Proctor & Gamble
P&G is responding to growing consumer anxiety – driven by inflation, Customsinterest rates and geopolitical uncertainty – by doubling integrated growth strategies and restructuring to compete better in expensive environments.
The two-year restructuring will focus on simplifying the portfolio, optimizing the supply chain and redesigning the organization. This includes closing certain categories and markets, streamlining product lines, and reducing non-manufacturing roles by up to 7,000.
Read more: Shailesh Jejurikar leads rebuilding as the company’s new CEO
“The movements in these portfolios allow us to make relevant investments — promoting supply chain interventions, entitlement and right-placement production efficiency, enabling faster innovation, cost reductions, and more reliable and resilient supply.”
Additionally, the company will rethink its organization’s approach, allowing for more digitalization and automation while still having a wider range and smaller teams. The goal is to eliminate siloed approaches and expand employee skills and develop better decision-making.
Mondelez International
Monderes According to CEO Dirk Van de Put, North American consumers are dealing with fears about personal finances, job expectations and inflation. This leads to shoppers focusing on essentials such as multi-packs and smaller baskets or value formats.
The company must navigate its adjusted pricing strategy to compensate for rising costs in categories such as Cocoa. Chocolate prices have risen 30% to 50% over the past two years, and the company does not expect any major price cuts in the future.
“What we see is that consumers are staying [chocolate] It’s a category, but they’re reducing the frequency and reducing the amount they buy,” Van de Putt said.
In response, Mondelez said it is rolling out selective, moderate price increases across its portfolio, rather than targeting only cocoa-intensive items, while protecting its key price ranges and pack sizes.
L’Oreal
L’Oreal It sees a recovery in consumer demand after a brief slowdown caused by uncertainty over the new tariff policy.
CEO Nicholas Hieronymus said that consumers have suspended spending in anticipation of change but are now more comfortable. There was a significant recovery in categories such as hair care and fragrance, but gradually improved to makeup.
Online sales are leading this revival, surpassing Brick and Mortal.
Hieronimus said the company is considering trade debates between the US and countries such as Mexico, Canada and Brazil before making a production shift. We are also investigating long-term operational changes to our fragrances, particularly to offset the impact of tariffs that could exceed 2026.
“So, there are some mitigations being studied, so we’ll see when they’ll take place,” Hieronymus said. “And by the way, I have not given up trying to convince European authorities to negotiate cosmetic exemptions.”
Hershey Co.
Hershee Co. We are preparing for a seasonal burst of activity in the coming months.
According to President and CEO Michele Buck, social media trends around “summer” point to the strong Halloween season in 2025.
Also: Learn about Hershey’s new CEO
Furthermore, while consumers are upset by the unstable environment, the company has seen a correlation between shoppers’ thinking and growth ticks in the US candy, mint and gum categories.
“We know that our products provide emotional happiness and comfort during stressful times,” Buck said.
