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Coca-Cola HBC: the Quadrant Almost Nobody Reaches
Volume +7.5% and Margin 60 Basis Points in the Same Half
2 hrs ago
•
Filiberto Amati
1
1
AB InBev Near-Flat Volume. It Still Works.
HY 2026: total volume up 0.8%. Net revenue up 5.7% organically.
13 hrs ago
•
Filiberto Amati
1
Heineken Just Proved You Can Grow Volume and Value at the Same Time.
Almost Nobody Else Can.
16 hrs ago
•
Filiberto Amati
1
1
Clorox’s 13% Organic Decline Is Mostly an Accounting Story
Cat Litter and Trash Bags Are Not.
Aug 5
•
Filiberto Amati
1
1
KC Just Downgraded the Whole Category, Not Just Itself
Q2 2026: adjusted EPS up 10.4% to $2.12. Full year category growth guidance cut from 2.5% to 2.0%.
Aug 4
•
Filiberto Amati
1
1
Most Portfolios Are Just Guilt, Organised
Nobody kills a SKU for strategic reasons. They keep one alive for emotional ones.
Aug 3
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Filiberto Amati
1
1
Is Ice-Cream Such A Bad Vertical?
TMICC Grew 4.7%. While both Nestle and Unilever wanted out of ice cream
Aug 2
•
Filiberto Amati
3
1
Colgate-Palmolive’s Organic Growth Rate Didn’t Change At All
Everything Inside It Did.
Aug 1
•
Filiberto Amati
1
Haleon has a Margin Engine
But not a volume engine. And that will be a problem.
Aug 1
•
Filiberto Amati
2
1
1
July 2026
L’Oréal Grew Volume and Value at the Same Time.
Almost Nobody Else in Beauty Did.
Jul 31
•
Filiberto Amati
1
1
AB InBev: Volume Decline Was A Choice, Not A Curse
Beer volumes are picking up, while margins are growing
Jul 31
•
Filiberto Amati
1
1
RB: The Volume Line Is Back
And It’s Leaving Some FMCG Giants Behind
Jul 31
•
Filiberto Amati
2
1
1
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