AGP Executive Report
Last update: 12 hours agoGrocery Retail Shake-Up: Amazon’s online grocery push is driving its biggest market-share gain in years, with same-day perishables and “Amazon Now” helping it edge up to 4% share in the 12 months to June 30. China Macro Signals: China’s July manufacturing PMI slipped to 49.2, but equipment and high-tech manufacturing stayed in growth territory, hinting at a steadier structure. Recycling Tech Upgrade: Raman spectroscopy is emerging as a fix for recycling “black plastics,” which NIR systems often miss, improving polymer identification for consumer-goods waste streams. India Consumer Pricing Pressure: India’s consumer companies are preparing price hikes from toothpaste to home care as Middle East-linked commodity costs and inflation risks build ahead of festival demand. Brand & Shelf Changes: Nestlé confirmed it has discontinued UK “Aero Melts,” replacing them with expanded Aero Bubbles flavors. Product Safety Recalls: The U.S. CPSC expanded a baby lounger recall over breathing obstruction risk and also flagged large recalls tied to overheating and fire hazards, including 1.5M rechargeable hand warmers. Movie Merch Safety: Marvel-themed popcorn buckets and battery-containing cups sold at theaters were recalled due to small-battery ingestion risk. Corporate Moves in Consumer: Unilever upgraded its outlook as it trims and refocuses on home, beauty and personal care, with liquids gaining momentum in India.
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