase consulting support 📩 sales@precedenceresearch.com #SavorySnacks #SnacksMarket #FoodIndustry #PackagedFoods #ConsumerGoods #FoodInnovation #BrandStrategy #ConsumerTrends #CPG #PrecedenceResearch

As big food companies prune their portfolios to accelerate growth and improve their focus, once-unloved brands are finding a new home with buyers eager to breathe new life into these castoffs. The Campbell’s Company divested Pop Secret, Noosa yogurt and Emerald Nuts, while Conagra Brands sold Chef Boyardee and Hormel Foods offloaded a majority stake in Justin’s nut butter. These buyers often employ a similar strategy: assemble a portfolio of like-minded offerings such as snacks or baking products, then spend a few bucks to innovate, clean up and grow the brands away from Wall Street #foodandbeverage #grocery #manda #conagra #retail https://lnkd.in/exugQCdK

GOODLES is eating into Big Mac & Cheese. In just three years, GOODLES has gone from a niche better-for-you brand to 7.8% of U.S. shelf-stable mac & cheese spending — nearly 10X its share in 2023. The gains are coming at the expense of incumbents. Kraft Mac & Cheese fell from 42.2% to 36.6% share, while Velveeta dropped from 21.6% to 18.9%. But GOODLES isn’t just winning switchers. According to the brand, 80% of sales come from consumers who either hadn’t been eating mac & cheese or are eating more of it — suggesting better-for-you products can expand a category as they take share. Now Barilla Group is buying the brand, giving GOODLES the distribution and resources to scale further while keeping it independent.

Ready-to-Eat Popcorn Market Outlook: 6.71% CAGR Signals Changing Snack Demand View more: https://lnkd.in/d9KP-EDf The ready-to-eat popcorn market is projected from USD 6.89 Billion in 2026 to USD 11.58 Billion by 2034, following a 6.71% CAGR. North America held 35.73% in 2025, while Asia-Pacific is projected at a 10.64% CAGR. Healthier snacking, clean-label ingredients, flavor innovation, e-commerce and sustainable packaging are shaping demand. Raw-material volatility, premium ingredient costs, logistics pressure and competition from substitute snacks remain important challenges for manufacturers. Key segments include Flavored/Unflavored products; Supermarkets/Hypermarkets, Convenience Stores, Online Retail; and Bags, Tubs, Cans and Others packaging formats. Players: The Hershey Company PepsiCo Conagra Brands. Intersnack Group The Campbell's Company Weaver Popcorn Utz Brands, Inc. American Pop Corn Company (JOLLY TIME Pop Corn) Quinn's Foods PROPER SNACKS LesserEvil Brand Snack Co. Popcornopolis Joe & Seph's Popcorn Shed Herr Foods Inc. Eagle Family Foods General Mills Barcel USA Farmer Jon's Popcorn 4700BC / Zea Maize Private Limited Diamond Foods, LLC AMISH COUNTRY POPCORN Newman's Own, Inc. KP Snacks Free Day Popcorn Company Our Home Valeo Foods Group Fisher's Popcorn Gary Poppins Snacks Just Pop In! PipCorns Prospector Popcorn Oogie’s Snacks Corporativo Bimbo, S.A. de C.V. G.H. Cretors Pop Zero Foods Inc. Pipsnacks LLC Cobs Fine Foods Pty Ltd Garrett Brands Product innovation, healthier formulations, functional ingredients, international flavors, digital retail and environmentally responsible packaging are expected to remain central themes as brands seek stronger differentiation and broader consumer relevance. #ReadyToEatPopcorn #SnackFood #FoodMarket #ConsumerTrends #FoodInnovation #MarketResearch