DSD “has been”, a thing of the past. In the end, it is ultimately up to the retailer to decide since the cost of dsd is built into their contracts, it’s certainly not free. Since most consumers get to choose what they buy, the retailers (wal Mart and Kroger for example) are opting out. They want the margins on our products, they can utilize CAO (one they get comfortable with our velocity), and have the system order and a night clerk stock. Just like they have done with Keebler and Hostess. It’s about profitability, bottom line.
Regardless of what senior management has said, numbers for Mondelez in NA are not good! If they were we would have been purchased by now, nobody wants to buy us!