Coles is seeing sales grow because shoppers are trading towards value, and that shift is changing how the supermarket group manages range, own brand and online. In a difficult economic backdrop, the numbers suggest the basket is holding up, but the mix is moving underneath. For FMCG suppliers, that matters as much as the top-line … Read more
A swing from loss to profit in salmon is not just a finance story. For seafood buyers, chilled protein suppliers and premium grocery planners, it points to a more stable supply outlook after a difficult production cycle. New Zealand King Salmon has moved back into the black, reporting an $11.2 million profit for the half-year … Read more
When a conflict thousands of kilometres from New Zealand starts showing up in an infant formula company’s freight bill, it is a reminder of how quickly geopolitical disruption converts into margin damage. For A2 Milk, the Middle East conflict has moved from background macro risk to a confirmed line item in a downgraded earnings forecast. … Read more
Plastic prices hitting four-year highs has achieved something that years of sustainability pledges and consumer pressure could not: it has made alternative packaging commercially attractive almost overnight. For FMCG brands still weighing the cost of switching, the Iran war has effectively made that decision for them. South Korean cosmetic packaging manufacturer Yonwoo, a supplier to … Read more
Beauty is doing the heavy lifting at Procter & Gamble right now, and the gap between its strongest and weakest segments is wide enough to raise questions about where the company’s investment dollars are actually going. Third-quarter results for fiscal 2026 confirmed what category watchers have suspected: premium personal care is outpacing household staples, and … Read more