Packaged Opinions

In today's episode: We chat about Super Bowl ads - what stuck out, what didn't, and are surprised to learn Ashley's favorite ad was Garrett's absolute least favorite Ashley breaks down how Quince is succeeding Garrett hits headlines from PepsiCo, Coca Cola, Remedy, and Hain Celestial "packaged opinions" is a show about CPG, consumer goods, DTC brands, marketing, and how p...

In today's episode: Garrett breaks down Phillip Morris International's earnings call & dives into why it's an example of a business reinventing itself Ashley covers Walmart's partnership with Stadium Goods to begin sneaker resale on their site Ashley also details L'Oreal's recent deal with Kering to license luxury brands for fragrances and cosmetics "packaged opini...

In today's episode: Ashley covers OpenAI's recent integration of in-app product recommendations from Walmart Garrett breaks down Levi Strauss's earnings call and why it shows a disconnect between performance and prediction Ashley breaks down Instacart and TikTok's audience data sharing and talks through how she thinks it'll affect retail media "packaged opinions" is a...

In today's episode: Ashley covers OpenAI's recent integration of in-app product recommendations with Etsy and Shopify and what it might mean for traditional sponsored search Ashley looks into the success of Danone's recent marketing strategy that's built on listening to the shopper Garrett reviews Conagra's recent earnings call and highlights how they're reshaping their por...

In today's episode: Ashley covers Target's retro approach to holiday toy season and Sephora's launch of a LTK (Like-to-Know) competitor Garrett breaks down the history of Apple Pay and we discuss how it's changed shopper behavior "packaged opinions" is a show about CPG, consumer goods, DTC brands, marketing, and how people shop and spend their money. Ashley and Garrett ar...

In today's episode: Ashley covers Kraft Heinz's separation, why it's happening, and what it might mean for the future in CPG Garrett dives into Ssense's bankrutpcy and what to expect out of the luxury category short term Ashley talks Walmart's approach to accelerating adoption of their 3P marketplace Garrett wraps up with Ulta's great earnings and we try to sort out how it...

In today's episode: Ashley gets into one of the biggest talking points in retail media right now, Amazon zeroing out their Google search spend Garrett dives into Bath and Body Works' expansion into college campuses and how it ties in with their recent Gen-Z resurgence Ashley talks UberEats' partnership with Dollar General to expand delivery to more shoppers Garrett wraps up with Kimber...

Hi everyone, welcome to episode 13, here's what we cover today: Costco's Private Label beer: What the strategy was, how it's different than their approach in the past, and why we think it'll work Goodles' Rapid Rise: Upstart mac & cheese brand Goodles has rapidly gained market share with a unique strategy, we break down how Price/pack architecture: Frequently referenced in...

In today's episode, we cover: How Kendra Scott has gotten their groove back and what role AI plays in their DTC experience A deep dive on Oreo and some of the core factors influencing their, and Mondelez's, performance

Welcome back, episode 11 of our new CPG podcast is in the books, and today we're covering: Latest earnings from Constellation brands, owners of brands like Modelo and Pacifico, and some of the trends that are evident in the beer/wine/spirits space Global CPG's starting to use AI in their cost savings initiatives for packaging Lululemon and Costco's legal battle over dupes and why organic social is...

Welcome back to Packaged Opinions, today we cross into double digit episodes, and cover: Earnings from Casey's General Store and what it means for convenience channel Walmart's bet on dark stores in Dallas Dr. Squatch gets acquired by Unilever

Welcome to Packaged Opinions, Ashley is back from Bali, and we're trying a new format: Leading off, Ashley covers key themes that CPG CMO's in the consumer space need to be thinking about - retail media, creator ad spend, artificial intelligence, and the tailwinds behind value brands right now After that, Garrett goes operational and analyzes Campbell's Q3 earnings call for trends, clu...

Hi there folks, welcome back to episode 008 of Packaged Opinions, on deck today: Garrett introduces GoPuff XL and what role it might play in Gen Z shopping trips Ashley covers ads in LLM's like ChatGPT and where she thinks the ad market will go Garrett wraps up with a review of the Q1 earnings environment for fast food restaurants like McDonalds', Taco Bell, and more

Are you early in your career and considering whether it makes sense to move for career advancement? Have you gotten a job offer and you're trying to decide whether it's right for you to pick up and go somewhere new? Today, that's what we're covering, in hopes it can help you in your own journey. Ashley and I break down her career journey, focusing on the times she's moved to a new city. We get int...

In this episode: DoorDash acquires Deliveroo , bolstering their market share in Europe - will it pay off, and are there further acquisitions in this space to come? We take a look at Poppi's growth strategy, fresh off the acquisition by PepsiCo

In this episode: Pinterest predicts cherry red will be big in 2025 , we look at the data and see what it's telling us Sam's Club is making some interesting moves to improve the shopping experience, will it work? Reviewing corporate AI spending at some big brands Rimowa follows their luxury peers and tries resale

In this episode: Three new AI capabilities at Amazon + how they might affect how we shop in the future Nike's comeback strategy post-CEO change Puma's new ad campaign and why it zigs when their peers are zagging

In this episode: Fresh off a trip to Las Vegas for ShopTalk we're back for episode three - here's what we cover. Headlines from ShopTalk speakers & intel from show floor (if you're curious whether AI was involved, trust your instincts) Reformation and Old Navy’s in-store experience and why it's winning people over What’s next for Connected TV as the next big wave in advertising...

Today, we're covering three stories in the market: CPG: HEB/Favor's new grocery delivery membership Fashion: Mall brands making a comeback Luxury: Prada looking at buying Versace

Our very first episode today, real exciting. Today we cover three big stories in CPG: 1. Target's US growth initiatives 2. Home Depot aims for professional consumers 3. Amazon's Buy With Prime - will it work?