Winning through the squeeze

Portfolio, range & pricing strategy through the inflationary cycle

Friday 21 July 2023


The last 12-18 months have seen global levels of inflation that we haven’t experienced for 40 years, which has required rapid and drastic actions from players across the consumer goods landscape. But as input cost deflation becomes a live and very real phenomenon in many (but not all) areas, retailer and consumer expectations continue to evolve at pace. 

In this context, winners in consumer goods are already plotting their next moves, and prioritising the right set of levers to deploy 'on the other side', given their market, category and competitive positioning. 

The current environment creates margin recovery opportunities after a challenging period of margin compression - but it also creates risk, as retailers increasingly seek to recover pricing and consumer preferences and perception of value shift.

The portfolio, range and pricing strategy and levers that players choose to deploy now, from promotional resets and price pack architecture modifications through to SKU rationalisation and premiumisation, will be critical to navigating this complexity and ultimately realising value. 

Critically, the onus is on both suppliers and retailers to balance two potentially competing needs: protecting and recovering profit, whilst also providing value to the stretched consumer. This is not a straight-forward balancing act, but by effectively deploying the right mix of levers and working collaboratively with retailers, the right blend can be found. 

To find out what this means for you, whether you’re a consumer goods player or an investor in the space, view the report. 

To access the full insight or find out more about our experience in this space, please contact:  

Will Hayllar, Partner

Duncan Simmonds, Partner

Matt Nicholas, Associate Partner 

Read Publication

OC&C Contacts:

Subscribe to our Insights

Find out more with our newsletters and insights 


We use cookies to give you the best possible experience on our website. By continuing to browse this site, you give consent for cookies to be used. For more details please read our Cookie policy.