All articles by Warren Ackerman – Page 2
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Comment & OpinionWhat does the end of free money mean for fmcg M&A?
A combination of higher interest rates and double-digit food inflation has the potential to change companies’ capital allocation priorities, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionAs commodity prices roll over, next few quarters will separate wheat from chaff
What will distinguish winners from losers is corporate agility, supply chain resilience, data analytics and a differentiated portfolio, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionFood and pharma are jockeying to be on the right side of consumer health consolidation
Major consolidation is likely to take place as the giants bid for dominance, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionHow fmcg price rises are impacting the likes of Nestlé, Danone and P&G
Trying to call when inflation peaks is virtually impossible, but the key is that we do not see a structural erosion in sector profitability, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionAgility will be the defining characteristic of businesses that survive this pricing crisis
Adapting portfolios to this cost of living crisis is no easy task, but those agile enough to respond will benefit, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionWhy food prices could be about to rise by as much as 10%
The prospect of a pullback in raw material inflation and supply chain risks is rapidly receding, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionUnilever’s management restructure signals the status quo is unlikely to hold
With results on 10 February, Unilever will need to put its best foot forward and try to demonstrate it is already turning the corner, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionNew HFSS restrictions will change stores – and hopefully the nation’s health
Legislation restricting the promotion of HFSS products presents some tricky challenges but should ultimately improve our diets, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionHow fmcg players are managing the triangle of inflation, pricing and elasticity
With both Eurozone and UK inflation reaching more than 4% in October, the cost squeeze is really starting to bite, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionWhy methane reduction shouldn’t be overlooked in the emissions battle
Curbing human-induced methane emissions by 45% by 2030 will prevent nearly 0.3°C of global warming by the 2040s, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionWhy elevated inflation in food and drink may be here to stay
Inflation worries dominated the Barclays Global Consumer Staples conference earlier this month, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionWho will be paying for vital sustainability initiatives - shoppers or manufacturers?
Manufacturers need to invest heavily in sustainability schemes, but not all consumers are willing to pay a premium to fund it, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionWhy water scarcity should be a priority for consumer staples on par with carbon
Our analysis suggests the financial implications of water scarcity could be three times greater than the cost of reaching carbon neutrality, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionWhy consumer health is attracting big investment
Nestlé and Unilever are capitalising on consistently growing interest in the category, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionWhy the fmcg giants will remain winners in life after lockdown
Big food brands are reaping the rewards as in-home consumption remains strong, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionFmcg will need to fight to hold on to profits as inflation rises
There are a number of complex factors exacerbating the inflation situation, not least elevated Covid costs, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionHow bio-ingredients can help companies towards sustainability targets
Unilever’s Clean Future programme is ambitious and bio-ingredients will play a major role in reformulation, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionHow Nestlé is blazing the trail of sustainability initiatives – and transparency
Nestlé has laid down the gauntlet to other fmcg companies with regards to its climate commitments, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionThere’s nowhere left for fmcg companies to hide on carbon reduction
Businesses can no longer afford to ignore net zero carbon commitments, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment & OpinionFood companies must fight climate change by incentivising regenerative agriculture
Soil and regenerative agriculture are the keys to reversing climate change, says Warren Ackerman, head of European consumer staples research at Barclays
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