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FMCG Portfolio Decisions | Todd Kirk | Part 1
Episode 77
22 hrs ago
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Filiberto Amati
2
1
35:52
Remy going for a barbell strategy
My initial thoughts on the RC Forward transformation
Apr 11
•
Filiberto Amati
3
1
Danone looking at a potential Mead Johnson Acquisition
After taking over Huel, the french conglomerate looking at consolidating his position in baby nutrition
Apr 10
•
Filiberto Amati
2
1
Is sustainability in CPG entering a maturity phase?
A Q&A with Adam Pawelas, a veteran of sustainability in FMCG
Apr 9
•
Filiberto Amati
1
1
Large FMCG Companies ignore the future
Why Seeing Change Is Not Enough in FMCG
Apr 8
•
Filiberto Amati
1
1
The Decline of the FMCG Conglomerate
A rapid accelerations of deals in FMCG
Apr 2
•
Filiberto Amati
2
1
From Newlat to New Princes Group to Carrefour Italy
A new model integrating brand, private labels and grocery shopping
Apr 1
•
Filiberto Amati
1
1
March 2026
A Reorganised Global Beauty Vertical?
Esteé Lauder + Puig: A new wave of consolidation hits the fragrance shelf.
Mar 31
•
Filiberto Amati
1
1
McCormick's Growth will depend on M&A
A look at their results isolated from the potential Unilever Food M&A
Mar 30
•
Filiberto Amati
Most growth conversations stay at the level of tactics.
A short note on our upcoming online workshops
Mar 29
•
Filiberto Amati
1
1
Jack meet Jameson
A what-if analysis of the Pernod Ricard and Brown-Forman presumptive Merger
Mar 28
•
Filiberto Amati
4
1
Fever-Tree's Transformation is working
Although investors want more
Mar 27
•
Filiberto Amati
4
1
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