May 9, 2023


Stratably reviews a sampling of consumer brands each quarter to understand how demand is trending, what management teams are most focused on, what we can expect moving forward, and any counter-intuitive findings.


Over the last two weeks we reviewed results from 13 companies including P&G, Coca-Cola, Kimberly-Clark, 3M, Pepsi, Newell, Colgate-Palmolive, Hasbro, Crocs, Columbia Sportswear, Church & Dwight, Mondelez, and Clorox.


We’re covering media trends in today’s post after reviewing recent performance in yesterday’s post. We’ll talk live about CPG shopper trends tomorrow and then finish the series on Thursday by providing snapshots of management expectations for inflation.

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