EPISODE · Sep 10, 2025 · 30 MIN
#016: Kraft Heinz Breaks Up, Ulta's Earnings, Walmart's Marketplace Push, and SSense's Bankruptcy
from Packaged Opinions · host Ashley Ornellas and Garrett King
In today's episode:Ashley covers Kraft Heinz's separation, why it's happening, and what it might mean for the future in CPGGarrett dives into Ssense's bankrutpcy and what to expect out of the luxury category short termAshley talks Walmart's approach to accelerating adoption of their 3P marketplaceGarrett wraps up with Ulta's great earnings and we try to sort out how it relates to share performance"packaged opinions" is a show about CPG, consumer goods, DTC brands, marketing, and how people shop and spend their money. Ashley and Garrett are longtime friends and coworkers with 25+ years of collective experience in CPG, and their show's goal is learning to spot market trends, analyze them, and make it entertaining and useful for you in your own life.
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#016: Kraft Heinz Breaks Up, Ulta's Earnings, Walmart's Marketplace Push, and SSense's Bankruptcy
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