Category: CPG

COCOA DECOUPLING: COCOA‑FREE CHOCOLATE AS A PORTFOLIO HEDGE

Posted on September 10, 2026 by , - Beverage, Coffee, CPG

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

Posted on August 26, 2026 by , - CPG, Fragrance

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 »