The Value Change
Subscribe
Sign in
Home
Notes
Archive
About
Arm & Hammer Grew on Less Promotion. Lavazza Grew on More Price.
Two CPG numbers from Q1 that don't usually appear in the same paragraph.
May 13
•
Mason Wolfe
April 2026
Nielsen Can't See a GLP-1
Three of the biggest CPG moves this month came from operators who can.
Apr 24
•
Mason Wolfe
Lowering Prices Isn't Enough to Bring the Consumer Back
PepsiCo's Q1 results highlight what it might take.
Apr 19
•
Mason Wolfe
AI Shopping Agents Don’t Read Packaging
The shelf is going invisible; and most brands aren't yet visible to what's replacing it.
Apr 16
•
Mason Wolfe
One in Four Grocery Shoppers Is Financing Their Food.
CPG Isn’t Ready for What That Means.
Apr 11
•
Mason Wolfe
Kirkland Signature Did $90 Billion Last Year.
That Makes It Bigger Than Procter & Gamble.
Apr 6
•
Mason Wolfe
McCormick Just Bought the Other Half of Your Kitchen
McCormick + Hellmann's + Knorr = a $20B flavor company. Here's what it means for the CPG industry.
Apr 2
•
Mason Wolfe
1
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
