Despite pressures on recent performance, market expectations for the consumer and packaged goods (CPG) industry are high. Growth has been trending up and margins are expected to continue to improve. Taken together the rate of profit growth in the next three years is forecast to be three times what was delivered in the last five. The challenge for CPG companies is how to meet and exceed the high expectations imbedded in their valuations, given the considerable headwinds.
Counting the cost of carbon to shareholders: Taking first steps
Companies are facing the prospect of being taxed on greenhouse gas (GHG) emissions, which could reduce profitability and, ultimately, shareholder value. Our...