Category: CPG

BIG FOOD IS REWRITING THE RECIPE

Food industry trends showing healthier reformulation, protein-rich products, cleaner labels, and changing consumer preferences

Smaller portions, more protein, cleaner labels. Food companies used to handle health trends by simply adding a few niche products alongside their main lineups. That wall is crumbling. Driven by GLP-1 adoption, massive protein demand, fewer synthetic dyes, and stricter label laws, these forces are fundamentally changing how entire food portfolios are built. THE INGREDIENT… Read more »

COCOA DECOUPLING: COCOA‑FREE CHOCOLATE AS A PORTFOLIO HEDGE

Cocoa hit a record USD12,900 a tonne in December 2024. By January 2026 it was trading near USD 4,400 – roughly two-thirds below that peak. Yet investment in cocoa alternatives continued. Nestlé, Barry Callebaut, Cargill and others are now testing or commercialising ingredients made from sunflower seeds, grape seeds and cell-cultured cocoa. The emerging opportunity… Read more »

Fragrance Is Becoming a Daily Rotation

Fragrance has crossed a threshold the industry hasn’t caught up to. US mass sales rose 15% in 2025, prestige minis grew nearly 4x faster than full sizes, and Coty says consumers now rotate through about four scents.¹,³,⁴ The real question isn’t whether fragrance is growing – it’s whether that growth is coming from returning buyers,… Read more »