The FMCG Marketing Daily — May 19, 2026

The FMCG Marketing Daily — May 19, 2026 The essential daily briefing for brand managers and marketers in consumer goods. In today's episode: • Danone is cutting loose a kefir pioneer it once bet on, signalling a sharper focus on its core portfolio strategy under pressure from activist investors. • AB InBev is planting a public flag on sustainability targets for 2030 — a move that locks the world's biggest brewer into brand promise commitments it will be held accountable for. • A reported wave of senior departures at Diageo adds leadership instability to a business already navigating a difficult brand and financial reset. Fun fact: The average supermarket loses roughly 40% of its fresh produce revenue to shrinkage — not theft, but unsold stock — yet Walmart's 2010 rollout of its 'Great Value' private label redesign actually increased fresh department foot traffic by redirecting shopper trust toward the store brand, lifting overall basket size. Most brand managers still assume private label cannibalizes only their category, when it can quietly reshape where shoppers choose to shop in the first place. Hosted by Marco and Klara.