The Great De-Conglomeration

The unstoppable megatrend forcing Big Food/CPG to get smaller and smarter

Earlier this month, we explored how lackluster total shareholder returns (TSRs) can force transformational change in Expect Big Change in Big Food. Now we explore some historical context and the corporate strategy megatrend we believe guides board-level decision-making.

General Mills and Conagra reported quarterly earnings a few weeks ago. The big takeaw…