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FMCG Weekly FMCG Weekly Accuris - Revenue Management Analytics for Fast Moving Consumer Goods Companies The College Investor Audio Show The College Investor Audio Show The College Investor Tony Robbins Podcast Daily Tony Robbins Podcast Daily Tony The Money Show The Money Show Radio 702 Make Your Own Destiny Make Your Own Destiny Montey & Bazz Baanbrekende Businessmodellen | BNR Baanbrekende Businessmodellen | BNR BNR Nieuwsradio Closing Market Report Closing Market Report Todd E. Gleason Financial Sanity with Patrick Ayers Financial Sanity with Patrick Ayers Patrick Ayers Telecom Reseller / Technology Reseller News Telecom Reseller / Technology Reseller News Telecom Reseller The Exchange The Exchange CNBC Real Money Real Business Podcast Real Money Real Business Podcast Empire Flippers Focus with Paul W. Smith Focus with Paul W. Smith Cumulus Media Detroit Bloomberg Talks Bloomberg Talks Bloomberg Miami Real Estate Podcast Miami Real Estate Podcast Cervera Real Estate The Gold Exchange Podcast The Gold Exchange Podcast Monetary Metals SpeakEasy HR SpeakEasy HR WRKdefined Podcast Network Rebel Capitalist News Rebel Capitalist News George Gammon HFMA’s Voices in Healthcare Finance HFMA’s Voices in Healthcare Finance HFMA Markets Now with Michelle Rook Markets Now with Michelle Rook Michelle Rook UBS On-Air: Market Moves UBS On-Air: Market Moves Client Strategy Office ETF Edge ETF Edge CNBC Brew Markets Brew Markets Morning Brew Humans of Purpose Humans of Purpose Humans of Purpose Market Matters from New York Life Investment Management Market Matters from New York Life Investment Management New York Life Investment Management Humans of Agriculture Humans of Agriculture Humans of Agriculture Stock Market Options Trading Stock Market Options Trading Eric O'Rourke The Morning Edition The Morning Edition The Age and Sydney Morning Herald Investopoly Investopoly Stuart Wemyss & Campbell Wallace This Morning With Gordon Deal This Morning With Gordon Deal Compass Media Networks The Mentor with Mark Bouris The Mentor with Mark Bouris Mentored.com.au Marketing Espresso Marketing Espresso Bec Chappell My Car Guru Podcast My Car Guru Podcast My Car Guru...Lennie Lawson A Podcast for Coaches A Podcast for Coaches Mark Butler Reflections on Generosity for Capital Campaigns Reflections on Generosity for Capital Campaigns Small Town Capital Campaigns The Money Doctors The Money Doctors Bongiorno Group More Clients, Less Effort. More Clients, Less Effort. Tim Hyde 15 Minutes with the Boss 15 Minutes with the Boss The Australian Financial Review
FMCG Weekly

Business

FMCG Weekly

Accuris - Revenue Management Analytics for Fast Moving Consumer Goods Companies

How Rafa Oliveira Turned Around JDE Peet’s

June 29, 2026 1:00pm 25 min

Heineken appointed a new CEO. It is Rafael Oliveira’s and this episode examines JDE Peet’s turnaround under his leadership as a case study in modern FMCG revenue management. Facing severe coffee inflation, Oliveira shift...

How to win the World Cup?

June 18, 2026 6:00am 9 min

This week on FMCG Weekly: how to win the World Cup. The tournament grows the battleground categories substantially, but the growth comes from base demand, not your promotion, and because everyone discounts at once, the d...

The Rise of Personalised Pricing in Grocery

June 03, 2026 4:00pm 9 min

This week examines the rise of personalised pricing across FMCG and grocery, and the regulatory and trust pressures now constraining it. We separate rules-based, dynamic and personalised pricing, and explain why retailer...

What We Learned Reading Every Major FMCG Q1 2026 Report

May 21, 2026 5:00am 15 min

Q1 2026 marked a turning point for global FMCG. Across twenty-one of the largest players — from Nestlé and Unilever to AB InBev, PepsiCo and Reckitt — pricing has decelerated and volume is back as the principal growth en...

AB Inbev, Amazon, McDonald’s and the Battle for the "Shaky Consumer"

May 07, 2026 8:00am 11 min

AB InBev has broken an 11-quarter volume slide by pivoting from brewery acquisitions to an "organic growth algorithm," concentrating 70% of its marketing on a few "megabrands." In Europe, retail sales have dipped 0.1% as...

Coca-Cola’s Post-Inflation Growth Playbook

April 28, 2026 9:00pm 14 min

Coca-Cola’s first-quarter results show a shift from price-led growth toward architecture-led growth. Organic revenue rose 10 percent, volume grew 3 percent, and EPS guidance improved, but the strategic signal is in pack ...

From Clubcard to Discounters: Who Owns Value Now?

April 18, 2026 7:00am 18 min

Tesco’s strong results, affluent shoppers moving into discounters, and the decline of traditional budget ranges. Tesco shows how modern retail advantage now comes from an integrated system of price, loyalty, media, digit...

Inside the McCormick-Unilever Mega-Merger

March 31, 2026 10:00am 14 min

This week’s podcast examines the landmark $66 billion merger between Unilever’s food business and McCormick, a deal creating a $20 billion revenue "flavor powerhouse." Structured as a reverse Morris trust, the agreement ...

Can a Focused Unilever Match P&G and L'Oréal?

March 23, 2026 4:00am 15 min

This episode analyzes Unilever’s potential divestiture of its food division, valued at over €30 billion, to McCormick & Company. This move would be a fundamental shift toward a pure-play beauty and personal care model, a...

From Punk to Pennies on the Dollar. BrewDog, Tilray, and the "Great Narrowing"

March 04, 2026 5:00am 13 min

BrewDog, once valued at $2.7 billion, sold out of administration for £33 million. This week, we examine what Tilray's acquisition of the brand tells us about a deeper structural shift in FMCG. The industry's biggest play...

Amazon bigger than Walmart, Carrefour's strategy and Nestle divestures

February 20, 2026 9:00am 10 min

This week’s episode analyzes a major structural realignment in the FMCG and retail sectors. Nestlé is divesting its ice-cream and water businesses to focus on coffee, petcare, and nutrition under CEO Philipp Navratil, am...

The End of Price-Led Growth

February 12, 2026 6:00am 7 min

This episode of FMCG Weekly examines the structural shift from price-led growth to Real Internal Growth (RIG) in 2026. With global volume growth stalling at 0.9% and private label penetration hitting 40%, the "pricing ce...

When Price Increases Stop Working

February 10, 2026 12:00pm 20 min

In 2026, FMCG growth is shifting from broad price increases to a multi-lever RGM approach. Prices can still rise, but investor and retailer scrutiny now targets mix quality, volume resilience, and brand trust. Winning st...

How to Survive Price Negotiations in 2026

January 30, 2026 6:00am 17 min

This episode of FMCG Weekly examines the evolution of price negotiations in 2026, focusing on the shift from cost-plus models to data-driven, category-focused strategies. Matilda, the A.I. host, provides a detailed analy...

Davos 2026 for FMCG: AI, Tariffs, and the New Consumer

January 23, 2026 5:00am 11 min

This week’s episode analyzes four critical themes from the World Economic Forum in Davos (Jan 19–23, 2026) and their implications for Revenue Growth Management. First, we examine the "AI Profitability Gap," emphasizing t...

Lidl, Hershey and Lindt’s 19% Price Hike

January 16, 2026 7:00am 13 min

This week’s episode analyzes three distinct strategies in the FMCG sector amidst high cocoa prices and inflation. We examine Lindt & Sprüngli’s robust financial results, where a 19% price increase drove 12.4% organic gro...

The Victoria's Secret Trap: Why the Grocery Aisle Needs a Promo Reset

December 05, 2025 11:00am 16 min

Victoria’s Secret’s announced today a successful pivot to fewer discounts (+9% sales, improved margins). At the same time the grocery sector in the UK descended into a promotional price war to combat inflation. We analyz...

Retail Media Update: News, Trends, and Measurement Challenges

November 29, 2025 7:00am 14 min

The retail media landscape is facing a reality check, with optimism dropping due to difficulties in proving incremental sales. While retailers from Morrisons to Walmart rush to implement digital screens and AI-driven ad ...

Decision Framework for Christmas and End-of-Year Promotions

November 18, 2025 10:00am 19 min

In this special episode of FMCG Weekly, we unpack a structured decision‑framework for Christmas and end‑of‑year promotions tailored to FMCG senior executives. We cover twelve critical questions—from category expandabilit...

Walmart’s CEO is Stepping Down. Here’s What Many Get Wrong About Its RGM Strategy

November 14, 2025 10:00am 22 min

With CEO Doug McMillon stepping down, we analyze the sophisticated RGM machine he built at Walmart. The "people-led, tech-powered" model, funded by its ad business, uses an EDLP strategy to build trust and create demand ...

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