In search of alpha: Unlocking value growth in CPG

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.

 

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