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L’Oréal Grew Volume and Value at the Same Time.
Almost Nobody Else in Beauty Did.
6 hrs ago
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Filiberto Amati
1
1
AB InBev: Volume Decline Was A Choice, Not A Curse
Beer volumes are picking up, while margins are growing
13 hrs ago
•
Filiberto Amati
1
1
RB: The Volume Line Is Back
And It’s Leaving Some FMCG Giants Behind
19 hrs ago
•
Filiberto Amati
2
1
1
Danone’s Net Income +13%. Its FCF -27%.
Same Company, Same Half Year. A Working Capital Story.
Jul 30
•
Filiberto Amati
2
1
1
Mondelēz’s Earnings Grew 145%.
None of That Came From Selling More Snacks
Jul 30
•
Filiberto Amati
1
1
2
Rémy Cointreau’s Growth Was a Warehouse Story.
Now Comes the Real Test
Jul 30
•
Filiberto Amati
3
1
1
P&G’s Earnings Grew 6%. But it didn't.
Take Away the Currency and They Didn’t Grow at All
Jul 29
•
Filiberto Amati
1
Same Quarter, Same Consumer, Opposite Directions
What Coca-Cola’s Q2 Says About PepsiCo’s Q2
Jul 29
•
Filiberto Amati
1
1
1
Unilever’s Best Volume Quarter in a Decade Is a Portfolio Story
Not a Marketing One
Jul 29
•
Filiberto Amati
4
1
LVMH Proved China’s Cognac Demand Is Real.
It Answered One Question To Do It.
Jul 28
•
Filiberto Amati
1
Galderma's Margin Grew Faster Than Its Revenue. That's Not an Accident.
That Gap Is the Whole Strategy.
Jul 25
•
Filiberto Amati
2
1
Nestlé’s volume recovery is real.
The number is 1.8%.
Jul 24
•
Filiberto Amati
1
1
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