Nutcracker Consultants by Anh Nguyen https://padlet.com/anhtampere/lzcu1o8bw04j39fu Made with a curious mind en-us 2021-01-31 11:14:44 UTC 2021-01-31 14:09:37 UTC hello@padlet.com Situation anhtampere https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145218559 * Activist investors are trying to obtain seats on company’s boards and demand short-term changes by buying shares.


// Case Nestle -> Demanded to sell non-core assets such as land, real estate to increase cash and EBIT margin from 15% to 20%. However, these assets do have value and can generate ROI (return on investment)


*Orkla hasn’t caught the attention of these activists yet, and it wants to prevent this phenomenon.

* Orkla wants to improve margins by reducing COGS (cost of goods sold) and improving asset efficiency.

// ( Asset efficiency = Asset turnover -> Ratio of total sales or revenue to average assets. The higher turnover ratio, the more efficient a company is at generating revenue from its asset)


* They agreed in a meeting, that supply chain has a crucial role to play  securing long.term and sustainable value creation.

* Orkla is lagging behind of SCM performance due to lack of efficiency of the factories and poor distribution system.

*·       Orkla has a great advantage: they have a dominant market share and factories are near the target markets.







]]> 2021-01-31 11:22:18 UTC https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145218559 whole picture situation https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145335638 Orkla is leading supplier with a diversified product portfolio of branded consumer goods in the grocery, out-of home, specialised retail, pharmacy and bakery sectors. However, Orkla is lagging behind in terms of supply chain performance. They have a large footprint of factories (103) and warehouses (101) covering a relatively small geographical area. All factories and distribution systems are less efficient than the ones of their competitors. At the same time activist investors are looking for new investments in companies which they think can run more profitably. Orkla wants to fence off potential activist.]]> 2021-01-31 12:35:06 UTC https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145335638 Questions and Answers https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145341350 https://flinga.fi/s/FAGQDFW]]> 2021-01-31 12:38:42 UTC https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145341350 Complication: https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145342403 Orkla might be very attractive for potential activist investors as Orkla has a large improvement potential. Orkla generates an EBIT margin below average for an international Brand Consumer company. Orkla has over 60% of its revenue generated over only for Nordic geographies. Orkla has the lowest EBIT per factory of all its competitors.]]> 2021-01-31 12:39:25 UTC https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145342403 Question https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145343231 How can Orkla improve its supply chain in terms of manufacturing and warehouse structure while remaing a leading supplier, keeping the supply chain in-house, and maintaining a degree of market proximity?]]> 2021-01-31 12:39:59 UTC https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145343231 The question https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145344546 How can Orkla optimize its supply chain efficiency in order to have better margins and better asset efficiency?
How can they conduct the above mentioned factors and become more attractive for investers?
]]> 2021-01-31 12:40:49 UTC https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145344546 The answer https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145345140 The answer must include estimated margin improvements
The plan is for changes and improvements in the supply chain in order to meet challenges.
Better using the capacity of factories
Must maintain the advantages
Address the difference in production costs
]]> 2021-01-31 12:41:11 UTC https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145345140 Questions anhtampere https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145348622 2021-01-31 12:43:31 UTC https://padlet.com/anhtampere/lzcu1o8bw04j39fu/wish/1145348622