Eric Katzman
Eric Katzman
brands central company concerned investors number problems relatively risk scheme small strategy vulnerable
I think they are making substantial changes, but the strategy is not risk free, ... One of the central problems with Sara Lee's valuation is this is a company where a number of their brands are relatively small in the scheme of things. Investors are concerned that small brands are more vulnerable over time.
plain vanilla
When you think of Kraft's portfolio, it's plain vanilla right up the middle.
across basically category consumer convenient convince either fact failure grow meal opposed shrink side soup
The fact is that they basically need to convince the consumer that soup is relevant, that soup is a convenient meal as opposed to being a side dish. It's either that failure or that success, to get that idea across that's going to grow the category or shrink the category.