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You Zigged, I Zagged, Hershey Zugged
How Hershey's Secretive Swiss Trading Unit Delivered 100% Unadjusted (GAAP) Profit Growth This Quarter—But Has a Ton More Work to Do
Feb 6
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Goods Partners
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You Zigged, I Zagged, Hershey Zugged
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Trade war, eh? Who cares? (It depends)
Here Comes the Trade War
Feb 3
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Trade war, eh? Who cares? (It depends)
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January 2025
The Colorfully Opaque World of Plastics (Part 1)
...and we need to trudge through some oil and gas to get there
Jan 27
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The Colorfully Opaque World of Plastics (Part 1)
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5 Takeaways from the 2025 ICR Conference
Everything seems to be growing... except DEI
Jan 17
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Goods Partners
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5 Takeaways from the 2025 ICR Conference
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December 2024
The Behemoth of Bentonville
How Walmart grew from simple merchant to marketplace-as-a-service and redefined global retail
Dec 16, 2024
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Goods Partners
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The Behemoth of Bentonville
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November 2024
Does "Deep Food" Exist?
We're about to find out what "go wild on health" means...
Nov 11, 2024
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Goods Partners
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Does "Deep Food" Exist?
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October 2024
Danger, Will Robinson-Patman Be Enforced?
Let's talk about boring anti-trust laws, food retail consolidation, the Kroger-Albertsons merger, and Election Day
Oct 23, 2024
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Goods Partners
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Danger, Will Robinson-Patman Be Enforced?
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September 2024
Few understand the US Retail Sales data
I didn't understand it either early in my career. Here's how it works....
Sep 13, 2024
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Goods Partners
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Few understand the US Retail Sales data
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August 2024
What do you call money in outer space?
Starbucks! If you only had a Niccol for every time you heard that one!
Aug 14, 2024
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Goods Partners
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What do you call money in outer space?
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All Quiet on the Midwestern Front...
... and the Snapping, Crackling and Popping of Kellogg's CPG empire...
Aug 13, 2024
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Goods Partners
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All Quiet on the Midwestern Front...
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July 2024
The Great De-Conglomeration
The unstoppable megatrend forcing Big Food/CPG to get smaller and smarter
Jul 24, 2024
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Goods Partners
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The Great De-Conglomeration
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Expect Big Change in Big Food
A look at the sector's recent spin-offs and why more are likely
Jul 8, 2024
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Goods Partners
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Expect Big Change in Big Food
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