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
