Mauricio Escobar Vukonic

Procter & Gamble’s $1.74bn Digital Boost: What their FLAT year on year results doesn’t tell you… P&G’s 2025 Full Year report makes next to no reference of digital commerce. It really should though as it now represents $1 in every $5 they turnover. The corresponding earnings call however did highlight the VITAL success of digital commerce for them. The full year earnings call tells us some interesting things: 1️⃣ 12% Digital Commece growth over the last 12 months. This is important, as overall Net sales growth was flat year on year, with organic sales at +2%. That means Digital Commerce growth of ~$1.74bn YOY offset similar value/volume declines in traditional physical retail sales. 2️⃣ 19% of sales now coming from digital channels. P&G’s FY 2025 digital commerce sales = $16.25 billion (approx.) We can only expect this digital commerce share of sales to continue growing in the coming years. Interestingly, 19% of sales coming from digital channels is outpacing most other #CPG manufacturers, where digital commerce penetration is typically 10-15%. 3️⃣ Digital commerce sales now exceed that of their entire global Beauty category (including Head&Shoulders, Olay and Pantene) I find it interesting that digital commerce represents almost 20% of all P&G sales and yet isn’t specifically called out in the results statement attached. It’s where their growth is coming from (offsetting traditional instore declines). In terms of aggregated sales digital commerce is bigger than all but two of their reported product categories. Digital commerce is increasingly important to sales success, and therefore to investor confidence. When will manufacturers start specifically reporting digital commerce sales, growth, penetration and participation in their annual and quarterly results? #digitalcommerce #ecommerce #results #digitalstrategy #digitalgrowth https://lnkd.in/eb_8BRyK

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This interesting chart “Price increases sustain growth amid falling volumes” shows 2025 Q2 value vs. volume growth for top 11 CPG companies and tells a clear, timely story about how major consumer brands are navigating inflation and changing demand. 𝐊𝐞𝐲 𝐭𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬 • Most large CPGs (Coca-Cola, PepsiCo, Nestlé, Mondelēz International, Mondelēz International, Kraft Heinz, Colgate-Palmolive‑Palmolive, Procter & Gamble) are showing value growth while volumes are flat or falling (Revenue growth is being sustained mainly through price and mix, not higher unit sales) • A smaller group ( Danone, Unilever, L'Oréal) is achieving both value and volume growth — a sign of successful innovation, premiumization, geographic or channel momentum, or stronger consumer relevance. • General Mills sits in the worst quadrant — declines in both value and volume — highlighting vulnerability where pricing power and demand are both under pressure. 𝙒𝙝𝙖𝙩 𝙩𝙝𝙞𝙨 𝙢𝙚𝙖𝙣𝙨 𝙛𝙤𝙧 𝘾𝙋𝙂 𝙡𝙚𝙖𝙙𝙚𝙧𝙨 • 𝐒𝐡𝐨𝐫𝐭 𝐭𝐞𝐫𝐦: pricing discipline and portfolio/mix management are essential to protect revenue and margins. • 𝐌𝐞𝐝𝐢𝐮𝐦/𝐥𝐨𝐧𝐠 𝐭𝐞𝐫𝐦: real, sustainable growth requires innovation, stronger relevance, and distribution/channel plays that drive volume. • 𝐅𝐨𝐫 𝐥𝐚𝐠𝐠𝐚𝐫𝐝𝐬: urgent focus on SKU rationalization, targeted promotions, and marketing to rebuild relevance — plus cost/operational fixes to preserve margin. 𝗜 𝗵𝗮𝘃𝗲 𝗮 𝗰𝗼𝘂𝗽𝗹𝗲 𝗼𝗳 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀.. 🤔 1️⃣Do you think this will hold true in Q3 and Q4, especially since some companies failed to meet the high expectations they had for the back-to-school (BTS) season? 2️⃣What patterns are you seeing in your category or region, and which tactics are actually moving the needle? #Retail #Strategy #Sales #Planning #Marketing #Business #Growth #StrategicThinking #FMCG

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At Mars, we’ve long believed that how we grow matters just as much as how much we grow, with brands, products and services that are part of the fabric of everyday life. We have always had an approach to manufacture as much locally as we can. Today 94% of what we sell in the U.S., we make in the US. In support of this, we’re investing $2 billion in U.S. manufacturing through the end of 2026 - a move that reflects our confidence in the American consumer and our commitment to the communities where we live and work.    This investment will further strengthen our supply chain, create jobs, and support our efforts to embed sustainability into the way we make our products every day. It’s part of our broader ambition to reach net zero emissions by 2050, but just as importantly, it’s about doing our part to support long-term economic growth in the places we call home.    Take our new $240 million Nature's Bakery site in Salt Lake City, Utah, which officially opens today. It’s LEED Silver-certified, designed with automation and efficiency in mind, and expected to reduce trucking-related CO₂ emissions by 5,700 tons each year by shortening delivery distances across the country.    And of course, the products speak for themselves - plant-based, Non-GMO Project Verified snacks that families know and trust. This investment is about more than buildings and equipment. It’s about unlocking new opportunities for our Associates, our brands, and our business - while continuing to deliver on the promise we’ve made to help build a better, more sustainable future for generations to come. #ProudlyMars   

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