Sitemap - 2026 - Growth, Brands and More

A failed merger. Now What?

P&G returns to Volume Growth

Keurig Dr Pepper: still splitting

The Blurring Boundaries of Nicotine | Joel Rubenstein

L'Oreal: Bifurcated Economy, Bifurcated Results

Heineken, some good news.

Danone is Resilient

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.

Tesco: a tipping point

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.

Jack meet Jameson

Fever-Tree's Transformation is working

A global flavour powerhouse

The focus on PowerBrands

The tale of multi-polar portfolios

Embracing Change and Risk | Rafal Walendzik

Pre-mixed drinks, otherwise mixed feelings

Lindt and Treatonomics

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 Beverage Reset

The fifth stage of grief in beer and spirits: acceptance

The Theatre of Transformation vs The Reality of Structural Stress

The Anatomy of Demand Spaces

Renew Danone is working

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

Why Splitting Now?

CAGNY26: Defensive Resilience

Who Got Punked?

Generational Shifts | Part 2 | Inga Dengel

Is this the only playbook for Beer?

America’s Sobering Shift

The Pure-Play Paradigm

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

A Ray of Hope

Decoding Transformation for Sustainability | Part 2 | Leon Ramselaar

The Art and the Risk of Brewing Less

The Birrification of the US Spirits Distribution

The “Drastic Dave” Era

Transforming Businesses | Part 1 | Leon Ramselaar

The Great Rationalisation

Coty's Diverging Signals

The Efficiency Mirage