From Printer paper
Supermkt shames
Vulture voracity
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United N a t u r a l
Foods' slowdown
United N a t u r a lEx-Staples chief feeds
healthier WFH lifestyle
US #1 broadline food wholesaler United Natural Foods (UNFI) reported slower results in Q4'23 aided by price inflation. “As consumers continue to seek at-home food solutions, UNFI remains dedicated to providing our resellers with a competitive service" said ceo Sandy Douglas (ex-Staples)
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Aldi argues "Private
Label to dominate"
Biased based on <10%
range is original brand?
German owned supermarkets Aldi and Lidl have grown rapidly in recent tears to grab a 20% market share. Aldi UK chief Giles Hurley stated: "Britain is shopping very differently to how it did 18 months ago — fewer trips, more own-label products, and switching supermarkets in search of better value.” How are leaders Tesco and Sainsbury's responding?
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PC Monitor market
mirrors IT weakness
IDC: Slow user demand
expecting a '24 recovery
The global PC monitor market remained steadfast in its efforts to manage inventory levels amidst a significant drop in demand during Q2'23. Demand still fell short of pre-COVID levels observed in the second quarter of 2019, signaling that recovery remains a work in progress following the surge in volume witnessed from 2020 to 2022.
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AMZN accelerates
AI collaboration
Jassy "customers will gain
huge productivity benefits
Amazon wis investing up to $4Bn in San Francisco-based AI startup Anthropic, as the two parties collaborate to advance generative AI. "Customers are quite excited about Bedrock, AWS’s new managed service and Trainium, its training chip; with Anthropic it should help customers get even more value" said CEO Andy Jassy
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Is Xerox's 'Kodak
Moment' imminent?
Drupa withdrawal, disposals,
secular decline... augurs ill
Is once mighty printermaker Xerox following Kodak's route to ruin? Ever since Chainsaw Carl Icahn became the lead investor in 2018 sales have plummeted and market cap halved. Asset disposals, distribution rationalisation and savage cost cutting has ensued. Now its withdrawing from the global print exhibition Drupa in Dusseldorf in 2024. What's next?
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Differentiate! Stand
out from A1 flock
Bandwagon marketers jump
into an abyss of normalcy
"The value of differentiation will only increase as more brands follow the AI herd" writes Marketing Week's top columnist Mark Ritson. There are far more pressing issues marketers should be turning their attention to before getting distracted by AI. We discuss his article...
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CO2 commitments
need creative boost
Major food brands miss
carbon emission targets
Several of the world’s largest foodmakers and resellers have not made progress on their goal to cut greenhouse gas emissions. Some are even producing more writes NYTimes' Julie Creswell. We review an excellent article inc. McDonalds, Starbucks & PepsiCo; and look wider at the decarbonisation efforts of the business supply brand leaders.
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Packaging: Purpose
drives new designs
London ExCel attracts
top brands; 4000 guests
#LondonPakagingWeek is back with a bang! Organisers expect 4000 visitors to the ExCel venue (21/22Sep) featuring over 200 vendors including leaders DSSmith, Smurfit-Kappa, Berry Global, Antalis, Berlin, Kite Packaging and Packaging Source. We review the exhbiitors and talk to leaders on the latest big trends. Day 1 Report here
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Metsa: major tissue
making investment
Heightens hygiene supply
market leadership battle
Metsa Group the €7Bn Finnish packaging & tissue maker reported serious declines from Covid inflated highs in Q2'23. CEO Ilkka Hämälä said "This landmark investment will deliver the largest tissue mill in the UK and create 400+ jobs at the East Yorkshire facility
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Unilever unplugs
brands under stress
CEO looking to exit food
hygiene & food classics
Unilever, the $60Bn International house of hygiene, food and personal care brands has revived plans to sell a suite of mature names after an earlier attempt in 2021 failed. New ceo Hein Schumacher seems to be attacking the issue frantically, under shatreholder pressure involving professional advisers to explore sales of classic food, beauty and hygiene brands
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