Sitemap - 2026 - Growth, Brands and More
Colgate-Palmolive’s Organic Growth Rate Didn’t Change At All
L’Oréal Grew Volume and Value at the Same Time.
AB InBev: Volume Decline Was A Choice, Not A Curse
Danone’s Net Income +13%. Its FCF -27%.
Mondelēz’s Earnings Grew 145%.
Rémy Cointreau’s Growth Was a Warehouse Story.
P&G’s Earnings Grew 6%. But it didn't.
Same Quarter, Same Consumer, Opposite Directions
Unilever’s Best Volume Quarter in a Decade Is a Portfolio Story
LVMH Proved China’s Cognac Demand Is Real.
Everyone Feared The Mexican Soda Tax.
The Art and Science of Water | Ganesh Iyer
Galderma's Margin Grew Faster Than Its Revenue. That's Not an Accident.
Nestlé’s volume recovery is real.
How Far Can Lindt & Sprüngli Push This Trade-Off Before It Breaks
Why I Won’t Tell You What Nestlé Said Last Week
The R&D Budget Is Not a Growth Signal. We Checked.
Beyond Carbon | Adam Pawelas | Part 2
The pricing era had ended. PepsiCo needed an activist to admit it.
Price Is Dead. Volume Is Dead.
What Constellation Brands Just Told the Entire FMCG Industry
The Strategic Evolution of Sustainability | Adam Pawelas | Part 1
McCormick Is Buying Growth It Cannot Organically Generate
Heineken Hired a Financial Surgeon.
European Spirits May 2026: The Comps Did the Work. Campari Did the Rest.
Navigating Complexity in FMCG | Pierre-Yves Parant
Mostly Promises, Very Little Evidence
Smucker FY2026: Every Point of Revenue Growth Came from Price. Volume Went Backwards.
Hard Realities in the Spirits Sector
Perils of Transformation | Pierre-Yves Parant
The Same Consumer Stress. A Very Different Growth Playbook.
The FMCG Conglomerate Is Over. Paris Just Confirmed It.
Fixing the Mature Market Bottleneck
Decoding Consumers: RTDs Beer and GLP-1 | Andy O'Brien | Part 2
Consumer goods growth is concentrated.
RTDs, Conjoint and Consumer Choices | Andy O'Brien | Part 1
The Fragility of Beauty Giants
e.l.f.: Buying Growth Comes with a Cost
UK Treasury wants to cap food prices
The Relevance Blueprint | Magda Adamska
The Difficult Pivot from Pricing to Volume
Discipline Over Premiumisation
Henkel Shifts From Consolidation to Aggressive Expansion
Avoiding Toxic Growth | François Bazini
Navigating a volatile FMCG Landscape
Unilever’s Resilient Volume Surge
A Pivot to Professional Hygiene?!
From Legacy Lager to Liquid Agility
Goodbye CMO. Hello Chief Growth Officer | François Bazini
Keurig Dr Pepper: still splitting
The Blurring Boundaries of Nicotine | Joel Rubenstein
L'Oreal: Bifurcated Economy, Bifurcated Results
Power Brands buy resilience. Not immunity
Are Beiersdorf Portfolio Dynamics helping?
FMCG Portfolio Decisions | Todd Kirk | Part 2
The Great Realignment of Spirits - Live with Chris Maffeo and Filiberto Amati
Your launch didn’t fail. Your brief did.
Pepsi: some light at the end of the tunnel
Everyone Wants Influencers. Few Understand the Trade-Off
Moet Hennessy: Organic Recovery
The Cultural Ecosystem Benchmark
FMCG Portfolio Decisions | Todd Kirk | Part 1
Remy going for a barbell strategy
Danone looking at a potential Mead Johnson Acquisition
Is sustainability in CPG entering a maturity phase?
Large FMCG Companies ignore the future
The Decline of the FMCG Conglomerate
From Newlat to New Princes Group to Carrefour Italy
A Reorganised Global Beauty Vertical?
McCormick's Growth will depend on M&A
Most growth conversations stay at the level of tactics.
Fever-Tree's Transformation is working
The tale of multi-polar portfolios
Embracing Change and Risk | Rafal Walendzik
Pre-mixed drinks, otherwise mixed feelings
Henkel 2025: managing for decline
Strategic Equilibrium and the Bifurcated Consumer
Poppi Didn’t Find a Magic Lever.
Portfolio Decisions That Quietly Destroy Value
The fifth stage of grief in beer and spirits: acceptance
The Theatre of Transformation vs The Reality of Structural Stress
The Premiumisation-at-all-cost bill is due now.
Generational Shifts | Part 2 | Inga Dengel
Is this the only playbook for Beer?
2025 The Year of Private Labels
Ahold: a structural reset in grocery economics
No volume growth? 6.000 jobs cut
Has Coca Cola lost their Volume Mojo?
The Divestiture of Four Roses and Kirin’s Healthcare Pivot
Price Growth is a FMCG drug addiction
The Coty Curated is still a diagnostic
Navratil is rewriting Nestle's operating model.
Generational Shifts | Part 1 | Inga Dengel
Elliott is rewriting Pepsico's Strategy
TBC Hedge: Why Carlsberg’s 18% Revenue Surge Masks a 2% Volume Dip
Mondelez: A tale of two hemispheres
China’s Spirits Market: Stabilisation Signals, but the Rebound Remains Uneven
Church & Dwight: a Playbook for Volume Growth
Decoding Transformation for Sustainability | Part 2 | Leon Ramselaar
The Art and the Risk of Brewing Less
The Birrification of the US Spirits Distribution