When Keebler announced going Warehouse, our company came out in full support of DSD.
This time, when Nestle announced, it's been pretty quiet.
I'm placing bets on a full exit happening in 2020! Game over.
30 replies (most recent on top)
I hope so! My fingers are crossed!!!!!!
What kind of announcement.?
That there is no announcement...?
Some kind of announcement happening Thursday!!!
You are joking right? “Wonder why my DM told me that”? He taking advantage of you lack of intelligence! Trying to convince you your job is safe! Duh 🙄
Wonder why my DM told me that. I'm confused y'all! I hope we get some clarity soon
Hmmm. Is DC's mention of impending regional meetings this week and the expiration of Sarah's PR Firm's contract to misinform just a coincidence?
Retailers have to pay for it or our products won't be in their store's! Case closed y'all. We're committed to dsd and the retailers have no choice
We’ve established that. Putting $20,000 gold rims on a $10,000 car also increases the cars value....but is it cost effective? No. Neither is DSD to retailers who pay for it! End of story! DSD is ending, get over it! You may want to start looking for a job now since you’ve proven your lack of intelligence!
The reason Mondelez is saying all this bs because they have to! They don’t want everyone to leave before retailers pull the plug! The saddest part is...some people believe them!! They are in sales! They will tell you whatever you need to hear! It’s sick! Same people that walk into one of my stores at quarter close and tell the grocery manager, while I’m on PTO, that the trucked were being winterized and they needed to take a week of product because there would be no deliveries for a week! Now ask yourself again if they would lie? Wake up people!!!!
Of course they will! Keebler and Nestle had the element of surprise, they didn’t have to lie as they were no red flags! Maybe a little with nestle but since they are in a little different segment it wasn’t dangling in their faces everyday! Mondelez has said everything but....DSD will continue for x amount of time! All the bs they spew means absolutely nothing! They can value you, saw their committed, talk about the competitive advantage, blah blah blah! If Mondelez is in control of this and they value you and don’t wan to lose you, spit it out! Say we are continuing with DSD for 5, 10,15 years. They can’t say it!! Wonder why? I know why cause I’ve asked questions!
Here I am!!! If you think I’m somehow surprised that Dirk said DSD is a competition advantage....not a big! I have no doubt he said that and I’d say that too? What does that prove? Not a thing. Decorating my home with gold inlays and diamond studded mirrors may give me a competitive advantage in selling my house, but is it cost effective? No! DSD is no longer get cost effective! Margins are too small and retailers don’t want to pay the price for DSD, (it’s not really free).
So, sorry! Still looking forward to telling you,”told ya so”!!! And for those that think I’m a bully, now you can see the intelligence level of some! Go throw some cookies and get rich!!
We are having regional meetings Tuesday and Wednesday next week. Ours is in Cincinnati. I'll update on any changes occurring.
Regards,
DC
https://youtu.be/aAs-Y1QlZLM
Watch this
Mondelez said comparable sales, which exclude currency effects and other swings, rose faster in all of its international markets, led by a 6.1% gain in Asia, the Middle East and Africa. Stronger sales volumes boosted comparable sales in Europe by 2.7%, but those sales were weaker in North America, where the company notched a 0.5% gain following price increases.
Read again!!!! “Following price increases”! Sales were down but due to price increases...doesn’t refer to sales just profit! You honestly think Mondelez can maintain things by just continuing to raise prices? Ileen already tried by cutting everything she could, that didn’t work! You got to be smarter than that, I hope?
The first line of the article is all you really need to read! Again, quit trying to convince yourself!!!! DSD is ending!
Sorry to burst your bubble...but you are not looking at the right facts! Sales in the US in 2018 were down over 3%! That’s down, as in a negative number! Company sales were still up only due to growth in emerging markets. Funny thing, none of these emerging markets are set up for dsd, only the US!🤔 Have you been to any of these emerging markets? I have, was in India. Very different operation. You are a bit out of your league! There are a lot of ways to spin things when throwing out reports, but you can’t conceal the real facts, and the fact is US sales were a negative growth number in 2018. Any analyst can read any one of the reports and tell you that if you need help.
The sooner you wrap your head around the fact that DSD is ending, the better off you’ll be! Two of my full time merchandise are already settled into new jobs, full benefits and the works! The longer merchandisers wait, the harder this will become! Nestle just added 5000 more people to compete with in the job market. If I needed to work, I’d be looking pretty hard about now! This will be my last hurrah before I retire.
Looks like 0.5% positive!! Not much but it's not negative like you're spinning it!! You're just like CNN!! Try to spin it your way and don't look at the facts!! Witch hunt!!
Nice try with your article! Like I said....negative growth in NA! You can’t make that up! Only growth is in emerging markets, every interview Dirk gives he references that! DSD isn’t a 💰🐄, it’s an expense that both retailers and vendors can no longer afford!
Just a matter of time, ultimately retailers have the end date!!
https://www.google.com/amp/s/www.marketwatch.com/amp/story/guid/56F917B6-1DAD-4870-97E5-F8B3C45D1293
All this name calling and bashing each other will always continue. It’s the internet. As long as people can hide behind an anonymous name it will continue. You can’t always believe everything you read on the internet either....especially on a site called “the lay-off”, the Wikipedia of is my job safe or not? Where the “reliable” source is that they heard it from a manager of a customer. In the grand scheme of things, they’re in the same boat we are. Only upper management knows. The ones that have conference calls way above our pay grades. I have my opinion where this is all going. And if/When it ends, it ends. We will only know for sure when we get an alert for a mandatory conference call just like nestle. Anyways, gotta go. My beers starting to sweat! Cheers!
Dude, not sure your role with Mondelez....but I think you are a little out of your league in here! Your not all that bright, sorry. I don’t want to be rude but you clearly can’t be very in tune with things.
Companies buy and sell business units all the time! They are dumping cookies to focus and reinvest in other things. All we do is celebrate our products birthdays every year and watch sales in the US decline! Reason we stated to finally invest in other products, all of which are not dsd! Get a clue
You honestly think once Kroger and Wal Mart exit Dsd that Mondelez will stick around to support other customers ? Hahaha.
In a store that has snaps and cheez its on display, shelf has been empty a week, nabisco is k--ling it. Empty cheez it shelves and no empty elf shelves, cause no one buys the elf cookies. You guys maybe right one day, just not today. Just keep hanging on years from now just to say, see I told you so.
As for nestle, they are not our competitor, they have pizza and ice cream, not a competitor.
Excatly! Kroger is only 20% of our business. Walmart is 30%. Dsd will still be around with or without Kroger! No layoffs!
Omg, theirs more stores than Kroger! Same people on here saying same sh--.
I agree dsd will be ending but we're still a few years away from that happening. We must be staying till our contracts expire. We'll probably be the last one's left.
Bottom line is....some people just don’t want to know the truth! All there is to it. Zero chance that anyone, with even a half a brain, couldn’t figure out that dsd is ending!! Zero! It could very well be 2020, early 2020, but not beyond that. Just not a profitable model anymore, for anyone!!
While keebler was shutting down Nabisco was very busy. They were shuttering branches and shipping jobs to Mexico. Trying to cut costs. This ultimately eliminated their capacity for growth and effectively take advantage of the demise of their competition. I don't think they saved any real money. In the end it wasn't even enough to cover Irene's over bloated salary...
Honestly, you that keep saying “that’s what my DM told me” really need to pull up your big person pants and act like an adult!
It’s like watching a big storm coming and seeing a child ask his or her mommy if they would “be ok”? Want do you think they are gonna say? “Of course love, it’s all gonna be ok”. As an adult you yourself need to recognize what is going on! Your DM first of all probably doesn’t know, the company has not told them so the can continue with things. Once they tell them, then they would be lying. Right? Dirk has never once said that DSD is continuing, instead they hide behind the “dsd is a powerful tool, we’re committed to dsd” etc.. who cares what he’s committed to, look at the sign on the outside of your stores, does it say Mondelez? NO!!! Retailers would not be investing in CAO if they were not preparing to go warehouse!! Get a life!!
Hmm. That's what the Oreo people thought. And the ware house people who were canned for 3rd party personal. You already admitted the computer has better orders than you, why would the keep you. I'm running out of back rooms to ware house my artificially inflated numbers at quarter's end. Oh, and every one else is leaving DSD to become more profitable. Any executive who doesn't abide by their fiduciary obligation to the share holders won't be around long.
Because they wanted to capitalize on it. Hard to do now! They are k--ling us with pricing. Pallet drops galore! We are definitely going warehouse. To think we are bigger than Kroger and call the shots, like refusing to pay a slotting fee...laughable!