Behaviorally’s Post

The thing I love about Stephan Gans is this quote of his: "The drivers of competitive advantage used to be related to physical scale. But those advantages have melted away... Today, competitive advantage is about who has the most data, and who can leverage it the best for increased consumer understanding and better commercial decision-making." In the insights space, competitive advantage can be found in one of four assets: - KNOW HOW (either insights or business) - TECH - DATA - SUBJECTS (relevant audiences) This is where insights firms create value.

𝗧𝗵𝗲 𝗶𝗺𝗺𝗲𝗻𝘀𝗲 𝗺𝗮𝗷𝗼𝗿𝗶𝘁𝘆 𝗼𝗳 (𝗙𝗠𝗖𝗚) 𝗗𝗧𝗖 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗱𝗲𝘀𝘁𝗿𝗼𝘆𝗲𝗱 𝘀𝗵𝗮𝗿𝗲𝗵𝗼𝗹𝗱𝗲𝗿 𝘃𝗮𝗹𝘂𝗲 Reasons are multiple from fundamental changes in DTC economics through strategy to execution/ culture Discover in our latest publication: 𝗶) 𝗔𝗻 𝘂𝗽𝗱𝗮𝘁𝗲 𝗼𝗻 𝘁𝗵𝗲 𝘀𝘁𝗮𝘁𝗲 𝗼𝗳 𝗗𝗧𝗖 𝗶𝗻 𝘁𝗵𝗲 𝗙𝗠𝗖𝗚 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 & 𝘁𝗵𝗲 𝗰𝗼𝗿𝗿𝗲𝘀𝗽𝗼𝗻𝗱𝗶𝗻𝗴 𝘃𝗮𝗹𝘂𝗲 𝗮𝘁 𝘀𝘁𝗮𝗸𝗲 (>$100bn worth of DTC assets mostly with Financial Investors but also with Strategics & untapped opportunities in selective areas) 𝗶𝗶) 𝗢𝘂𝗿 𝗽𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲 𝗼𝗻 𝘄𝗵𝗮𝘁 𝗶𝘀 𝗿𝗲𝗮𝗹𝗹𝘆 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 𝗗𝗧𝗖 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝘂𝗻𝗱𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 (external factors, strategy, execution & culture) 𝗶𝗶𝗶) 𝗢𝘂𝗿 𝗽𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲 𝗼𝗻 𝘄𝗵𝗮𝘁 𝗶𝘁 𝘁𝗮𝗸𝗲𝘀 𝘁𝗼 𝗿𝗲𝗮𝗹𝗶𝘇𝗲 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘃𝗮𝗹𝘂𝗲 𝗼𝗳 𝗗𝗧𝗖 𝗮𝘀𝘀𝗲𝘁𝘀 & 𝗮𝗰𝗵𝗶𝗲𝘃𝗲 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝘁𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱𝘀 Enjoy the read Decisive times for DTC in the FMCG industry To read the full publication: 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢𝘀: 𝟭𝟯 𝗦𝗶𝗻𝘀 𝗞𝗶𝗹𝗹𝗶𝗻𝗴 𝗔 𝗗𝗧𝗖 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 & 𝗛𝗼𝘄 𝗧𝗼 𝗦𝘂𝗰𝗰𝗲𝗲𝗱 𝗔 𝗗𝗧𝗖 𝗧𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱 https://lnkd.in/eD8m7mHa 𝗧𝗼 𝗴𝗲𝘁 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 & 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/ea4gy65y #fmcg #cpg Nestlé The Coca-Cola Company PepsiCo Mars Procter & Gamble L'Oréal Colgate-Palmolive General Mills Beiersdorf The Estée Lauder Companies Inc. Coty Shiseido JDE Peet's Unilever Reckitt Haleon Kenvue Sanofi Bayer | Consumer Health Bel Pernod Ricard Diageo Kraft Heinz General Mills The HEINEKEN Company AB InBev

⏳ Don't Fall Behind – Secure One of the Last Seats! ⏳ The EPP GLOBAL FMCG/CPG Revenue Growth Management Forum 2024 is just around the corner, taking place next week in Lisbon. 🚀 Join industry leaders for an in-depth look at the latest revenue growth strategies that will revolutionize your approach to the FMCG and CPG industry. We’ve curated an insightful agenda featuring some of the world’s top brands including Unilever, Philip Morris USA, Kellanova, Orkla ASA, Mars, Kraft Heinz, L'Oréal, Danone, Arla Foods, Kimberly-Clark, PepsiCo, and many more. Don't miss out on this invaluable opportunity to transform your RGM and Category Management strategies and position your business for success. Be part of the year's most anticipated gathering, where 170+ top Category Management and Revenue Growth decision-makers converge to shape the industry's future! 🔒 Reserve your seat now before it's too late 👉 https://lnkd.in/dKybHRzU #EPPFMCG #rgm #fmcg #consumergoods #revenuemanagement #revenuegrowth #rgm #categorymanagement #profitablegrowth #pricingstrategy #epppricing #ai #PredictiveAnalytics

Dive into our exclusive interview with Axel Lundstrome of Danone as he shares insights on strategy and procuerment! 🌟 Gain valuable perspectives on navigating the ever-evolving business world. Don't miss this enlightening discussion! Click the link below to read now. 💼💡 #StrategyInsights #FutureOutlook #BusinessLeaders Read now: https://lnkd.in/eiYpxu29

𝗔 𝗻𝗲𝘄 𝗯𝗼𝘁𝘁𝗼𝗺 𝗳𝗼𝗿 𝗗𝗧𝗖 𝗠&𝗔 𝗶𝗻 𝘁𝗵𝗲 𝗙𝗠𝗖𝗚 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟰 An all-time low over the last 10 years No transactions involving strategic buyers Reasons are multiple from fundamental changes in DTC economics to challenges across strategy/ execution/ culture Discover in our latest publication: 𝗶) 𝗔𝗻 𝘂𝗽𝗱𝗮𝘁𝗲 𝗼𝗻 𝘁𝗵𝗲 𝘀𝘁𝗮𝘁𝗲 𝗼𝗳 𝗗𝗧𝗖 𝗶𝗻 𝘁𝗵𝗲 𝗙𝗠𝗖𝗚 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 & 𝘁𝗵𝗲 𝗰𝗼𝗿𝗿𝗲𝘀𝗽𝗼𝗻𝗱𝗶𝗻𝗴 𝘃𝗮𝗹𝘂𝗲 𝗮𝘁 𝘀𝘁𝗮𝗸𝗲 (>$100bn worth of DTC assets mostly with Financial Investors but also with Strategics & untapped opportunities in selective areas) 𝗶𝗶) 𝗢𝘂𝗿 𝗽𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲 𝗼𝗻 𝘄𝗵𝗮𝘁 𝗶𝘀 𝗿𝗲𝗮𝗹𝗹𝘆 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 𝗗𝗧𝗖 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝘂𝗻𝗱𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 (external factors, strategy, execution & culture) 𝗶𝗶𝗶) 𝗢𝘂𝗿 𝗽𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲 𝗼𝗻 𝘄𝗵𝗮𝘁 𝗶𝘁 𝘁𝗮𝗸𝗲𝘀 𝘁𝗼 𝗿𝗲𝗮𝗹𝗶𝘇𝗲 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘃𝗮𝗹𝘂𝗲 𝗼𝗳 𝗗𝗧𝗖 𝗮𝘀𝘀𝗲𝘁𝘀 & 𝗮𝗰𝗵𝗶𝗲𝘃𝗲 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝘁𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱𝘀 Enjoy the read Decisive times for DTC in the FMCG industry To read the full publication: 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢𝘀: 𝟭𝟯 𝗦𝗶𝗻𝘀 𝗞𝗶𝗹𝗹𝗶𝗻𝗴 𝗔 𝗗𝗧𝗖 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 & 𝗛𝗼𝘄 𝗧𝗼 𝗦𝘂𝗰𝗰𝗲𝗲𝗱 𝗔 𝗗𝗧𝗖 𝗧𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱 https://lnkd.in/eD8m7mHa 𝗧𝗼 𝗴𝗲𝘁 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 & 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/ea4gy65y #fmcg #cpg Nestlé The Coca-Cola Company PepsiCo Mars Procter & Gamble L'Oréal Colgate-Palmolive General Mills Beiersdorf The Estée Lauder Companies Inc. Coty Shiseido JDE Peet's Unilever Reckitt Haleon Kenvue Sanofi Bayer | Consumer Health Bel Pernod Ricard Diageo Kraft Heinz General Mills The HEINEKEN Company AB InBev

Woxi and PepsiCo are speaking at Quirk's London this week! Join Rob Wengel and Mike Wojcikiewicz to discover how PepsiCo unlocked significantly more value out of the innovation insights they already had. #quirksevents #predictiveanalytics

𝗔 𝗻𝗲𝘄 𝗯𝗼𝘁𝘁𝗼𝗺 𝗳𝗼𝗿 𝗗𝗧𝗖 𝗠&𝗔 𝗶𝗻 𝘁𝗵𝗲 𝗙𝗠𝗖𝗚 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟰 An all-time low over the last 10 years No transactions involving strategic buyers Reasons are multiple from fundamental changes in DTC economics to challenges across strategy/ execution/ culture Discover in our latest publication: 𝗶) 𝗔𝗻 𝘂𝗽𝗱𝗮𝘁𝗲 𝗼𝗻 𝘁𝗵𝗲 𝘀𝘁𝗮𝘁𝗲 𝗼𝗳 𝗗𝗧𝗖 𝗶𝗻 𝘁𝗵𝗲 𝗙𝗠𝗖𝗚 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 & 𝘁𝗵𝗲 𝗰𝗼𝗿𝗿𝗲𝘀𝗽𝗼𝗻𝗱𝗶𝗻𝗴 𝘃𝗮𝗹𝘂𝗲 𝗮𝘁 𝘀𝘁𝗮𝗸𝗲 (>$100bn worth of DTC assets mostly with Financial Investors but also with Strategics & untapped opportunities in selective areas) 𝗶𝗶) 𝗢𝘂𝗿 𝗽𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲 𝗼𝗻 𝘄𝗵𝗮𝘁 𝗶𝘀 𝗿𝗲𝗮𝗹𝗹𝘆 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 𝗗𝗧𝗖 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝘂𝗻𝗱𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 (external factors, strategy, execution & culture) 𝗶𝗶𝗶) 𝗢𝘂𝗿 𝗽𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲 𝗼𝗻 𝘄𝗵𝗮𝘁 𝗶𝘁 𝘁𝗮𝗸𝗲𝘀 𝘁𝗼 𝗿𝗲𝗮𝗹𝗶𝘇𝗲 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘃𝗮𝗹𝘂𝗲 𝗼𝗳 𝗗𝗧𝗖 𝗮𝘀𝘀𝗲𝘁𝘀 & 𝗮𝗰𝗵𝗶𝗲𝘃𝗲 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝘁𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱𝘀 Enjoy the read Decisive times for DTC in the FMCG industry To read the full publication: 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢𝘀: 𝟭𝟯 𝗦𝗶𝗻𝘀 𝗞𝗶𝗹𝗹𝗶𝗻𝗴 𝗔 𝗗𝗧𝗖 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 & 𝗛𝗼𝘄 𝗧𝗼 𝗦𝘂𝗰𝗰𝗲𝗲𝗱 𝗔 𝗗𝗧𝗖 𝗧𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱 https://lnkd.in/eD8m7mHa 𝗧𝗼 𝗴𝗲𝘁 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 & 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/ea4gy65y #fmcg #cpg Nestlé The Coca-Cola Company PepsiCo Mars Procter & Gamble L'Oréal Colgate-Palmolive General Mills Beiersdorf The Estée Lauder Companies Inc. Coty Shiseido JDE Peet's Unilever Reckitt Haleon Kenvue Sanofi Bayer | Consumer Health Bel Pernod Ricard Diageo Kraft Heinz General Mills The HEINEKEN Company AB InBev

𝗔 𝗻𝗲𝘄 𝗯𝗼𝘁𝘁𝗼𝗺 𝗳𝗼𝗿 𝗗𝗧𝗖 𝗠&𝗔 𝗶𝗻 𝘁𝗵𝗲 𝗙𝗠𝗖𝗚 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟰 An all-time low over the last 10 years No transactions involving strategic buyers Reasons are multiple from fundamental changes in DTC economics to challenges across strategy/ execution/ culture Discover in our latest publication: 𝗶) 𝗔𝗻 𝘂𝗽𝗱𝗮𝘁𝗲 𝗼𝗻 𝘁𝗵𝗲 𝘀𝘁𝗮𝘁𝗲 𝗼𝗳 𝗗𝗧𝗖 𝗶𝗻 𝘁𝗵𝗲 𝗙𝗠𝗖𝗚 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 & 𝘁𝗵𝗲 𝗰𝗼𝗿𝗿𝗲𝘀𝗽𝗼𝗻𝗱𝗶𝗻𝗴 𝘃𝗮𝗹𝘂𝗲 𝗮𝘁 𝘀𝘁𝗮𝗸𝗲 (>$100bn worth of DTC assets mostly with Financial Investors but also with Strategics & untapped opportunities in selective areas) 𝗶𝗶) 𝗢𝘂𝗿 𝗽𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲 𝗼𝗻 𝘄𝗵𝗮𝘁 𝗶𝘀 𝗿𝗲𝗮𝗹𝗹𝘆 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 𝗗𝗧𝗖 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝘂𝗻𝗱𝗲𝗿𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 (external factors, strategy, execution & culture) 𝗶𝗶𝗶) 𝗢𝘂𝗿 𝗽𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲 𝗼𝗻 𝘄𝗵𝗮𝘁 𝗶𝘁 𝘁𝗮𝗸𝗲𝘀 𝘁𝗼 𝗿𝗲𝗮𝗹𝗶𝘇𝗲 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝘃𝗮𝗹𝘂𝗲 𝗼𝗳 𝗗𝗧𝗖 𝗮𝘀𝘀𝗲𝘁𝘀 & 𝗮𝗰𝗵𝗶𝗲𝘃𝗲 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝘁𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱𝘀 Enjoy the read Decisive times for DTC in the FMCG industry To read the full publication: 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢𝘀: 𝟭𝟯 𝗦𝗶𝗻𝘀 𝗞𝗶𝗹𝗹𝗶𝗻𝗴 𝗔 𝗗𝗧𝗖 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 & 𝗛𝗼𝘄 𝗧𝗼 𝗦𝘂𝗰𝗰𝗲𝗲𝗱 𝗔 𝗗𝗧𝗖 𝗧𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱 https://lnkd.in/eD8m7mHa 𝗧𝗼 𝗴𝗲𝘁 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 & 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/ea4gy65y #fmcg #cpg Nestlé The Coca-Cola Company PepsiCo Mars Procter & Gamble L'Oréal Colgate-Palmolive General Mills Beiersdorf The Estée Lauder Companies Inc. Coty Shiseido JDE Peet's Unilever Reckitt Haleon Kenvue Sanofi Bayer | Consumer Health Bel Pernod Ricard Diageo Kraft Heinz The HEINEKEN Company AB InBev

The vital relationship between National Brands and Private label explained by Ram Krishnan, CEO of PepsiCo. "...this brand-retailer relationship is “much more strategic than it’s ever been,” as they’re “collaborating across the entire value chain.” He said the two have a “symbiotic relationship,” as national brands focus on bringing new consumers into a category, boosting household penetration, and producing innovation, while private brands ensure that consumers aren’t turning away from the category altogether..." Topics to capitalized on in the next stop of Network Advisors - Business Consulting and Grau Nuts in the #PLMA2024 https://lnkd.in/ezczJfAN

Bain & Company’s eighth annual review recognizes 97 high-growth US consumer products brands, and we're very proud to see NICKS making it second year in a row. While accounting for less than 2% of market share in the categories in which they exist, these brands captured nearly 20% of incremental category growth. As Bain puts it: These insurgent brands provide insights into where innovation and disruptive growth is happening in the sector, and they offer useful blueprints for how to achieve sustainable growth during a time when many scale incumbents have reached their limits on price increases and volumes have stagnated.