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#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 favoriteAshley breaks down how Quince is…
#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 itselfAshley covers Walmart's partnership with…
S1E18 #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…
S1E18 #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 searchAshley looks into the…
S1E17 #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) competitorGarrett breaks down the history of Apple Pay and we discuss how…
S1E16 #016: Kraft Heinz Breaks Up, Ulta's Earnings, Walmart's Marketplace Push, and SSense's Bankruptcy
In today's episode:Ashley covers Kraft Heinz's separation, why it's happening, and what it might mean for the future in CPGGarrett dives into Ssense's bankrutpcy and what to expect out of the luxury…
S1E15 #015: Amazon and Google Beef, Bath & Body Works Goes to College, Dollar General and Uber Eats Link Up, and Kimberly Clark's Earnings
In today's episode:Ashley gets into one of the biggest talking points in retail media right now, Amazon zeroing out their Google search spendGarrett dives into Bath and Body Works' expansion into…
#013: Goodles' Rapid Rise, Coca-Cola's Earnings, and Costco's Private Label Beer
Hi everyone, welcome to episode 13, here's what we cover today:Costco's Private Label beer: What the strategy was, how it's different than their approach in the past, and why we think it'll…
S1E12 #012: Kendra Scott's AI customer service and oreo's strategy for growth
In today's episode, we cover:How Kendra Scott has gotten their groove back and what role AI plays in their DTC experienceA deep dive on Oreo and some of the core factors influencing their, and…
S1E11 #011: Gen-Z's drinking habits, building competitive brands, AI in packaging design, and the Costco/Lululemon legal battle over dupes
Welcome back, episode 11 of our new CPG podcast is in the books, and today we're covering:Latest earnings from Constellation brands, owners of brands like Modelo and Pacifico, and some of the trends…
S1E10 #010: Experience is winning in convenience channel, Walmart's dark store bet, and Dr. Squatch gets acquired by Unilever
Welcome back to Packaged Opinions, today we cross into double digit episodes, and cover: Earnings from Casey's General Store and what it means for convenience channelWalmart's bet on dark stores in…
S1E9 #009: Highlights for CPG CMO's on 2025 H1, Campbell's Q3 Earnings and What It Says About Consumer Demand Trends
Welcome to Packaged Opinions, Ashley is back from Bali, and we're trying a new format:Leading off, Ashley covers key themes that CPG CMO's in the consumer space need to be thinking about - retail…
S1E8 #008: AI's Impact on Paid Search, McDonald's Tough Q1 Earnings, and GoPuff Goes XL
Hi there folks, welcome back to episode 008 of Packaged Opinions, on deck today:Garrett introduces GoPuff XL and what role it might play in Gen Z shopping tripsAshley covers ads in LLM's like ChatGPT…
S1E7 #007: Should you move for work?
Are you early in your career and considering whether it makes sense to move for career advancement? Have you gotten a job offer and you're trying to decide whether it's right for you to pick up and…
S1E6 #006: Poppi's Growth Strategy & DoorDash Acquires Deliveroo in Europe
In this episode:DoorDash acquires Deliveroo, bolstering their market share in Europe - will it pay off, and are there further acquisitions in this space to come?We take a look at Poppi's growth…
S1E5 #005: The Color of Summer 2025, Corporate AI Spending, Sam's Club Optimizes for Digital, and Rimowa Tries Resale
In this episode:Pinterest predicts cherry red will be big in 2025, we look at the data and see what it's telling usSam's Club is making some interesting moves to improve the shopping experience, will…
S1E4 #004: AI Advancements at Amazon, Nike's Comeback Strategy and Puma Gets High
In this episode:Three new AI capabilities at Amazon + how they might affect how we shop in the futureNike's comeback strategy post-CEO changePuma's new ad campaign and why it zigs when their peers…
S1E3 #003: Field Notes from ShopTalk Las Vegas, Latest on TikTok Shop, and Reformation's In-Store Shopping Experience
In this episode: Fresh off a trip to Las Vegas for ShopTalk we're back for episode three - here's what we cover.Headlines from ShopTalk speakers & intel from show floor (if you're curious whether…
S1E2 #002: Rapid Delivery in Texas, Old Navy Bounces Back, and Luxury Category Woes
Today, we're covering three stories in the market:CPG: HEB/Favor's new grocery delivery membershipFashion: Mall brands making a comebackLuxury: Prada looking at buying Versace
S1E1 #001: Target's Growth Plans, Home Depot Goes Pro, and Is Buy With Prime Gonna Work?
Our very first episode today, real exciting. Today we cover three big stories in CPG:1. Target's US growth initiatives2. Home Depot aims for professional consumers3. Amazon's Buy With Prime - will it…
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Packaged Opinions has published 20 episodes since March 2025, covering topics in Business.
Packaged Opinions is currently moderate with new episodes every 2 weeks. Average episode length is 29m.
