Podcast Episodes

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…

4 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…

4 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 …

4 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…

4 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 …

5 months ago

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Lidl, Hershey and Lindt’s 19% Price Hike

Season 2 Episode 1

This week’s episode analyzes three distinct strategies in the FMCG sector amidst high cocoa prices and inflation. We examine Lindt & Sprüngli’s robus…

5 months, 1 week ago

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

Season 1 Episode 44

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 U…

6 months, 3 weeks ago

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Retail Media Update: News, Trends, and Measurement Challenges

Season 1 Episode 43

The retail media landscape is facing a reality check, with optimism dropping due to difficulties in proving incremental sales. While retailers from M…

7 months ago

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Decision Framework for Christmas and End-of-Year Promotions

In this special episode of FMCG Weekly, we unpack a structured decision‑framework for Christmas and end‑of‑year promotions tailored to FMCG senior ex…

7 months, 1 week ago

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

Season 1 Episode 39

With CEO Doug McMillon stepping down, we analyze the sophisticated RGM machine he built at Walmart. The "people-led, tech-powered" model, funded by i…

7 months, 2 weeks ago

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