CPG, DTC, and Amazon
I think the CPG move into DTC -with Pepsi and Heinz as the most recent- is really significant. A good discussion on Linkedin sparked by a subscriber got into whether this is a pandemic tactic or a long term strategy and we will have to wait and see. When Blockbuster closed down one brand was collateral damage - Haagen Dazs. Part of the ritual was picking up a couple of tubs every time you went to rent a movie. Then one day, that's over. Haagen Dazs then moved into retail and