Packaged Opinions

In today's episode:We chat about Super Bowl ads - what stuck out, what didn't, and are surprised to learn Ashley's favorite ad was Garrett's absolute least favoriteAshley breaks down how Quince is succeedingGarrett hits headlines from PepsiCo, Coca Cola, Remedy, and Hain Celestial"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.

In today's episode:Garrett breaks down Phillip Morris International's earnings call & dives into why it's an example of a business reinventing itselfAshley covers Walmart's partnership with Stadium Goods to begin sneaker resale on their siteAshley also details L'Oreal's recent deal with Kering to license luxury brands for fragrances and cosmetics"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.

In today's episode:Ashley covers OpenAI's recent integration of in-app product recommendations from Walmart Garrett breaks down Levi Strauss's earnings call and why it shows a disconnect between performance and predictionAshley breaks down Instacart and TikTok's audience data sharing and talks through how she thinks it'll affect retail media"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.

In today's episode:Ashley covers OpenAI's recent integration of in-app product recommendations with Etsy and Shopify and what it might mean for traditional sponsored searchAshley looks into the success of Danone's recent marketing strategy that's built on listening to the shopperGarrett reviews Conagra's recent earnings call and highlights how they're reshaping their portfolio through M&A, and what it might mean for the industry"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.

In today's episode:Ashley covers Target's retro approach to holiday toy season and Sephora's launch of a LTK (Like-to-Know) competitorGarrett breaks down the history of Apple Pay and we discuss how it's changed shopper behavior"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.

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.

In today's episode:Ashley gets into one of the biggest talking points in retail media right now, Amazon zeroing out their Google search spendGarrett dives into Bath and Body Works' expansion into college campuses and how it ties in with their recent Gen-Z resurgenceAshley talks UberEats' partnership with Dollar General to expand delivery to more shoppersGarrett wraps up with Kimberly Clark's earnings and why he thinks it may be an indicator of how more CPG's will change their strategy in the next 24 months

Hi 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 Wall Street last week.

In 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, performance

Welcome 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

Welcome 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

Welcome 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.

Hi 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 more

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 had to make Hope it helps - if you like this episode style, there's a poll on Spotify to let us know, and we can gladly do more of these in the future.

In 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 PepsiCo

In 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 resale

In 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 zagging

In 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 research

Today, 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 Versace

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?