The CPG View

Kroger’s eCommerce Power Move: A Dedicated Unit for Digital Growth ?? The Big Question: (1) How will Kroger’s new eCommerce unit reshape the future of online grocery and digital retail? By the Numbers (Ranked Largest to Smallest) ?? $13B → Kroger’s eCommerce sales in 2024, reflecting strong digital momentum. ?? 90%+ → Of U.S. grocery shoppers engage in some form of digital shopping. ?? 8.3% → Average U.S. grocery eCommerce sales growth expected in 2025. Why It Matters: (3) ?? Strategic Leadership Shift → Yael Cosset, formerly CIO, steps in as EVP & Chief Digital Officer to lead this initiative. ?? Dedicated Digital Focus → Kroger is centralizing its eCommerce strategy to enhance the customer experience and fulfillment capabilities. ?? Retail Media & Omnichannel Acceleration → A more streamlined digital approach could strengthen Kroger Precision Marketing (KPM) and its broader omnichannel play. Final Thought: (1) Kroger is making a big bet on eCommerce as a growth driver—will this move help them compete with Walmart, Instacart, and Amazon in the digital grocery race? Ways to reach us: Pattern? The CPG View The Retail eCommerce Club Subscribe to The Retail Media View newsletter: ???? https://lnkd.in/etsfcm-S Kroger announcement: https://lnkd.in/eBJDnkCp

Top 100 Global Consumer Goods Companies by Revenue in 2024 ?? Great write up by the CGT - Consumer Goods Technology team . Top 100 consumer brands ($ size, YoY % change), also sorted by category. 1?? Nestlé ? Revenue: $104B ? YoY Growth: 5% 2?? LVMH Mo?t Hennessy Louis Vuitton ? Revenue: $94B ? YoY Growth: 12% 3?? PepsiCo ? Revenue: $91B ? YoY Growth: 6% 4?? Procter & Gamble ? Revenue: $82B ? YoY Growth: 2% 5?? JBS ? Revenue: $73B ? YoY Growth: 0% 6?? Unilever ? Revenue: $65B ? YoY Growth: 2% 7?? Anheuser-Busch ? Revenue: $59B ? YoY Growth: 3% 8?? Tyson Foods ? Revenue: $53B ? YoY Growth: -1% 9?? Nike ? Revenue: $51B ? YoY Growth: 10% ?? The Coca-Cola Company ? Revenue: $46B ? YoY Growth: 6% 1??1?? L'Oréal ? Revenue: $45B ? YoY Growth: 11% 1??2?? The HEINEKEN Company ? Revenue: $40B ? YoY Growth: 5% 1??3?? Imperial Tobacco La Romana ? Revenue: $40B ? YoY Growth: -4% 1??4?? Haier ? Revenue: $37B ? YoY Growth: 7% 1??5?? Mondelēz International ? Revenue: $36B ? YoY Growth: 14% 1??6?? Philip Morris International ? Revenue: $35B ? YoY Growth: 11% 1??7?? BAT (Tobacco) ? Revenue: $34B ? YoY Growth: -1% 1??8?? 3M ? Revenue: $33B ? YoY Growth: -5% 1??9?? Danone ? Revenue: $30B ? YoY Growth: 3% 2??0?? Kraft Heinz ? Revenue: $27B ? YoY Growth: 1% 2??1?? WH Group Ltd. ? Revenue: $26B ? YoY Growth: -7% 2??2?? Altria ? Revenue: $24B ? YoY Growth: -2% 2??3?? Associated British Foods plc ? Revenue : $24B ? YoY Growth: 11% 2??4?? Henkel ? Revenue: $23B ? YoY Growth: -1% 2??5?? adidas ? Revenue: $23B ? YoY Growth: -2% These companies are leading the way in the global consumer goods sector. Which one surprises you the most? Ways to reach us: Pattern? The CPG View The Retail eCommerce Club Subscribe to The Retail Media View newsletter: ???? https://lnkd.in/etsfcm-S #ecommerce #digital #omnichannel #strategy #cmo #cdo #ceo #cro #leadership #retailecommerceclub #cpg #privateequity #playtowin #thecpgview

The Future of Digital Grocery: Disruptors Are Gaining Ground ?? The grocery eCommerce space is evolving fast, and new players are shaking up the market. While Walmart, Amazon and Instacart remain dominant, DoorDash and Uber are emerging as the fastest-growing platforms in digital grocery. By the Numbers: (8) ?? +22.9% → DoorDash ($8.26B in grocery sales, fastest-growing player). ?? +18.6% → Uber ($4.58B in grocery eCommerce). ?? +16.9% → Walmart remains the leader with $69.6B in sales. ?? +13.7% → Albertsons is growing quickly, hitting $10.3B in sales. ?? +9.8% → Instacart continues expanding at $35.35B. ?? +9.4% → Kroger holds steady at $19.07B. ?? +8.5% → Amazon keeps pace with $49.77B in digital grocery sales. ?? +8.0% → Target grows its digital grocery business to $8.08B. Why It Matters: (3) 1?? Delivery Apps Are Disrupting Grocery → DoorDash and Uber aren’t just about restaurants anymore—they’re taking share in grocery eCommerce. 2?? Walmart and Amazon Still Dominate, But… → New competition means brands need a multi-channel grocery strategy. 3?? Retailers Must Adapt to a Changing Shopper → Consumers expect fast, flexible, and seamless fulfillment, whether through traditional grocers or last-mile delivery platforms. Final Thought: (2) ?Digital grocery is no longer just about who owns the store—it’s about who owns the customer relationship. ?Are your brand’s eCommerce strategies keeping up? Ways to reach us: Pattern? The CPG View The Retail eCommerce Club Subscribe to The Retail Media View newsletter: ???? https://lnkd.in/etsfcm-S Source: EMARKETER #ecommerce #digital #omnichannel #strategy #cmo #cdo #ceo #cro #leadership #retailecommerceclub #cpg #privateequity #playtowin

CPG & eComm: Retail Media - What Leaders Need to Know ???? Great report by the dentsu team. The Big Question — How should brands optimize retail media investments as networks expand and budgets tighten? By the Numbers: (6) ?? $54.9B → Retail media has nearly tripled in size since 2020, up from $18.8B. ?? 94 → The number of retail media networks (RMNs) today—compared to just 28 in 2020. ?? 89% → Of brands now use an external agency to manage retail media, signaling execution challenges. ?? 78% → Retailers expect RMN revenue to grow over the next three years, but confidence is slipping (down from 91% last year). ?? 66% → Of brands say the number of RMNs is “just right”, but complexity is a growing challenge. ?? 53% → Of RMN ad spend now goes to offsite media, shifting beyond traditional retailer-owned placements. Key Insights for CPG Leaders: (3) 1?? Retail Media Isn’t Optional Anymore → RMNs are now table stakes for visibility and sales—but picking the right ones is critical. 2?? Fragmentation is Your Biggest Challenge → With 94 RMNs in play, brands must focus on networks that drive real incrementality, not just more ad spend. 3?? Retailer Negotiations Are Changing → Ad budgets are becoming a key part of trade discussions—if you’re not aligning retail media with sales, you’re losing leverage. Key Actions for CPG Brands: (2) ??Prioritize RMNs That Deliver Incremental Growth → Instead of spreading budgets across multiple RMNs, double down on the networks that provide clear ROI, unique audiences, and closed-loop measurement. ??Integrate Retail Media into Trade Strategy → Retailers are treating RMNs as a core part of supplier negotiations. Winning brands use RMN investments strategically to strengthen partnerships, not just to buy ad space. How to Stay Ahead in 2025: (3) - Shift from Presence to Performance → It’s no longer about being everywhere—focus on RMNs that drive true business outcomes. - Demand Better Measurement → Push for transparent, cross-platform performance data to compare RMNs. - Retailers Will Prioritize Partners, Not Just Advertisers → Winning brands integrate RMNs into broader joint business planning. Final Thought — Retail media is evolving fast—brands that align investments with performance and retailer relationships will win. Are you making every dollar count? Happy to share (43 pg). Ways to reach us: Pattern? The CPG View The Retail eCommerce Club Subscribe to The Retail Media View newsletter: ???? https://lnkd.in/etsfcm-S #RetailMedia #CPG #Ecommerce #ShopperMarketing #Sales #BrandManagement #DigitalAdvertising

eComm & CPG: The Future of eCommerce Supply Chains — What Consumers Want ?? Great write up by the McKinsey & Company team. The Big Question: (1) ?? How can eComm brands balance consumer demands for low-cost, flexible, and reliable deliveries while managing rising operational costs? By the Numbers: (7) ?? +46% → Warehousing costs have spiked since 2019, driving up logistics expenses. ?? +31% → Utility costs for storage and logistics have increased significantly. ?? +28% → Diesel fuel prices jumped from $2.98 to $3.81 per gallon in five years. ?? +25% → Overall logistics costs have risen, making efficiency critical. ?? +22% → Warehouse labor costs increased, with wages climbing from $20.33 to $24.73 per hour. ?? 90% → Consumers are willing to wait up to 3 days for delivery, but patience drops sharply after that. ?? 70% → Urban consumers prioritize flexible delivery scheduling. Why It Matters: (3) 1. Reliability Over Speed → Consumers now rank on-time delivery higher than fast shipping. 2. Flexibility is Key → Delivery location options and return ease have become top priorities. 3. Cost Pressures on Retailers → Rising logistics expenses are forcing brands to rethink fulfillment strategies. Final Thought: (1) ???? eCommerce logistics are evolving—reliability, cost-efficiency, and flexibility will define the next phase of consumer expectations. Happy to share (9 pgs). Ways to reach us: Pattern? The CPG View The Retail eCommerce Club Subscribe to The Retail Media View newsletter: ???? https://lnkd.in/etsfcm-S #ecommerce #digital #omnichannel #strategy #cmo #cdo #ceo #cro #leadership #retailecommerceclub #cpg #privateequity #playtowin #theretailmediaview #thecpgview