"Brands are getting back to basics. They're rethinking their packaging and trying to figure out how they fit into the new world of retail store shelves."
"When I say crazy events ... the bizarre vicissitudes of the world can lead to wild knock-on effects for certain businesses or categories."
"Timothy Cofer, CEO of Dr Pepper's parent company, told investors that the soda brand gained sales last quarter from other sugar categories, because those have gotten so expensive that soda can sell itself as a more affordable treat."
"Fast-forward to today, and the cat litter category is a total mess of advertising ROI. Clorox is spending astronomically on ads with uncertain payoffs."
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