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CPG & Pantry

Consumer packaged goods, grocery, and pantry staples on Amazon and beyond.

CPG & Pantry
The Subscribe & Save retention math broke for sub-$8 SKUs in 2026, here’s what changed

In 2024, the S&S breakeven for a $7.49 pantry SKU was 4.2 cycles. In Q1 2026, it's 7.8. Here's what changed and…
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CPG & Pantry The Subscribe & Save retention math broke for sub-$8 SKUs in 2026, here’s what changed
CPG & Pantry
What 18 months of weekly price-elasticity data taught us about pantry SKUs

78 weeks of weekly elasticity testing across 41 pantry SKUs. The textbook curves are wrong. Here's what actually moved units, and…
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CPG & Pantry What 18 months of weekly price-elasticity data taught us about pantry SKUs
CPG & Pantry
TACoS by SKU velocity tier, what we found across 30 CPG brands’ 90-day data

We pulled 90 days of TACoS data across 30 CPG brands, segmented by SKU velocity. The top tier runs at 4.1%. The…
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CPG & Pantry TACoS by SKU velocity tier, what we found across 30 CPG brands’ 90-day data
CPG & Pantry
Multi-pack strategy on Amazon for CPG, when bigger packs lose money on the unit-economic line

Multi-packs look like margin expansion. They often aren't. We modeled 67 CPG multi-packs and 41% destroy contribution dollars per buyer vs the…
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CPG & Pantry Multi-pack strategy on Amazon for CPG, when bigger packs lose money on the unit-economic line
CPG & Pantry
CPG on Amazon Q1 2026, the private-label pressure on coffee, snacks, and beverage

Amazon private-label took 4.7 share points from branded CPG in Q1 2026. Coffee, snacks, and beverage absorbed 81% of the damage. Here's…
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CPG & Pantry CPG on Amazon Q1 2026, the private-label pressure on coffee, snacks, and beverage
CPG & Pantry
Subscribe & Save in 2026, when it’s still defensible economics for CPG brands

Subscribe & Save penetration is up across CPG. The headline reads as recurring-revenue strength. The math is more complicated, and the brands…
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CPG & Pantry Subscribe & Save in 2026, when it’s still defensible economics for CPG brands