Archive - Growth, Brands and More

Pre-mixed drinks, otherwise mixed feelings

The Brown Forman RTD Pivot: Rescuing Margins in a Stagnant Spirits Market.

6 hrs ago • Filiberto Amati

Lindt and Treatonomics

What we learn from Lindt most recent results

Mar 19 • Filiberto Amati

Henkel 2025: managing for decline

A peek into the Full Calendar Year Results

Mar 18 • Filiberto Amati

Strategic Equilibrium and the Bifurcated Consumer

Signals from the 2026 UBS Global Consumer and Retail Conference

Mar 16 • Filiberto Amati

Poppi Didn’t Find a Magic Lever.

It Built Availability Until the Market Couldn’t Ignore It

Mar 12 • Filiberto Amati

Portfolio Decisions That Quietly Destroy Value

Three Mistakes Leaders Overlook

Mar 11 • Todd Kirk

The Beverage Reset

Mar 9 • Filiberto Amati

33:14

The fifth stage of grief in beer and spirits: acceptance

Industry moves beyond recent "Consumption will normalise" mantra

Mar 6 • Filiberto Amati

The Theatre of Transformation vs The Reality of Structural Stress

CAGNY 2026, my insights

Mar 3 • Filiberto Amati

The Anatomy of Demand Spaces

A Step by Step Process to Find Hidden Demand

Mar 1 • Filiberto Amati

February 2026

Renew Danone is working

The medicalisation of the supermarket fridge.

Feb 28 • Filiberto Amati

The Premiumisation-at-all-cost bill is due now.

Reading in between the lines of the Diageo H1 26 results.

Feb 27 • Filiberto Amati

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