Marc Fleury

🔥 PepsiCo just closed at $145 (-20% vs. its May ’23 closing high of $182), wiping out roughly $47 billion in market value. 👉 North-American snack volumes slipped -2% in Q2 ’25, dragging organic growth even as headline revenue inched up to $22.7 B (+1%). We’re living the GLP-1 gut-check era. Three red flags you can’t ignore: 💡 1. The GLP-1 Volume Drain: Households using Ozempic-style drugs cut grocery spend 6-9%, with the sharpest drop in salty snacks. 💡 2. Pricing Power Hangover: Gross profit held at 54.7% of sales ($12.4 B on $22.7 B), but volumes keep sliding—proof blanket price hikes have peaked. 💡 3. Health Pivots = Offense, Not Defense: Lower-sodium tweaks are table stakes. Pair them with wellness bundles (gym or tele-health tie-ins) and push “mindful munch” lines through e-commerce and c-stores. Our thoughts: 👍Flag SKUs > 250 cal per serving. 👍Think about launch fiber-rich, portion-smart packs. 👉 Portfolios built for endless calorie expansion won’t survive the calorie cull. Trim hard. Innovate fast.

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JBS is taking another strategic step in its journey of diversification and innovation. We’ve launched Genu-in® Life Skin, our first product aimed at the global health and beauty market — a sector worth over US$500 billion annually and rapidly growing. By expanding our portfolio beyond protein, we’re bringing a high-value product developed with exclusive technology and produced in a fully automated plant with an annual capacity of 12,000 tons (collagen + gelatin), backed by a R$400 million investment. Using raw materials from our own supply chain, we reinforce our commitment to the circular economy and open new opportunities for sustainable growth for the group. #JBS #Innovation #SustainableGrowth #Diversification

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I take a keen interest in market trends and hence look forward to reading the Whole Foods Market Trends Forecast. This year’s report highlights a clear shift in consumer priorities toward meals that are not only healthy and convenient, but are also rich in flavour and quality. At Mars Food & Nutrition, we recognize that today’s consumers lead increasingly busy lives, and their demand for tasty, accessible and healthy meals is reshaping the food landscape. Our innovations - from Ben’s Original Street Food and Seeds of Change Protein Bowls to Kevin’s Natural Foods frozen entrée bowls - reflect this evolution, as we look to offer solutions that meet these demands. For the food industry at large, this latest forecast shows convenience and health must go hand in hand to meet modern lifestyles. The growing focus on fiber, instant meals, and elevated frozen food, reflects a broader transformation towards more accessible nutrition. As we move forward, the industry must continue to innovate with purpose, delivering products that satisfy consumers’ evolving expectations, in a way that is sustainable for people and the planet. At Mars Food & Nutrition, we are proud to help lead this charge, committed to shaping a future where better food today means a better world tomorrow. I invite you to read the full trends forecast here: https://lnkd.in/gX-cgCcB. I’d love to hear your thoughts in the comments below. #BetterFoodTodayABetterWorldTomorrow #proudlyMars

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Food is quietly outperforming. Unilever’s H1 2025 results prove that. Food beat personal care, home care, and even beauty in underlying sales growth. Foods USG: +2.2% Ice Cream USG: +5.9% - the highest across all categories! What does this actually mean? •⁠ ⁠Indulgence is now routine. Ice cream is no longer just a Sunday reward or a party dessert - it’s become a midweek craving, definitely beyond an occasional celebration. •⁠ ⁠Flavour-first “shortcuts” are winning. Products like spicy mayo, truffle drizzles, or curry pastes are replacing long prep. •⁠ ⁠Habit is beating novelty. The brands growing fastest aren’t launching 20 new things - they’re doubling down on the 3 - 5 products that keep getting reordered. As someone building in this space, I find this interesting because every two years you'll see food bump up with a new trend. At the end of the day, we cannot forget food is emotion, utility, and identity - all rolled into one. (dropping the link to the report in the comments)

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For us, a festive season is not just a peak in demand- it is a test of preparedness, agility, and #customercentricity. As retailers and producers, meeting #customer expectations during festivals is not possible by simply scaling up production. It requires foresight, precision, and meticulous planning. A few key aspects we always keep in mind while preparing for the festive season:  •  𝗟𝗼𝗴𝗶𝘀𝘁𝗶𝗰𝘀 𝗶𝘀 𝘁𝗵𝗲 𝗯𝗮𝗰𝗸𝗯𝗼𝗻𝗲: Anticipating surges and building resilience into supply chains.  • 𝗗𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗻𝗲𝘁𝘄𝗼𝗿𝗸𝘀 𝗻𝗲𝗲𝗱 𝗮𝗴𝗶𝗹𝗶𝘁𝘆: Strengthening last-mile capabilities to ensure seamless delivery.  • 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗺𝗼𝘀𝘁: Every touchpoint — from packaging to delivery speed — shapes trust and loyalty.  • 𝗔𝗻𝘁𝗶𝗰𝗶𝗽𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝗸𝗲𝘆:  Play the devil’s advocate; hope for the best, but prepare for the worst. Business success, regardless of the season, depends on holistic thinking, advanced planning, and strong team alignment. To sum it up, we are already in the excitement phase of festivals, preparing not just to meet demand, but to delight every customer.

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