Subscribe
Sign in
Home
Podcast
Notes
Archive
Leaderboard
Latest
Top
Discussions
The Theatre of Transformation vs The Reality of Structural Stress
CAGNY 2026, my insights
Mar 3
•
Filiberto Amati
1
1
The Anatomy of Demand Spaces
A Step by Step Process to Find Hidden Demand
Mar 1
•
Filiberto Amati
1
1
February 2026
Renew Danone is working
The medicalisation of the supermarket fridge.
Feb 28
•
Filiberto Amati
1
1
The Premiumisation-at-all-cost bill is due now.
Reading in between the lines of the Diageo H1 26 results.
Feb 27
•
Filiberto Amati
4
2
Why Splitting Now?
Should KDP pause their split like Kraft Heinz?
Feb 26
•
Filiberto Amati
CAGNY26: Defensive Resilience
No volume growth, potentially a retreat.
Feb 25
•
Filiberto Amati
1
1
Who Got Punked?
The Mathematical Trap and the End of the BrewDog Narrative
Feb 24
•
Filiberto Amati
3
1
Generational Shifts | Part 2 | Inga Dengel
Listen now | Episode 74
Feb 23
•
Filiberto Amati
1
1
33:48
Is this the only playbook for Beer?
AB InBev performance cheered by investors
Feb 21
•
Filiberto Amati
2
1
America’s Sobering Shift
How moderation, premium fatigue and generational change are reshaping growth expectations in the US beer and spirits market
Feb 20
•
Filiberto Amati
3
1
The Pure-Play Paradigm
Is The Magnum Ice Cream Company better off alone?
Feb 19
•
Filiberto Amati
1
1
2025 The Year of Private Labels
More premium, more sophisticated, better performing
Feb 18
•
Filiberto Amati
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
