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Price Is Dead. Volume Is Dead.
General Mills Just Told Every FMCG Board What Comes Next
Jul 2
•
Filiberto Amati
3
1
What Constellation Brands Just Told the Entire FMCG Industry
Shrinking for Growth is not fun but it works
Jul 1
•
Filiberto Amati
1
2
June 2026
The Strategic Evolution of Sustainability | Adam Pawelas | Part 1
Episode 87
Jun 29
2
1
31:51
McCormick Is Buying Growth It Cannot Organically Generate
But the headline numbers are impressive
Jun 25
•
Filiberto Amati
1
1
Heineken Hired a Financial Surgeon.
Not a Brewer. Not a marketer.
Jun 23
•
Filiberto Amati
3
1
Ten headlines. One story.
The K-split is now in the boardroom.
Jun 22
•
Filiberto Amati
2
1
European Spirits May 2026: The Comps Did the Work. Campari Did the Rest.
The headline improved. The underlying trend did not. Here is what the NielsenIQ data actually says.
Jun 16
•
Filiberto Amati
2
1
Navigating Complexity in FMCG | Pierre-Yves Parant
Episode 86
Jun 15
•
Filiberto Amati
3
2
37:07
Mostly Promises, Very Little Evidence
Agentic AI in FMCG
Jun 14
•
Filiberto Amati
4
1
Smucker FY2026: Every Point of Revenue Growth Came from Price. Volume Went Backwards.
What a strong Q4 beat is hiding — and what it tells you about the next phase of FMCG.
Jun 12
•
Filiberto Amati
1
1
Hard Realities in the Spirits Sector
Brown-Forman Restructures Under Supply-Side Pressure
Jun 11
•
Filiberto Amati
1
1
Rémy Cointreau's overhaul
Full year results for the Fiscal ending on March 31st 2026
Jun 10
•
Filiberto Amati
1
1
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