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Keurig Dr Pepper: still splitting
JDE Peet's Acquisition completed. Step 2 on the horizon
6 mins ago
•
Filiberto Amati
The Blurring Boundaries of Nicotine | Joel Rubenstein
Episode 79
23 hrs ago
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Filiberto Amati
2
1
44:11
L'Oreal: Bifurcated Economy, Bifurcated Results
Pressure on the more mainstream part of the business
Apr 26
•
Filiberto Amati
4
1
Heineken, some good news.
But what about the new CEO?
Apr 25
•
Filiberto Amati
3
1
Danone is Resilient
Despite the geopolitical tensions
Apr 24
•
Filiberto Amati
3
1
Power Brands buy resilience. Not immunity
A deep dive in Reckitt Q1 2026
Apr 23
•
Filiberto Amati
3
1
Are Beiersdorf Portfolio Dynamics helping?
After this fresh set of numbers, their version of a barbell does not seem to deliver
Apr 22
•
Filiberto Amati
1
1
FMCG Portfolio Decisions | Todd Kirk | Part 2
Episode 78
Apr 21
•
Filiberto Amati
2
1
35:50
The Great Realignment of Spirits - Live with Chris Maffeo and Filiberto Amati
A recording from Filiberto Amati's live video
Apr 20
•
Filiberto Amati
4
2
1:19:30
Your launch didn’t fail. Your brief did.
Why most FMCG innovation underdelivers before the product reaches the shelf.
Apr 19
•
Filiberto Amati
6
1
Tesco: a tipping point
Notwithstanding the new geopolitical turbolence
Apr 18
•
Filiberto Amati
2
1
Pepsi: some light at the end of the tunnel
The Elliott Cure starts delivering the first results
Apr 17
•
Filiberto Amati
2
1
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