Peter discusses the current state of the CPG industry and highlights the struggles of legacy companies due to decelerated population growth, reduced household income, and the rise of private label brands.
He praises companies like Coca-Cola, Unilever, and Nestle for their growth strategies, emphasizing their global exposure and innovation. He notes the success of emerging brands like Chobani and Fairlife, attributing it to their focus on consumer needs and innovation.
Peter also discusses the importance of value addition in manufacturing and the strategic decisions behind outsourcing.
It's a whole lot of good stuff. Check out the whole thing, and do leave your own ideas and questions in the comments section!
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