Climate change and FMCG sales

Climate change in the form of extreme heat, hurricanes, flooding etc. presents an inherent risk to FMCG companies. It disrupts raw material supply and logistics (roads buckling, flights unable to take off and ships tossed about), resulting in price increases. British Retail Consortium and NAACDs published studies that establish that every one degree change in …

Can a shift in power balance help the FMCG sector?

Years ago, the power balance between manufacturers (suppliers) and retailers was skewed towards the former, but with consolidation in retail and the formation of large players like Tesco & Walmart, the power balance favours retail currently. Imbalance driven by low fragmentation in the sector In the UK, the large grocers/supermarket chains (Tesco, Sainsbury’s, Morrisons and …