All articles by Warren Ackerman
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Comment & OpinionHow Nestlé, Heineken and Unilever are dealing with a volatile market
Barclays’ Warren Ackerman on the current round of capital markets events
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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
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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