FMCG Weekly

Accuris - Revenue Management Analytics for Fast Moving Consumer Goods Companies
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Welcome to FMCG Weekly, your go-to podcast for the most insightful trends and innovations in the fast-moving consumer goods and retail industries across the UK and Europe. Each week, we scan the latest news from the UK, France, Germany, the Benelux, Scandinavia, the US, and beyond, cutting through the noise to deliver the most relevant stories for industry experts and senior managers. A note about our voices: We use AI narration technology to bring you this content.  Subscribe to FMCG Weekly today and never miss the trends driving the future of FMCG and retail!

  1. 3月23日

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

    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, aimed at eliminating the "conglomerate discount" and matching the valuation multiples of peers like P&G. While the food division remains profitable with a 22.6% operating margin, its 2.5% growth lags behind the 4.7% seen in Personal Care. We benchmark Unilever’s RGM capabilities against L’Oréal and P&G, highlighting the role of AI in driving "Desire at Scale" and the risks of stranded costs during this massive transition. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

    16分

  2. 3月4日

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

    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 players, such as Unilever, Nestlé, and Keurig Dr Pepper, are shedding categories, demerging divisions, and concentrating on a handful of power brands. Meanwhile, a new type of lifestyle conglomerate is doing the opposite, buying distressed assets to build cross-category platforms. We explore why both strategies depend on the same thing: disciplined revenue growth management. Plus, how retailer pushback on pricing is changing the rules of supplier negotiations across the UK and Europe. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

    13分

  3. 2月20日

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

    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, amid an infant-formula recall crisis. Carrefour is implementing a 2030 strategy focused on France, Spain, and Brazil, exiting underperforming European markets. Most significantly, Amazon has officially surpassed Walmart in annual revenue ($716.9B vs $713.2B), marking a historic shift in retail dominance. Walmart is countering by targeting high-income shoppers and expanding its advertising business, while Amazon scales rural same-day delivery and grocery infrastructure. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

    11分

  4. 2月12日

    The End of Price-Led Growth

    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 ceiling" has been reached. We analyze how leaders like PepsiCo, Nestlé, and Coca-Cola are utilizing "right-sizing" and occasion-based Price Pack Architecture (PPA) to drive volume. A key focus is the shift from gross promotional lift to "Source of Business" logic—decomposing volume into incrementality, cannibalization, and stockpiling—and the emergence of "failure rebates" in manufacturer-retailer negotiations to ensure mutual value creation. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

    7分

  5. 1月30日

    How to Survive Price Negotiations in 2026

    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 analysis of best practices for senior executives, emphasizing the importance of quantifying shopper resilience and using switching models to project category growth. Through case studies involving Mars, Nestlé, and PepsiCo, the podcast illustrates the risks of protracted delistings and the power of brand equity. The text concludes with a strategic framework for C-suite leaders to navigate retailer relationships while securing essential margin adjustments in a post-inflationary market. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

    17分

  6. 1月23日

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

    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 the need to move from operational efficiency to predictive pricing models. Second, we explore the "Fractured Economy," where declining brand loyalty necessitates a rigorous analysis of volume sources to avoid cannibalization. Third, we discuss the "Time over Price" shift, where convenience commands a premium over pure volume deals. Finally, we address the return of tariff volatility, highlighting the urgent need for agile, scenario-based pricing strategies to protect margins. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

    11分

  7. 1月16日

    Lidl, Hershey and Lindt’s 19% Price Hike

    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 growth despite a significant drop in volume, highlighting the risks of premium pricing power. We contrast this with Hershey’s aggressive 20% marketing budget increase aimed at revitalizing its flagship brand and reducing reliance on seasonal sales. Finally, we discuss Lidl France’s strategic exit from TV advertising due to restrictive government regulations, signaling a major shift of ad spend toward digital platforms. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

    13分

  8. 2025/12/05

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

    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 analyze the "Post-Promotional Paradox" facing FMCG executives: as the post-COVID pricing power fades, the traditional reflex to buy volume with trade spend is losing steam. Citing data from Accuris and Circana, we explore how 94% of promotions fail to grow category value, often resulting in cannibalization and subsidization. We detail how leaders like Unilever and Nestlé are escaping this trap through "Zero-Based Planning" and innovation, while others struggle with the high costs of defending volume against Private Label. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

    16分
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番組について

Welcome to FMCG Weekly, your go-to podcast for the most insightful trends and innovations in the fast-moving consumer goods and retail industries across the UK and Europe. Each week, we scan the latest news from the UK, France, Germany, the Benelux, Scandinavia, the US, and beyond, cutting through the noise to deliver the most relevant stories for industry experts and senior managers. A note about our voices: We use AI narration technology to bring you this content.  Subscribe to FMCG Weekly today and never miss the trends driving the future of FMCG and retail!

情報

  • クリエイター
    Accuris - Revenue Management Analytics for Fast Moving Consumer Goods Companies
  • 配信期間
    24年 - 26年
  • エピソード
    51
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © 2026 FMCG Weekly
  • 番組のWebサイト
    FMCG Weekly

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