P&G, Other CPG Firms Downplay D2C In Recent Earnings Calls

After three weeks of earnings calls from major consumer packaged goods (CPG) companies, one of the industry’s hottest trends was conspicuous in its absence: direct to consumer (D2C). The Q4 calls were light on enthusiasm about D2C, in a stark contrast to Q3. In the previous round of earnings calls, direct-to-consumer sales won the day for many companies, even as the pandemic caused blockages in other channels. Coca-Cola, PepsiCo, Colgate-Palmolive, Kellogg’s, and Procter & Gamble were just
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