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A failed merger. Now What?
Termination of the Pernod Ricard and Brown-Forman Merger Negotiations
35 mins ago
•
Filiberto Amati
P&G returns to Volume Growth
But not all signals are positive
Apr 29
•
Filiberto Amati
1
1
Keurig Dr Pepper: still splitting
JDE Peet's Acquisition completed. Step 2 on the horizon
Apr 28
•
Filiberto Amati
2
2
L'Oreal: Bifurcated Economy, Bifurcated Results
Pressure on the more mainstream part of the business
Apr 26
•
Filiberto Amati
4
1
Heineken, some good news.
But what about the new CEO?
Apr 25
•
Filiberto Amati
3
1
Danone is Resilient
Despite the geopolitical tensions
Apr 24
•
Filiberto Amati
3
1
Power Brands buy resilience. Not immunity
A deep dive in Reckitt Q1 2026
Apr 23
•
Filiberto Amati
3
1
Are Beiersdorf Portfolio Dynamics helping?
After this fresh set of numbers, their version of a barbell does not seem to deliver
Apr 22
•
Filiberto Amati
1
1
The Great Realignment of Spirits - Live with Chris Maffeo and Filiberto Amati
A recording from Filiberto Amati's live video
Apr 20
•
Filiberto Amati
4
2
1:19:30
Tesco: a tipping point
Notwithstanding the new geopolitical turbolence
Apr 18
•
Filiberto Amati
2
1
Pepsi: some light at the end of the tunnel
The Elliott Cure starts delivering the first results
Apr 17
•
Filiberto Amati
2
1
Moet Hennessy: Organic Recovery
Amid an uncertain and shocks-prone luxury sector
Apr 15
•
Filiberto Amati
3
1
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