Warren Ackerman
Comment & OpinionTrump tariffs have demolished visibility for fmcg CEOs
Consumers are reading headlines every day on another bout of massive inflation, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionWhy Unilever’s CEO is betting big on social media marketing
In a fireside chat, Fernando Fernandez indicated his intention to move to a ‘social first’ marketing strategy, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionFmcg must disrupt to survive – and Unilever is making a start
Companies must be more aggressive in self-disrupting, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionHow Ozempic and RFK Jr will impact US fmcg prospects
How much of a threat UPF concerns pose to the structural growth prospects of the packaged food industry is being actively debated, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionDefending margins while earning volume growth won’t be easy
Retailers aren’t in the mood to wave through another round of pricing, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionShareAction’s challenge to Nestlé highlights problem with health targets
Assessing the healthiness of portfolios is inherently subjective, and the devil is in the detail, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionHow will the CMA’s investigation impact infant formula sales?
The CMA will review the structure of the market and look at whether there are sufficient incentives to drive competition, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionP&G results show the only winning strategy: differentiation
P&G’s European volume growth accelerated to 3% from 2% in the previous quarter, which is impressive when most of its peers are posting volume declines in the region, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionWhat the UPF threat means for fmcg giants
ESG-focused investors could increasingly screen against UPF exposure as a risk, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionHow long will destocking headaches last for fmcg players?
Diageo’s recent profit warning was associated with retailers pausing orders having built up inventory levels too much, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionHow anti-obesity medicines are hitting fmcg shares
With rising numbers of patients on these medications, volume growth particularly for less healthy food and alcohol sub-sectors could be impacted, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionNew Unilever, Reckitt and Diageo CEOs are in for a baptism of fire
The new generation of fmcg leaders face myriad challenges as they establish themselves in their respective hot-seats, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionCracks are beginning to show in the global chocolate market
Seen as one of the most stable of staples categories, chocolate is now being impacted by a confluence of both supply side and demand factors, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionWhat can fmcg industry expect as pricing decelerates?
The more optimistic view is that companies will be able to use the relief from lower costs to spend more on marketing and promotion, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionBusinesses must prepare for new EU deforestation regulations
Upcoming EU laws will require importers to demonstrate no deforestation has occurred in their supply chains, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionOur broken food system is to blame for price rises, not retailers or suppliers
The continuing ramp of food price inflation is becoming increasingly concerning for governments around Europe, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionWhy food prices won’t peak for a while yet
We still don’t expect food prices to peak until Q2 2023, despite the FAO global food index having just posted its tenth consecutive monthly decline
Comment & OpinionCan retailers and brands deliver volume growth in 2023?
Volume becomes the kingmaker this year, says Warren Ackerman, head of European consumer staples research at Barclays
Comment & OpinionHow Nestlé, Heineken and Unilever are dealing with a volatile market
Barclays’ Warren Ackerman on the current round of capital markets events
Comment & OpinionHow inflation is changing consumer behaviour – and what’s next
Results season has shone a light on how consumers, retailers and manufacturers are dealing with record inflation