All articles by Warren Ackerman – Page 3
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Comment & 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 & 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 & 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 & 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 & 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 & 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 & 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 & 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 & 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 & 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 & 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 & 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 & 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 & 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 & 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 & 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 & 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 & 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 & Opinion
The four next big disruptors in global fmcg
Staples companies are grappling with a bewildering increase in complexity
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