Packaged Opinions

#017: Sephora goes head to head with LTK, Target goes old school for holiday toy season, and the history of Apple Pay

20 min · 3. okt. 2025
episode #017: Sephora goes head to head with LTK, Target goes old school for holiday toy season, and the history of Apple Pay cover

Description

In today's episode: * Ashley covers Target's retro approach to holiday toy season and Sephora's launch of a LTK (Like-to-Know) competitor * Garrett breaks down the history of Apple Pay and we discuss how it's changed shopper behavior "packaged opinions" is a show about CPG, consumer goods, DTC brands, marketing, and how people shop and spend their money. Ashley and Garrett are longtime friends and coworkers with 25+ years of collective experience in CPG, and their show's goal is learning to spot market trends, analyze them, and make it entertaining and useful for you in your own life.

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20 episodes

episode #020: Gucci perfume, the nicotine business is booming, and sneaker resale artwork

#020: Gucci perfume, the nicotine business is booming, and sneaker resale

In today's episode: * Garrett breaks down Phillip Morris International's earnings call & dives into why it's an example of a business reinventing itself * Ashley covers Walmart's partnership with Stadium Goods to begin sneaker resale on their site * Ashley also details L'Oreal's recent deal with Kering to license luxury brands for fragrances and cosmetics "packaged opinions" is a show about CPG, consumer goods, DTC brands, marketing, and how people shop and spend their money. Ashley and Garrett are longtime friends and coworkers with 25+ years of collective experience in CPG, and their show's goal is learning to spot market trends, analyze them, and make it entertaining and useful for you in your own life.

7. nov. 202520 min
episode #019: Levi Strauss's Earnings, Walmart Links Up w/ ChatGPT, and Instacart's Partnership w/ TikTok artwork

#019: Levi Strauss's Earnings, Walmart Links Up w/ ChatGPT, and Instacart's Partnership w/ TikTok

In today's episode: * Ashley covers OpenAI's recent integration of in-app product recommendations from Walmart * Garrett breaks down Levi Strauss's earnings call and why it shows a disconnect between performance and prediction * Ashley breaks down Instacart and TikTok's audience data sharing and talks through how she thinks it'll affect retail media "packaged opinions" is a show about CPG, consumer goods, DTC brands, marketing, and how people shop and spend their money. Ashley and Garrett are longtime friends and coworkers with 25+ years of collective experience in CPG, and their show's goal is learning to spot market trends, analyze them, and make it entertaining and useful for you in your own life.

23. okt. 202520 min
episode #018: ChatGPT launches shopping, Danone gets focused, and Conagra's M&A strategy artwork

#018: ChatGPT launches shopping, Danone gets focused, and Conagra's M&A strategy

In today's episode: * Ashley covers OpenAI's recent integration of in-app product recommendations with Etsy and Shopify and what it might mean for traditional sponsored search * Ashley looks into the success of Danone's recent marketing strategy that's built on listening to the shopper * Garrett reviews Conagra's recent earnings call and highlights how they're reshaping their portfolio through M&A, and what it might mean for the industry "packaged opinions" is a show about CPG, consumer goods, DTC brands, marketing, and how people shop and spend their money. Ashley and Garrett are longtime friends and coworkers with 25+ years of collective experience in CPG, and their show's goal is learning to spot market trends, analyze them, and make it entertaining and useful for you in your own life.

13. okt. 202524 min