Podcast Episodes

Coca-Cola’s Post-Inflation Growth Playbook

Season 2 Episode 10

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 p…

8 hours ago

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From Clubcard to Discounters: Who Owns Value Now?

Season 2 Episode 9

Tesco’s strong results, affluent shoppers moving into discounters, and the decline of traditional budget ranges. Tesco shows how modern retail advant…

1 week, 3 days ago

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Inside the McCormick-Unilever Mega-Merger

Season 2 Episode 8

This week’s podcast examines the landmark $66 billion merger between Unilever’s food business and McCormick, a deal creating a $20 billion revenue "f…

4 weeks ago

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

Season 2 Episode 7

This episode analyzes Unilever’s potential divestiture of its food division, valued at over €30 billion, to McCormick & Company. This move would be a…

1 month ago

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

Season 2 Episode 6

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 …

1 month, 3 weeks ago

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

Season 2 Episode 5

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…

2 months, 1 week ago

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The End of Price-Led Growth

Season 2 Episode 4

This episode of FMCG Weekly examines the structural shift from price-led growth to Real Internal Growth (RIG) in 2026. With global volume growth stal…

2 months, 2 weeks ago

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When Price Increases Stop Working

Season 2 Episode 4

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 …

2 months, 2 weeks ago

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How to Survive Price Negotiations in 2026

Season 2 Episode 3

This episode of FMCG Weekly examines the evolution of price negotiations in 2026, focusing on the shift from cost-plus models to data-driven, categor…

2 months, 4 weeks ago

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

Season 2 Episode 2

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 …

3 months ago

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