Contract Manufacturing tem condições para crescer nestes tempos de recessão.
O NYT de ontem traz um artigo sobre as marcas brancas ... segundo o artigo, há muito que deixaram de ser marcas brancas, agora são marcas das lojas, com produtos tão bons quanto os das marcas de fabricante, mas com um preço 75% mais baixo.
"The snack chips had become pretty pricey.
For years, customers stopping at Casey's General Stores, a convenience store chain in the Midwest, hadn't thought twice about snagging a soda and a bag of Lay's or Doritos chips. But over the last year, as the price of a bag of chips soared and some customers felt squeezed by the high cost of gas and other expenses, they began picking up Casey's less-expensive store brand.
So Casey's began stocking more of its own chips, in a variety of new flavors. This summer, Casey's brand made up a quarter of all bags of chips sold, eating into the sales of big brands like Frito-Lay, which is owned by PepsiCo.
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But with retailers now expanding their store-owned food and beverage offerings, consumers are slowly shifting their spending. Overall, private-label foods and beverages have crept up to a 20.6 percent share of grocery dollars from 18.7 percent before the pandemic, according to the market research firm Circana.
But a deeper look at some categories reveals private-label goods are gaining significant ground on national brands. Private labels snagged 38 percent of canned vegetable sales in the three months that ended June 30, according to Numerator, another market research firm. Numerator's data also shows private-label cheese held 45 percent of the market and coffee nearly 15 percent.
The shift in spending reflects a customer base that is nearing or at its tipping point. Inflation, which climbed to 3.7 percent in September, is running at a less rapid pace than a year ago, but millions of shoppers still face increasingly high prices in grocery stores.
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"Consumers are trading down," said Rupesh D. Parikh, an equity analyst at Oppenheimer & Company who covers food, grocery and consumer products. He recently bought a box of Kellogg's Mini Wheats cereal at Walmart along with the Walmart version. "The Kellogg's cereal was 75 percent more expensive, and I couldn't tell the difference between them," he said.
Big brands, in response, are already starting to offer small sale prices on certain foods, like salty snacks. "The question is how deep they are willing to go in promotions," Mr. Parikh said." ... Retailers are offering customers "belly fillers" basic foods at low prices that are virtual clones of national brands, but they are also hunting for ways to differentiate themselves,"
Trechos retirados de "Those Doritos Too Expensive? Stores Offer Their Own Version."
Quem produz para a distribuição fazer concorrência às marcas de fabricante? O contract manufacturing.
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