3 Insights Worth Your Attention

I. The Storytelling Shift That Wins Retailer Buy-In

“Turn data into a story.” That’s how Julie Craig, in her Shopper Insights role at GSK, described what finally gets retailers to pay attention in a recent podcast.

She recalled a Walmart category review from her GSK days, selling Voltaren (arthritis pain relief). She shared solid and detailed segmentation data but noticed the buyer wasn’t engaged. So she pivoted: “Let me tell you about the shopper in your aisle looking for a (pain relief) solution.” Suddenly the conversation shifted, and the partnership opportunity came together.

Buyers hear category data all day. What cuts through is helping them see their shopper in the aisle making the decision.

Perhaps try this in your next retailer meetings:

  • Turn data into shopper moments: Instead of “Segment A represents 23% of users,” describe the actual experience, e.g., frustrations, timing, decision process.
  • Make it retailer-specific: Say “your shopper in aisle 7” and not “consumers.” Reference their store layout, competitive set, shopper base.
  • Connect insights to their business: Show how understanding these shoppers drives category growth, defends space, or beats competition.

When CPG manufacturers truly connect with a retailer’s shoppers, the buyer starts to see them as a partner, not just another vendor.

🎧 Julie Craig on shifting from data to storytelling that helped her win Walmart’s attention. [32:22 – 33:32]

II. AI, Shifting Power, and Fewer Captains: The New Cat Man Landscape

Kantar’s 2025 Category Leadership Study shows that category management remains an important function, but it is changing shape. Both retailers and manufacturers continue to invest in people, tools, and partnerships to keep the discipline relevant in a shifting marketplace. 

Several shifts stand out.

  • AI is moving up the priority list: nearly 80% of companies are investing in AI to enhance human expertise and decision-making.
  • Retailer-CPG power dynamics are also adjusting. Retailers still hold more sway, but manufacturers are gaining ground as tariffs and inflation reshape influence.
  • The traditional “category captain” model is being rethought. Only one-third of retailers now offer formal captaincy, with many opting for flexible, secondary partnerships.
  • 1/4th of retailers and manufacturers are expanding their Cat Man teams

The takeaway: Category management is holding its ground, but with new tools and new rules. Like always, leaders will need to adapt to ensure Cat Man remains a driver of growth.

III. Winning Over Affluent Shoppers Who Splurge and Save

At Walmart, $3 Twizzlers and a $15 Lindt bar share the same aisle. That’s deliberate and it reflects one of the biggest shifts in retail today. 

High-income households (87% of $100K+ earners now shopping at Walmart) drove 75% of Walmart’s recent share gains. They aren’t “trading down” – they’re trading smart, choosing value on staples and going premium when it matters. 

What this means for CatMan and Sales leaders: 

Show buyers how value and premium working together stretches baskets and defends category share. Position your price architecture  around retailer’s shopper-realityYour high-income households buy across tiers in the same trip. Our assortment lets them fill the basket here rather than splitting the spend elsewhere. 

And back it up with proof points: a mixed-tier basket analysis or premium SKU penetration that shows how dual-tier strategies capture occasions that might otherwise leak to specialty retailers or online.

📖 Read more: Yelena Idelchik (Global Insights & Analytics Thought Leader) on why a $15 Lindt bar at Walmart signals a shift in shopper strategy.

2 CPG News Stories To Know

I.

Danone bets on the GLP-1 boom with Oikos Fusion, a muscle-building yogurt drink. The dairy giant’s latest product is targeting Ozempic users with Oikos Fusion, a yogurt drink designed to protect muscle mass. The launch reflects how appetite-suppressing drugs are pushing consumers toward smaller, nutrient-dense options.

II.

Target Names New President and CEOMichael Fiddelke, the retailer’s 49-year-old COO and former CFO, will succeed Brian Cornell on February 1 as Target works to reverse a sales slump and a 60% stock slide since 2021.

1 Thing That Resonated (beyond our usual)

Lately, I’ve been feeling it… the endless churn of news and all the “crisis” headlines. It’s been a little exhausting (and I suspect you’ve felt it too). 

Earlier this week, I came across an article by Ryan Holiday (author of The Obstacle Is the Way) that shares: the real challenge isn’t the economy or politics, it’s staying steady when the chaos tries to pull us under.

I’ve been staying heads down, but I still need these reminders. Hope this resonates.

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