Growth, Brands and More

Filiberto Amati

Growth, Brands, and More is the FMCG Growth Operating System in podcast form. Each episode breaks down how consumer goods brands win (or lose) in competitive markets. Hosted by Filiberto Amati, a growth consultant with 25 years of experience across P&G, Philips, and Campari, the show goes deep into the levers that drive real commercial results: portfolio architecture, route to market, pricing logic, brand strategy, shopper behaviour, and category dynamics. Guests are operators, not theorists — senior executives and founders from Heineken, Diageo, Coca-Cola, Unilever, P&G, Danone, and Pernod Ricard, alongside entrepreneurs building the next generation of FMCG brands. No generic marketing advice. No thought leadership filler. Built for the people running brands or advising the ones who do. For more on FMCG intelligence: https://www.filibertoamati.com/ For more on GOS: https://www.amati-associates.com/diagnostic/ www.filibertoamati.com

  1. Sep 21

    FMCG Portfolios in a K-Shaped Economy - Live with Filiberto Amati & Todd Wirk

    The K-shaped economy didn't create the barbell in FMCG portfolios. It accelerated a trend already twenty years in the making, and most manufacturers still measure it wrong. In this episode of Growth, Brands and More, I'm joined by Todd Kirk of Middlegame, an FMCG marketing analytics firm. They build market structure models on Nielsen IQ data, increasingly with AI in the loop. Todd worked both sides of that data. He started at IRI (now Circana), then moved client-side to Coca-Cola's brand teams. Today he applies that lens at Middlegame, built specifically for FMCG. We open with the shrink-to-grow thesis and why the mainstream is being pinched from both ends. Then Todd walks through a live case study: a decomposition of sparkling wine sales in Ireland. It separates real incrementality from transfer demand, and shows exactly where a 2.3% retail value gain actually came from. We close on why revenue growth management and commercial teams keep talking past each other. And on where AI genuinely earns its place in this kind of analysis. If you manage a portfolio that's being pulled toward value on one side and premium on the other, this one is for you. In this episode: 00:03:49 — Welcome back: Todd Kirk and Middlegame's read on the "first moment of truth" 00:07:54 — Defining the K-shaped economy: 00:13:48 — Beyond price: multi-banner shopping and the private label upgrade 00:16:02 — From price-pack architecture to portfolio interactions 00:26:06 — Case study: decomposing sparkling wine sales in Ireland 00:40:44 — RGM vs. commercial, market structure as a Rubik's cube, and where AI fits This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.filibertoamati.com/subscribe

    FMCG Portfolios in a K-Shaped Economy - Live with Filiberto Amati & Todd Wirk
  2. Aug 24

    Health as a Board Risk for F&B | AJ van Triest

    Is nutrition the next board-level risk for food and beverage companies? Do we need to install a Chief Nutrition Officer? Aart Jan recounts a career spanning Unilever (including roles in Singapore, China, and leading the tea division), a Coca-Cola/Nestlé joint venture, and FrieslandCampina. In the latter, he served as corporate CMO and developed a nutrition policy distinguishing daily versus occasional products to grow healthier sales. After leading fitness and nutrition platform fitchannel.com and selling it to investors, he now consults on applying marketing to public health, arguing health harm is driven more by consumption frequency and usage intensity than by penetration. AJ goes to the core of his vision of a shift from ingredient accountability to impact and outcome-driven nutrition, enabled by wearables and glucose monitoring. For our guest, health is an emerging board-level portfolio risk alongside shifts in consumer demand and regulation. Finally, we discuss GLP-1’s effects on cravings, category volumes, and family repertoires, and propose a chief health officer and portfolio KPIs focused on product role, frequency, and health outcomes. 00:00 Career Journey in FMCG 02:45 Health Platform Lessons 09:56 Health as Corporate Risk 37:45 GLP-1 and Demand Shifts 49:09 Chief Health Officer Future This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.filibertoamati.com/subscribe

  3. Aug 10

    Olivier Rouche: a spirits industry veteran on RTDs and trends

    What is happening in Spirits? Why are RTDs growing while the rest of the categories are not? Filiberto hosts a discussion with Chris Maffeo and spirits veteran Olivier Rouche. Olivier recounts his 35 years at Pernod Ricard in commercial strategy & negotiation and his new consultancy, training, and coaching work. They examine the spirits industry’s rapid transformation as premiumization stalls, consumption slows in traditional markets, and demand shifts toward lower-alcohol options. The group highlights operational and margin challenges for spirits companies entering RTDs, including reliance on third-party production, canning and small-format constraints, best-before dynamics, promo pressure, and retailer assortment tightening. They distinguish multiple RTD sub-markets (value retail, grab-and-go, multipacks, premium on-trade cocktails) and expect more partnerships with bottlers/distributors. Olivier advises aligning RTDs with company strategy, quantifying margin dilution versus volume-driven value expansion, and ensuring sustainable long-term operations, while warning against rushed launches, cost-driven pricing, and ignoring local consumer differences. 00:00 Meet the Guests 01:12 Olivier's Career Shift 04:17 Spirits Industry Shakeup 13:27 RTDs Strategy and Execution 24:08 RGM Mistakes and Wrap-Up This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.filibertoamati.com/subscribe

  4. Jun 29

    The Strategic Evolution of Sustainability | Adam Pawelas | Part 1

    What if sustainability were not about doing good or looking good? What if it were about risk management?? In this episode, Filiberto interviews sustainability professional Adam Pawelas - a sustainability veteran in food and beverages - about how sustainability has evolved over 20+ years from compliance to operational excellence, CSR, and now ESG embedded in business strategy and finance. They discuss universal sustainability practices across industries: mapping stakeholders, identifying material topics, and clarifying internal and external motivations, with leaders differentiating themselves through future-proof asset design, portfolio choices based on product footprints, responsible sourcing for scope 3 impacts, embedding sustainability in risk frameworks, and resourcing commitments via incentives tied to sustainability KPIs. They address myths that sustainability is only a cost or is fading, arguing it is becoming more structured and important for resilience amid extreme weather and geopolitical shocks. The conversation highlights packaging complexity, regional differences in recycling systems and recycled content, and the growing role of EU reporting frameworks and peer pressure in driving action. 00:00 Welcome and Guest Intro 03:04 Sustainability From CSR to ESG 10:57 What Comes Next: Resilience 14:07 Leaders vs Laggards in Practice 20:53 Packaging Regulation and Reporting This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.filibertoamati.com/subscribe

About

Growth, Brands, and More is the FMCG Growth Operating System in podcast form. Each episode breaks down how consumer goods brands win (or lose) in competitive markets. Hosted by Filiberto Amati, a growth consultant with 25 years of experience across P&G, Philips, and Campari, the show goes deep into the levers that drive real commercial results: portfolio architecture, route to market, pricing logic, brand strategy, shopper behaviour, and category dynamics. Guests are operators, not theorists — senior executives and founders from Heineken, Diageo, Coca-Cola, Unilever, P&G, Danone, and Pernod Ricard, alongside entrepreneurs building the next generation of FMCG brands. No generic marketing advice. No thought leadership filler. Built for the people running brands or advising the ones who do. For more on FMCG intelligence: https://www.filibertoamati.com/ For more on GOS: https://www.amati-associates.com/diagnostic/ www.filibertoamati.com