Transcript
Transcript

CPG Industry – Commodities Outlook & Coronavirus Demand Dynamics – 15 April 2020

  • Multi Asset
  • Consumer
  • North America

Specialist

Former senior executive at Conagra Brands Inc

Agenda

  • Key trends and developments in the CPG industry – impacts of the novel coronavirus pandemic
  • Demand mix dynamics across sales channels – mass retail, grocery and online platforms
  • Potential commodity price impact on heightened demand for long shelf life food
  • Medium to long-term competitive positioning for CPG players – Conagra Brands (NYSE: CAG), Mondelēz International (NASDAQ: MDLZ), Kraft Heinz (NASDAQ: KHC) and Hormel Foods (NYSE: HRL)

Questions

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