consumer packaged goods

also referred to as: cpg

5 statements across 2 episodes · 1 bullish · 3 bearish · 2 people on the record · first statement Jul 31, 2017 by Dan Schorr · across every show →

Everything said about consumer packaged goods, oldest first

Jul 31, 2017 neutral

Assertion Supported

Schorr: Unprofitable CPG companies grossing $150M–$200M sell for $1B

“There's companies that are grossing 152 hundred million dollars and aren't profitable and are selling at five X for a billion dollars.”

Dan Schorr Jul 31, 2017 ▶ 36:50 Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19)

Mar 2, 2020 negative

Opinion

Mauzé: Big CPG cannot nurture small brands and must acquire them

“They're not very good at nurturing smaller entrepreneurial brands and really see the acquisition of these brands. As a real opportunity for them to generate top-line growth.”

Mike Mauze Mar 2, 2020 ▶ 33:13 Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)

Mar 2, 2020 positive

Insight

Mauzé: The consumer shift toward healthy living is only at midpoint

“So I still think we're in the midpoint at best. One is, I think we're seeing more people get onto that journey than ever before, and I think that's what really scares CPG”

Mike Mauze Mar 2, 2020 ▶ 35:35 Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)

Mar 2, 2020 negative

Insight

Mauzé: Big CPG evaluates backwards while startup entrepreneurs look forward

“As we say, big CPG is always looking backwards. They're looking at categories and how they have performed. These entrepreneurs are really looking forward, and I think they're discovering these new niches in these very large categories that can be large over ti…”

Mike Mauze Mar 2, 2020 ▶ 19:48 Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)

Mar 2, 2020 negative

Insight

Mauzé: Old CPG playbook of stripping acquired brands killed them

“So, 15 years ago, when they would buy a brand, they would basically strip out it from the company and pop it into their system, and the brand would probably go and die.”

Mike Mauze Mar 2, 2020 ▶ 33:34 Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)

consumer packaged goods

Everything said about consumer packaged goods, oldest first

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