MBS Intelligence
Consumer Products
The future of M&A in beauty: why newness is…
The beauty sector may have reached peak saturation. Over the past few years, it has seemed like everyone – from online influencers to top-tier financiers – has staked their claim in the market, launching brands,...
Food and drink: the growth of the Chief R&D…
Something we look forward to when advising consumer companies on senior R&D appointments is the opportunity to sit down with industry leaders and discuss the pace and potential of innovation in their world....
Inclusive innovation in haircare: in conversation with Winnie Awa,…
Winnie Awa wants to change the lives of one billion people. Specifically, she wants to give one billion people their best hair ever. And by developing AI tools and applying them in the textured haircare market, she is...
Good investment: in conversation with Ben Black, Co-Head of…
To most people, the chocolate and toilet paper categories have little in common. But to Ben Black, and to the team at Verlinvest, the areas are in fact closely linked – not by their product offering, but by the...
D&I in Beauty: leading on strategies, lagging on engagement
There’s something that feels particularly urgent about discussing diversity and inclusion in the Beauty sector. Over the past decade or so, the way we think about beauty has transformed, and there’s now a pressing...
Diversity, Equity and Inclusion in the Beauty Sector
The MBS Group is delighted to share our second report into diversity, equity and inclusion in the Beauty sector, produced in partnership with CEW and ScienceMagic. Over the past few months, MBS has undertaken...
What makes a successful scale-up in consumer goods? Launching…
At MBS, we’ve been advising founders and hiring into challenger brands for nearly thirty years. In that time, it’s been impossible not to notice a shift in the industry: when once the consumer goods and grocery...
Are we in the next wave of channel innovation…
When Glossier launched in 2014, it felt like a new era for the beauty industry. The brand popularised the now-ubiquitous “skincare first, makeup second” approach, and became the first cosmetics label to gain a...
Tequila sunrise: a new era for Mexico’s signature spirit
This Thursday is Cinco de Mayo – an annual celebration of Mexican culture, heritage and cuisine across the globe. It’s also a chance world-over to have a drink, and for me to dedicate a Weekend Edition to my tipple...
Latest Consumer Products News
Net losses widen at beauty giant Natura The Brazilian beauty group, which owns the Avon brand, has posted a net loss of $181.3m in the first quarter. The group is undergoing a process of spinning out its assets, including the Aesop and The Body Shop businesses. Read more.
Imperial Brands releases half-year results The tobacco giant has said that strong pricing has offset volume declines in the six months to the end of March 2024, and has reiterated its full-year guidance. Revenue reached £15.1bn in the period, down 2.3% from last year. Read more.
Pre-tax profit up at drinks group Britvic Britvic, which owns the 7UP brand among other soft drinks, has said that pre-tax profit has improved 13% to £78.2m in the six months to the end of March, boosted by an 11.2% increase in revenue. Read more.
Pernod Ricard ‘in talks’ with Accolade for Australian wine unit Pernod Ricard is reportedly considering a sales of its Australian wine arm to Accolade, Australia's second-largest wine producer, with brands including Hardys and Petaluma in its portfolio. A deal could be worth AU$500m. Read more.
Hain Celestial streamlines portfolio of brands The owner of Sleepytime tea, Terra crisps and Linda McCartney vegetarian products has said that it is cutting the number of SKUs it sells, and has warned that its return to growth strategy may take longer than expected. Net sales fell 3.7% in Q3. Read more.
Birds Eye owner Nomad Foods reiterates full-year guidance Europe’s largest frozen foods manufacturer, which controls brands including Aunt Bessie’s, Birds Eye and Findus, has said that quarterly volumes dropped 2.2% in the first three months of the year. Read more.
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