People are missing the biggest piece to the puzzle...."WM is going CAO" and "Kroger is testing CAO".
Mondelez is not driving the boat here, and Dirk is not making these decisions. "We are committed to DSD" means nothing when we are not deciding. Retail has changed dramatically and as a result retailers must adapt to make the business most profitable. Why would all these retailers be moving towards CAO? It is an increase in cost if they simply want vendors to only "tweek orders and still merchandise". All about saving on the bottom line!! Pretty simple to figure out what direction we are headed!