EPISODE · Feb 20, 2026 · 10 MIN
Amazon bigger than Walmart, Carrefour's strategy and Nestle divestures
from FMCG Weekly · host Accuris - Revenue Management Analytics for Fast Moving Consumer Goods Companies
This week’s episode analyzes a major structural realignment in the FMCG and retail sectors. Nestlé is divesting its ice-cream and water businesses to focus on coffee, petcare, and nutrition under CEO Philipp Navratil, amid an infant-formula recall crisis. Carrefour is implementing a 2030 strategy focused on France, Spain, and Brazil, exiting underperforming European markets. Most significantly, Amazon has officially surpassed Walmart in annual revenue ($716.9B vs $713.2B), marking a historic shift in retail dominance. Walmart is countering by targeting high-income shoppers and expanding its advertising business, while Amazon scales rural same-day delivery and grocery infrastructure.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management
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This week’s episode analyzes a major structural realignment in the FMCG and retail sectors. Nestlé is divesting its ice-cream and water businesses to focus on coffee, petcare, and nutrition under CEO Philipp Navratil, amid an infant-formula recall crisis. Carrefour is implementing a 2030 strategy focused on France, Spain, and Brazil, exiting underperforming European markets. Most significantly, Amazon has officially surpassed Walmart in annual revenue ($716.9B vs $713.2B), marking a historic ...
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Amazon bigger than Walmart, Carrefour's strategy and Nestle divestures
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