Packaged Opinions

#021: Super Bowl Ads, Quince's Cashmere & Caviar Strategy, and Frozen Orange Juice

In today's episode: * We chat about Super Bowl ads - what stuck out, what didn't, and are surprised to learn Ashley's favorite ad was Garrett's absolute least favorite * Ashley breaks down how Quince is succeeding * Garrett hits headlines from PepsiCo, Coca Cola, Remedy, and Hain Celestial "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.

#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.

#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.

#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.

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

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.