Executive Summary

October 11, 2019

• This week’s note “From the Desk of Deborah Weinswig” looks at disruption that the rise of private labels is causing for CPG brands, prompting them to expand their direct-to-consumer channels.

In the news this week:

• Walmart has partnered with New York-based diabetes management platform One Drop to sell One Drop’s wireless glucose meter kit and supplies.
• British retailers saw the worst September on record, with UK retail sales falling 1.3% year over year and comps decreasing by 7%.
• Amazon and Flipkart recorded $3 billion gross merchandise volume during their six-day shopping festivals in India, held between September 29 and October 4, according to consulting firm RedSeer.