Behind The Idea # 17: Kellogg's Serial Decline And What Matters
Does anyone eat cereal anymore? And what can Kellogg do about it? That's the topic of this week's Behind the Idea, as we take Prescience Point's short idea - https://www.presciencepoint.com/wp-content/uploads/2018/04/Prescience-Point_Kellogg-Company__K_.pdf - and see what really matters for Kellogg going forward. Topics covered: 2:00 – Setting the table for the consumer packaged good industry and the general Prescience Point thesis 4:50 – Assessing the decline of cereal, and Mike puts on his Peter L Learn more about your ad choices. Visit megaphone.fm/adchoices
