Podcast Episodes

How Rafa Oliveira Turned Around JDE Peet’s

Season 2 Episode 15

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 …

18 hours ago

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How to win the World Cup?

Season 2 Episode 14

This week on FMCG Weekly: how to win the World Cup. The tournament grows the battleground categories substantially, but the growth comes from base de…

1 week, 5 days ago

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The Rise of Personalised Pricing in Grocery

Season 2 Episode 13

This week examines the rise of personalised pricing across FMCG and grocery, and the regulatory and trust pressures now constraining it. We separate …

3 weeks, 5 days ago

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What We Learned Reading Every Major FMCG Q1 2026 Report

Season 2 Episode 12

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 …

1 month, 1 week ago

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

Season 2 Episode 11

AB InBev has broken an 11-quarter volume slide by pivoting from brewery acquisitions to an "organic growth algorithm," concentrating 70% of its marke…

1 month, 3 weeks ago

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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…

2 months 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…

2 months, 1 week 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…

2 months, 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…

3 months, 1 week 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 …

3 months, 3 weeks ago

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