The Weekly Consensus™ brings to your inbox every Monday a summary of the major stories that impacted consumer businesses in the prior week. It also includes “The Big Story” – and editorial by a Consensus professional commenting on an item of significance to the industry.
Our objective with The Big Story is to discuss an issue of at least potential importance to the greater market for consumer products every week. Given this goal, we rarely stray into areas of life and death (though we have written extensively on the impact to the economy of the COVID-19 pandemic). Without a doubt, […]
Billionaire activist investor Daniel Loeb, CEO of Third Point, earlier in February shared with investors his belief that the market is not recognizing the respective full value of Amazon.com’s e-commerce and Amazon Web Services (AWS) businesses, rekindling discussion into a potential break up. In June, a bipartisan group of House lawmakers proposed antitrust legislation against the […]
The growth of the clean beauty trend has been clear over the last few years as the number of new brands and products that claim to be clean has increased exponentially, and as the number of fundings and acquisitions of such brands has followed suit. Traditional and social media have taken notice as well. According […]
Last week’s announcement that Olipop, a low-sugar, functional soda, had raised $30 million of growth equity was the latest funding news for a low/no sugar food & beverage brand. Consumers are increasingly seeking out products that are low in sugar. This rising demand reflects the growing awareness among consumers of the importance of metabolic health. […]
Super Bowl LVI will be played at SoFi Stadium in California this Sunday between the Cincinnati Bengals and the Los Angeles Rams. The Super Bowl delivers excitement not only for football fans, but also for casual viewers looking forward to new commercials and the halftime show. The game will be the climactic culmination of months […]