Martín Caballero
Posts by Martín Caballero
Laird Shutters Picky Bars, Moves into Dairy with Protein Coffee
Laird Superfood reported a 10% jump in year-over-year net sales in Q3, as the company prepares to support that growth with innovation within a streamlined product portfolio in 2026 that includes its first-ever dairy-based release.
Oatly Gets to Profitable Growth in Q3, Despite Falling U.S. Sales
Oatly achieved its first quarter of profitable growth since going public, reporting gains in revenue and volume, despite nearly suffering a 10% drop in North American sales.
PepsiCo’s $4B Investor Pushes for Change
PepsiCo is facing pressure from an activist investor to make a broad series of strategic changes, including restructuring its beverage division to welcome franchise bottlers back into the fold.
Danone Is Trying To Buy Lifeway, Again
The clock is ticking on a potential acquisition by Danone of kefir category leader Lifeway, as the French dairy giant is pressuring company leadership to again discuss a deal that has already been attempted twice in the past year.
Premier Protein Powers BellRing in Q2, Though Outlook Narrows
Premier Protein’s stronger-than-expected ecommerce performance helped drive growth at BellRing Brands in Q2, as net sales increased 6% to over $540 million, according to an earnings statement from the company released Tuesday morning.
Pepsi: Formulation, Infrastructure Changes Afoot After Q2 Volume Drop
Rising sales outside the U.S. helped offset more dips in domestic demand for PepsiCo’s snacks and beverages during Q2, the company reported on Thursday. Organic revenue in the PepsiCo Foods North America (PFNA) division fell 2% in the quarter, with volume sliding 1%; the company’s PepsiCo Beverages North America (PBNA) segment saw organic revenue rise… Read more »
Emil Capital Relaunches As ECP Growth, Closes $100M Fund IV for Growth-Stage Investments
Longtime CPG investor Emil Capital Partners is now ECP Growth, as the private equity firm used the $100 million closing of its Fund IV yesterday to reveal its new name and strategy.
Danone Agrees Deal for Plant-Based Nutrition Brand Kate Farms
Danone has agreed to acquire a majority stake in Kate Farms, makers of a range of plant-based nutrition products for both medical and retail channels.
PepsiCo Lowers Full-Year Forecast As Consumer Confidence Declines
PepsiCo lowered its full-year earnings forecast, citing declining consumer confidence and tariff-induced increases in supply chain costs as major hurdles to growth.
