All articles by Warren Ackerman – Page 3
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Comment and Opinion
How Unilever is adapting to the new normal – and how fmcg can follow suit
Unilever is a bellwether for consumer staples – so its first-half results next month should tell us how the sector has been affected by Covid-19, says Barclays’ Warren Ackerman
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Comment and Opinion
Getting ahead of consumer trends in the age of coronavirus won’t be easy
This crisis, as well as a recession, will change the consumer in ways we can’t predict, says Warren Ackerman, head of European consumer staples research at Barclays
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Comment and Opinion
Unilever faces risks as it looks to turn its personal care portfolio around
There are lessons to be learned from former CEO Paul Polman’s strategy, says Warren Ackerman
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Comment and Opinion
What factors will drive growth of ‘mainstream’ plant-based meat in 2020?
Big brands and the ASF crisis provide opportunities for plant-based, says Barclays’ Warren Ackerman
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Comment and Opinion
Fmcg sector is making progress on plastic
The statistics are damning – there are 100 million tonnes of plastics in the oceans, says Barclays’ Warren Ackerman
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Comment and Opinion
What Q3 results tell us about the state of consumer staples companies
Premium categories are continuing to drive most of the growth in the sector, says Barclays’ Warren Ackerman
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Comment and Opinion
Tesco has blazed a trail with economy own-label – but is it too successful?
Economy own-label ranges have thin margins, so too large an impact can be a bad thing – as Sainsbury’s knows, says Barclays’ Warren Ackerman
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Comment and Opinion
Petfood is a huge opportunity for brands - and the future’s personal
Nestlé’s acquisition of Tails.com in the UK could be a game-changer, says Barclays’ Warren Ackerman
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Comment and Opinion
Watch out, challengers: a new generation of fmcg CEOs is fighting back
It is no longer about big brands or small brands, but relevant and purposeful brands, says Warren Ackerman
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Comment and Opinion
Consumers love a brand with values… but beware opportunism
Younger consumer ‘tribes’ will switch to brands with values - but they are quick to spot gimmicks
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Comment and Opinion
Beyond Meat shows potential of plant-based but don't count out Nestlé
The addressable market for plant-based meat could be $140bn within a decade, says Barclays’ Warren Ackerman
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Comment and Opinion
Nestlé is right to attempt turnaround at a measured pace
Activist and Third Point hedge fund boss Dan Loeb’s pursuit of Nestlé is stepping up a gear following his obvious frustration with the company’s slow pace of change.
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Comment and Opinion
Why prestige is driving skincare growth in the global HPC sector
Consumers are trading up and down simultaneously, says Société Générale’s Warren Ackerman
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Comment and Opinion
The Sainsbury's-Asda merger will hurt suppliers
The comment that big food companies “make spectacular returns and are very, very profitable” is an ominous opening gambit, says Warren Ackerman of SocGen
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Comment and Opinion
The 'art of pricing' is crucial
Staples companies often view pricing as a last resort, only after all internal self help measures have been exhausted
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Comment and Opinion
Unhealthy food: time to get drastic on reformulation
Governments around the world are waking up to the time-bomb of obesity
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Comment and Opinion
Why mix is crucial to fmcg growth
Underlying sales growth is one of the most important stock market measures for staples companies
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Comment and Opinion
Seismic fmcg portfolio shifts loom in 2018
The speed of change in fmcg is forcing companies to try to ascertain where they will still have competitive advantages…
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News
What kind of leader does Unilever need after Polman?
Unilever CEO Paul Polman polarises people. For some, he is a rare example of a CEO who is also a statesman, says Warren Ackerman at SocGen
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Comment and Opinion
The four next big disruptors in global fmcg
Staples companies are grappling with a bewildering increase in complexity
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