CPG
3 articles
- PepsiCo’s Industrial AI as a Working-Capital Program
PepsiCo’s industrial AI program creates value through working-capital efficiency, service levels, scheduling, and capex relief. The durable economics concentrate in the network planning-and-execution layer.
- The Nearshoring Premium Is a 3–4% Price Increment
Nearshoring adds about 3–4% to the shelf price of Vietnam-sourced goods and almost nothing to USMCA-qualifying Mexican goods. Loyalty weakens when brands raise prices faster than private labels while household discretionary budgets are under pressure.
- The End of Broad-Based Pricing Power
Pandemic-era price increases protected CPG revenue while progressively weakening household purchasing power, unit demand, and brand loyalty. That trade has reached its limit. Growth is shifting back toward volume just as spending becomes more dependent on affluent households and private label acquires the data, quality, and shelf-control advantages once reserved for national brands.