Growth, Brands and More

Growth, Brands and More

CAGNY26: Defensive Resilience

No volume growth, potentially a retreat.

Filiberto Amati's avatar
Filiberto Amati
Feb 25, 2026
∙ Paid

The 2026 Consumer Analyst Group of New York conference, held at the Signia Bonnet Creek in Orlando, Florida, arrived at a critical juncture for the global consumer staples sector. Following several years of inflationary volatility and supply chain disruptions, the 2026 summit was characterised by what financial analysts have termed a defensive renaissan…

User's avatar

Continue reading this post for free, courtesy of Filiberto Amati.

Or purchase a paid subscription.
© 2026 Filiberto Amati · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture