No doubt something has to change. New CEO in place to shake things up, earnings are down even after all the personnel downsizing. All indicators point to an exit from dsd. About to end a strategic review. The “were too big” theory is laughable. We are one cookie and cracker company, stores can very easily warehouse our product and hire grocery clerks to work it. Not rocket science. Changes are coming! Exactly when only they know.
Originally posted by @SS90OPr-3tbg.
Read the transcripts from the meeting people! One reason given for revenue being down in NA is “customers are moving towards automated ordering systems, and there is not much we can do about that”. CAO isn’t going away, and it takes away the power of DSD! Wake up and smell the coffee! He references September as a time they will announce their findings and that’s just enough time to get retailers up and going with CAO. Believe what you will!
New CEO is not committed to DSD. He's committed by law to the share holders and will do what ever is most profitable to them. His job depends on it. Oh, and he came from McCain. I have not seen tater tots delivered DSD yet.
Anyone with even half a brain has to see what’s coming. Those that continue with the “we are too big”, and “my boss said”, are simply just not wanting to believe the inevitable. An exit from dsd has been in the works for some time, not just by Mondelez but by retailers as well. Confidentiality agreements in place to keep things quiet until it is officially announced, lots of people will be losing jobs. Won’t change the outcome but good to prepare yourself.
The transcripts of the 1st quarter results are on line. Read them. First question for our leadership had to do with DSD. A lot of changing the subject, misdirection, and not much clarity. They did mention they expect the second half of the year to be much better. Not such an expensive drain on revenues. Wonder how they're going to turn that around with the admitted rising transport and warehousing costs. I have my opinion. Willing to bet I'm right.
Bingo, you hit the nail on the head! Mondelez has tried increasing the size of territories to let go of more reps, tried the order writer piece and then took back tablets. Not many other options and with customers now wanting to increase their profitability as well, seems that dsd will end. Something will likely happen before year end, but the timing is a moving target.
Revenue in N.A. fell 1.3% in the first quarter. Anyone remember those March numbers we had? In reality we would be down more than that. Wait until those numbers get adjusted when all that outdated back stock gets tossed. Now, throw in WM's new time consuming audit debacle and dock times that will eat away at more of the profit. Where do you think We will invest? Emerging markets that are profitable or the downward money pit of N.A.? Lopping of the long tail of DSD, as it was described in one article, would save up to 500,000,000 to invest where future earnings will be coming from. Not trying to sway opinion, just sharing info.
I am a paid spokesmen! My covers been blown! One team one dream! We're committed to DSD!
Guess who's keeping their position?
Sorry folks y'all game's are over!
Only Nabisco cheerleaders get to stay bahahahahaha
Exactly! Anyone who looks at the numbers and not just the headline would see that! They are going to have to do something to move the needle in N. America. “Tweeking” orders won’t help! Once retailers get comfy with CAO we won’t be around. Retailers are also trying to move the needle! Lost a lot of shelf space in Kroger! Writing is on the wall!
We did grow but not in North America. Unfortunately it looks like Dirk will be pulling the plug on DSD. Announcement to come within the next month.
Spot on person below but the nabisco cheerleader below got to keep selling the company reality isn’t an option for them. Dsd is dead there just cheerleading to prevent mass exodus
We have not grown in North America, numbers are down. Emerging markets are what is carrying us.
No troll here, just an educated individual! You should try it!
https://www.google.com/amp/s/www.marketwatch.com/amp/story/guid/D2805A88-D659-4BAB-877C-A6C13E9B59A0
Facts not Fake news you trolls keep posting
We're growing and DSD is here too stay!
The end is near its so clear hit send before it ends
Yammer said numbers are looking good!
Stop the "fake news" trolls!
We're growing and numbers are showing that. Go on yammer and see for yourself
Well Kellogg stock has gone down from 82 dollars to 60 dollars since they left Dsd, so with them leaving has hurt them. Now let’s hear the trolls with no soul talk their way out of this now lol.
Same two trolls from the troll toll lol
Just ask yourself how do u expect to keep your job when stores are going to take over ordering for u. Not going to happen dsd is dead and unfortunately so is your job.
Pay no attention to the nabisco cheerleader below the people on the street see reality this fool is clueless as to what going on dsd is dead soon the signs are all around u but this fool is trying to feed u bs game over hit send on your resume . The last thing nabisco wants is mass exodus that why their paid nabisco cheerleaders on here who are full of bs and clueless
Sales are down and revenue is down. Been that way for the last 5 to 7 years. You make a difference in your own mind, not the shareholders mind.
We're on the titanic! Don't be the guy playing the music! Game over! Hit send on your resume! Paid Nabisco cheerleaders!
On and on posts with no factual evidence. Don't listen to this person. Full of fake news. My advice is ride it out and see what happens.
If DSD ends it won't be this year.
The ship is sinking are u going to keep playing the music like the nabisco cheerleaders on here or hit send on your resume dsd is dead look after yourself hit send
Yep! Fake news network at it's best on here. Bunch of rumors that are false!
U guys will still be posting this fake crap in 2019 while we are business as usual.
New CEO is committed to DSD. Dirk wouldn't get rid of DSD. They came from Coca-Cola. They value DSD. We make a difference out there
Don’t believe this nabisco cheerleader below he or she is clueless dsd is soon to be dead
"Fake News!!"
Been hearing this nonsense on here for a while now!
Just like "CNN"
Keep digging and you'll keep coming up empty with no facts