From Punk to Pennies on the Dollar. BrewDog, Tilray, and the "Great Narrowing" episode artwork

EPISODE · Mar 4, 2026 · 13 MIN

From Punk to Pennies on the Dollar. BrewDog, Tilray, and the "Great Narrowing"

from FMCG Weekly · host Accuris - Revenue Management Analytics for Fast Moving Consumer Goods Companies

BrewDog, once valued at $2.7 billion, sold out of administration for £33 million. This week, we examine what Tilray's acquisition of the brand tells us about a deeper structural shift in FMCG. The industry's biggest players, such as Unilever, Nestlé, and Keurig Dr Pepper, are shedding categories, demerging divisions, and concentrating on a handful of power brands. Meanwhile, a new type of lifestyle conglomerate is doing the opposite, buying distressed assets to build cross-category platforms. We explore why both strategies depend on the same thing: disciplined revenue growth management. Plus, how retailer pushback on pricing is changing the rules of supplier negotiations across the UK and Europe.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

Episode metadata supplied by the publisher feed · Published Mar 4, 2026

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BrewDog, once valued at $2.7 billion, sold out of administration for £33 million. This week, we examine what Tilray's acquisition of the brand tells us about a deeper structural shift in FMCG. The industry's biggest players, such as Unilever, Nestlé, and Keurig Dr Pepper, are shedding categories, demerging divisions, and concentrating on a handful of power brands. Meanwhile, a new type of lifestyle conglomerate is doing the opposite, buying distressed assets to build cross-category platforms....

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From Punk to Pennies on the Dollar. BrewDog, Tilray, and the "Great Narrowing"

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