FMCG Weekly

PODCAST · business

FMCG Weekly

Welcome to FMCG Weekly, your go-to podcast for the most insightful trends and innovations in the fast-moving consumer goods and retail industries across the UK and Europe.Each week, we scan the latest news from the UK, France, Germany, the Benelux, Scandinavia, the US, and beyond, cutting through the noise to deliver the most relevant stories for industry experts and senior managers. A note about our voices: We use AI narration technology to bring you this content. Subscribe to FMCG Weekly today and never miss the trends driving the future of FMCG and retail!

  1. 55

    AB Inbev, Amazon, McDonald’s and the Battle for the "Shaky Consumer"

    AB InBev has broken an 11-quarter volume slide by pivoting from brewery acquisitions to an "organic growth algorithm," concentrating 70% of its marketing on a few "megabrands." In Europe, retail sales have dipped 0.1% as energy shocks from the Iran conflict suppress consumer confidence. Meanwhile, Amazon has launched a massive price offensive in the UK, undercutting the "Big Four" on 65% of comparable grocery SKUs. Finally, McDonald’s and Burger King are leveraging value-based menu strategies to maintain volume amidst a tightening consumer economy. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  2. 54

    Coca-Cola’s Post-Inflation Growth Playbook

    Coca-Cola’s first-quarter results show a shift from price-led growth toward architecture-led growth. Organic revenue rose 10 percent, volume grew 3 percent, and EPS guidance improved, but the strategic signal is in pack design, affordability, cold availability, and occasion-based innovation. The 1.25-liter bottle and mini cans show how Coca-Cola is addressing pressured consumers without relying mainly on discounting. For FMCG leaders, the key question is whether growth is truly incremental or driven by cannibalization, subsidized loyalty, or stockpiling. The next RGM advantage will come from source-of-business clarity, disciplined pack roles, and precise execution.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  3. 53

    From Clubcard to Discounters: Who Owns Value Now?

    Tesco’s strong results, affluent shoppers moving into discounters, and the decline of traditional budget ranges. Tesco shows how modern retail advantage now comes from an integrated system of price, loyalty, media, digital fulfilment, AI, and premium own label. At the same time, higher-income consumers are becoming selectively frugal, saving on low-joy essentials while still spending on experiences and chosen indulgences. Meanwhile, explicit value tiers are shrinking because retailers increasingly deliver value through ecosystems rather than just cheap ranges. For FMCG leaders, value is not disappearing. It is becoming more personalised, data-led, and strategically contested.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  4. 52

    Inside the McCormick-Unilever Mega-Merger

    This week’s podcast examines the landmark $66 billion merger between Unilever’s food business and McCormick, a deal creating a $20 billion revenue "flavor powerhouse." Structured as a reverse Morris trust, the agreement sees Unilever pivoting toward beauty and personal care after a century in food, while McCormick significantly scales its global footprint. We also analyze Nestlé’s response to a 12-ton KitKat heist in Italy. By utilizing humor and viral engagement, Nestlé turned a supply chain crisis into a PR victory, providing key lessons for executives on brand voice, spontaneity, and the rising risks of cargo theft.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  5. 51

    Can a Focused Unilever Match P&G and L'Oréal?

    This episode analyzes Unilever’s potential divestiture of its food division, valued at over €30 billion, to McCormick & Company. This move would be a fundamental shift toward a pure-play beauty and personal care model, aimed at eliminating the "conglomerate discount" and matching the valuation multiples of peers like P&G. While the food division remains profitable with a 22.6% operating margin, its 2.5% growth lags behind the 4.7% seen in Personal Care. We benchmark Unilever’s RGM capabilities against L’Oréal and P&G, highlighting the role of AI in driving "Desire at Scale" and the risks of stranded costs during this massive transition.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  6. 50

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

    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

  7. 49

    Amazon bigger than Walmart, Carrefour's strategy and Nestle divestures

    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

  8. 48

    The End of Price-Led Growth

    This episode of FMCG Weekly examines the structural shift from price-led growth to Real Internal Growth (RIG) in 2026. With global volume growth stalling at 0.9% and private label penetration hitting 40%, the "pricing ceiling" has been reached. We analyze how leaders like PepsiCo, Nestlé, and Coca-Cola are utilizing "right-sizing" and occasion-based Price Pack Architecture (PPA) to drive volume. A key focus is the shift from gross promotional lift to "Source of Business" logic—decomposing volume into incrementality, cannibalization, and stockpiling—and the emergence of "failure rebates" in manufacturer-retailer negotiations to ensure mutual value creation.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  9. 47

    How to Survive Price Negotiations in 2026

    This episode of FMCG Weekly examines the evolution of price negotiations in 2026, focusing on the shift from cost-plus models to data-driven, category-focused strategies. Matilda, the A.I. host, provides a detailed analysis of best practices for senior executives, emphasizing the importance of quantifying shopper resilience and using switching models to project category growth. Through case studies involving Mars, Nestlé, and PepsiCo, the podcast illustrates the risks of protracted delistings and the power of brand equity. The text concludes with a strategic framework for C-suite leaders to navigate retailer relationships while securing essential margin adjustments in a post-inflationary market.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  10. 46

    Davos 2026 for FMCG: AI, Tariffs, and the New Consumer

    This week’s episode analyzes four critical themes from the World Economic Forum in Davos (Jan 19–23, 2026) and their implications for Revenue Growth Management. First, we examine the "AI Profitability Gap," emphasizing the need to move from operational efficiency to predictive pricing models. Second, we explore the "Fractured Economy," where declining brand loyalty necessitates a rigorous analysis of volume sources to avoid cannibalization. Third, we discuss the "Time over Price" shift, where convenience commands a premium over pure volume deals. Finally, we address the return of tariff volatility, highlighting the urgent need for agile, scenario-based pricing strategies to protect margins.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  11. 45

    Lidl, Hershey and Lindt’s 19% Price Hike

    This week’s episode analyzes three distinct strategies in the FMCG sector amidst high cocoa prices and inflation. We examine Lindt & Sprüngli’s robust financial results, where a 19% price increase drove 12.4% organic growth despite a significant drop in volume, highlighting the risks of premium pricing power. We contrast this with Hershey’s aggressive 20% marketing budget increase aimed at revitalizing its flagship brand and reducing reliance on seasonal sales. Finally, we discuss Lidl France’s strategic exit from TV advertising due to restrictive government regulations, signaling a major shift of ad spend toward digital platforms.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  12. 44

    The Victoria's Secret Trap: Why the Grocery Aisle Needs a Promo Reset

    Victoria’s Secret’s announced today a successful pivot to fewer discounts (+9% sales, improved margins). At the same time the grocery sector in the UK descended into a promotional price war to combat inflation. We analyze the "Post-Promotional Paradox" facing FMCG executives: as the post-COVID pricing power fades, the traditional reflex to buy volume with trade spend is losing steam. Citing data from Accuris and Circana, we explore how 94% of promotions fail to grow category value, often resulting in cannibalization and subsidization. We detail how leaders like Unilever and Nestlé are escaping this trap through "Zero-Based Planning" and innovation, while others struggle with the high costs of defending volume against Private Label.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  13. 43

    Retail Media Update: News, Trends, and Measurement Challenges

    The retail media landscape is facing a reality check, with optimism dropping due to difficulties in proving incremental sales. While retailers from Morrisons to Walmart rush to implement digital screens and AI-driven ad formats to boost commercial income, fatigue is setting in. In contrast, Costco succeeds by ignoring the hype, prioritizing membership value over monetization, and integrating media directly with merchandising. Meanwhile, FMCG manufacturers face a "jungle" of inconsistent metrics and isolated dashboards that prevent cross-retailer comparisons. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  14. 42

    Decision Framework for Christmas and End-of-Year Promotions

    In this special episode of FMCG Weekly, we unpack a structured decision‑framework for Christmas and end‑of‑year promotions tailored to FMCG senior executives. We cover twelve critical questions—from category expandability and market position to visibility, discount depth and supply‑chain readiness—to guide promotional strategy away from mere volume toward margin‑generating growth. By aligning mechanics with gifting and consumption missions, securing visibility, and using analytics (including Source of Business® decomposition), brands can protect equity, avoid value traps and win premium missions during the festive period. A disciplined, strategic approach turns the busiest window of the year into an opportunity, not a cost.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  15. 41

    Walmart’s CEO is Stepping Down. Here’s What Many Get Wrong About Its RGM Strategy

    With CEO Doug McMillon stepping down, we analyze the sophisticated RGM machine he built at Walmart. The "people-led, tech-powered" model, funded by its ad business, uses an EDLP strategy to build trust and create demand stability. This structurally avoids the "hidden costs" of "Subsidised Base" and "Stockpiling" that plague "Hi-Lo" rivals. Walmart's tiered private label portfolio—from "Great Value" to "Bettergoods"—is a masterclass in managing "Downgrading" and driving "Upgrading." New CEO John Furner signals a disciplined continuity of this data-driven strategy.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  16. 40

    9.4% Promo Spike in the UK, Red Bull's Antitrust Probe; The Italian Pasta War

    This week, UK grocery promotions surged 9.4% , a desperate move in a market where 94% of promos fail to add category value. This masks a "hidden cost" , as retailers like Asda see sales collapse 3.9% while shoppers flock to premium own-label. We also cover the EU antitrust probe into Red Bull, alleging it "misused its role as a category manager" to block rivals. Finally, we analyse the 107% "trade-killing" tariff on Italian pasta , and the explosive allegation that a competitor with Italian ties orchestrated the move. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  17. 39

    Kimberly-Clark’s acquires Kenvue: a Revenue Management Move

    Today, Kimberly-Clark announced it buys Kenvue. It is actually investing in a Revenue Management transformation. In this week’s episode, we unpack why this $48.7 billion deal isn’t about scale, but about injecting a disciplined Revenue Growth Management (RGM) engine into a very different commercial DNA. From pricing architecture and promotion ROI to pharmacy expansion and digital bundling, the stakes are high. Can Kimberly-Clark’s data-driven machine unlock more value from Tylenol, Listerine, and Neutrogena than Kenvue ever could? Or will it expose the limits of capability transfer? FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  18. 38

    The Halloween Hall of Promotional Horrors!

    In this ghoulishly good Halloween special of FMCG Weekly, we dig up five bone-chilling promo disasters that left profits six feet under — from Heinz’s saucy domain debacle to supermarket schemes that fed on their own categories like retail cannibals. But fear not, brave marketer! After the screams come the schemes: we share eight exorcism-level strategies to banish cannibalisation and raise your ROI from the dead. Armed with Accuris' monstrously massive benchmark database, this episode gives every FMCG exec the garlic, stakes, and data they need to survive the dark arts of trade planning. Because not every sales spike is a treat — some are tricks in disguise.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  19. 37

    Why Nestlé’s RGM Strategy Hit a Wall

    Nestlé is shedding 16,000 jobs to pivot from a pricing-led growth strategy to a data-driven, mix-optimized revenue model—abandoning brute-force RGM in favor of AI-powered capabilities and premium portfolio management. This transformation reflects a broader FMCG trend toward intelligent, leaner growth engines. Meanwhile, L’Oréal has acquired Kering’s beauty division, including the luxury fragrance brand Creed, in a €4 billion deal. Kering, facing mounting debt and Gucci underperformance, exits beauty to refocus on core fashion assets. For a full comparison of Nestlé, Unilever, Danone, and Mondelez’s RGM strategies and capabilities, visit: www.accuris.com/blogFMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  20. 36

    Seven Seconds to Win: Inside P&G’s Shelf Strategy

    This week's episode looks at how P&G is redefining brand relevance with a focus on the critical seven seconds at the shelf. Amazon is reshaping the grocery category with its expansive new private label, Amazon Grocery, targeting affordability without sacrificing quality. Meanwhile, Constellation Brands is responding to falling beer consumption with a sharp focus on price pack architecture and logistics optimization. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  21. 35

    Aldi Changes Its Branding Strategy: A Shift That Redefines Private Label

    Aldi is undertaking its most significant branding transformation in the U.S., moving from a fragmented “phantom brand” model to a unified, masterbrand-led architecture. With over 90% of its products being private label, Aldi will now put its name front and center, signaling trust, quality, and value. This pivot aligns with rising consumer confidence in private labels and positions Aldi to compete more directly with retail giants like Walmart and Kroger. The shift promises improved marketing efficiency and brand clarity but carries risks of reputational contagion and customer alienation. It’s a bold, strategic move tailored for growth in a high-stakes market. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  22. 34

    News from Amazon, Heineken, Haribo, and Asda

    This week’s episode of FMCG Weekly dives into Amazon’s exit from its UK Fresh stores and strategic pivot to online grocery. We examine Heineken’s $3.2 billion acquisition in Central America as a move to offset declining Western demand. Haribo’s laser focus on gummy production shows how single-product strategies can deliver scale and agility. Meanwhile, Asda’s upcoming supplier conference signals a potential wave of brand delistings, reminiscent of its earlier range culls. The episode provides deep strategic takeaways for senior FMCG leaders navigating retail disruption, channel shifts, and consumer behaviour changes across the globe. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  23. 33

    The Hidden Costs of Promotions

    The Accuris Source of Business® framework shifts promotion analytics from simplistic gross volume uplift to a richer, profit‑centred model. It reveals which sales are truly incremental—competitive switching, category expansion, upgrading—and which destroy value through subsidisation, cannibalisation, downgrading, or stock‑piling. Strategic application means designing promotional portfolios with distinct objectives (offensive vs defensive), tailored promotion mechanics, and segment‑based premiumisation strategies. Case studies show that businesses can stop losing margin under the guise of volume, improve net profit, and strengthen their position with retailers. Ultimately, the Source of Business® framework gives CPG leaders clarity: grow not just bigger, but smarter and more sustainable.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  24. 32

    Revenue Growth in a Cup: How Keurig and JDE Plan to Win

    This special edition of FMCG Weekly dives into Keurig Dr Pepper’s $18 billion acquisition of JDE Peet’s, a move that reshapes the global coffee and beverages categories and creates the largest pure-play coffee company. We explore the strategic implications of splitting into two focused businesses, assess the RGM opportunities through value-per-serve, premiumization, and smart promotions, and highlight Accuris’s perspective on zero-based revenue planning and the power of the “Source of Business (R)” methodology. This episode unpacks what this merger means for competition, pricing, and innovation—and why this could be a pivotal moment in FMCG revenue strategy.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  25. 31

    From Pricing Pivots to Snack Diplomacy: Kellanova, Hershey and Mondelez

    This week, FMCG Weekly explores Kellanova’s strategic pivot back to traditional pricing and promotions as volume growth returns, highlighting the company’s focus on flexible price-pack architecture and consumer-aligned activation. We analyze Europe’s renewed food inflation, driven by global volatility, labour cost hikes, climate impacts, and regulatory transitions. Finally, we go behind the scenes of Hershey and Mondelez’s secretive, technically challenging Reese’s-Oreo collaboration — a two-year project balancing brand integrity, ingredient complexities, and fan expectations. In 2025’s high-cost, cautious-consumer market, the ability to innovate while preserving brand equity and commercial discipline remains the ultimate competitive advantage.Read the related blog post on promotion subsidisation and how to avoid it on www.accuris.com. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  26. 30

    Cola Wars 2.0, Tesco’s Tech Takeover, and McDonald’s Value Crisis

    This week, the Cola Wars return as PepsiCo launches a prebiotic Pepsi and Coca-Cola unveils a cane sugar variant. Tesco celebrates five transformative years under Ken Murphy, achieving record market share, digital reinvention, and retail media leadership. Meanwhile, McDonald’s grapples with declining value perceptions and franchisee tensions amid inflation. Its $5 meal deal has revived traffic, but profitability concerns remain. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  27. 29

    Kraft Heinz’s Breakup Plan: What It Would Mean for UK & European FMCG

    Tpoday, the Wall Street Journal broke the news that Kraft Heinz potentially considers a demerger into two independent companies, a decade after its ill-fated merger. The condiments and sauces business, aligned with modern trends, would focus on growth and global expansion, while the grocery staples spin-off would manage mature brands for cash flow. This reflects the broader FMCG shift toward focus and agility over scale. European markets favor the Heinz-led condiments business, which could invest further in local innovation. Lessons for FMCG leaders: relevance beats scale, category focus is key, and revenue management must adapt to consumer and retailer dynamics.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  28. 28

    Del Monte, Unilever and Premiumization

    This week’s FMCG Weekly covers Del Monte’s Chapter 11 bankruptcy and sale process, amid a wave of CPG M&A activity. We examine how July is emerging as a major promotional season with Amazon, Walmart, and Target vying for shopper dollars. Unilever’s premiumization strategy also comes under the spotlight, with its $1.5 billion acquisition of Dr. Squatch. Finally, we discuss how data-driven, segment-based strategies turn premiumization into a measurable, profitable reality — defending standard share, growing premium, and driving super-premium margins. In today’s market, having credible data-backed plans is crucial to winning with retailers and growing category value.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  29. 27

    Punishment Juice and Price Pressures

    UK inflation slowed in May, yet food prices surged by 4.4%, intensifying pressure on low-income households and retailers. The Bank of England is expected to hold rates steady, but ongoing wage pressures and geopolitical risks keep the outlook uncertain. Value-seeking behaviour dominates, with 73% of shoppers trading down. Meanwhile, Kraft Heinz announced plans to remove artificial dyes from its US products by 2027, responding to regulatory and consumer health concerns. Marks & Spencer launched “Punishment Juice,” a new vegetable-based beverage with a disruptive name, highlighting ongoing innovation in health-focused FMCG. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  30. 26

    Special Edition: Stress Testing your 2026 Plan

    This episode explores a new approach for FMCG leaders preparing their 2026 commercial plans: stress testing. Inspired by financial risk models, stress testing helps you challenge assumptions, quantify vulnerabilities, and build contingency strategies before the year begins. We will show how to simulate downside scenarios—such as weak NPD performance, retailer pushback on pricing, or promo ROI shortfalls—and use the results to strengthen your plan. Whether you are in sales, marketing, or revenue growth management, this episode will give you practical tools to build a plan that can withstand real-world shocks.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  31. 25

    Private Labels, Pessimism, and Pricing Power

    This episode explores the shifting economic mood in Germany and other countries and its effects on consumer behavior. With rising pessimism and price sensitivity, brand loyalty is eroding while private labels gain ground. Lidl’s failed price war highlights the limits of discounting alone. Instead, brands must differentiate, communicate clearly, and understand shopper psychology. We also share strategic approaches to negotiating cost price increases with retailers, as discussed in our special edition from last week. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  32. 24

    Cost Price Increases: How to Win Over Retailers

    In this special edition, we explore how FMCG suppliers can navigate one of the industry’s toughest challenges: getting retailers to accept price increases. With input costs soaring and retailers pushing back, fewer than one in four suppliers recover their full requested increase. We present advanced, data-driven strategies—such as shopper segmentation, category value framing, and switching models—alongside five bold, experimental tactics including inflation-linked promo guarantees and failure rebates. The goal: shift the conversation from confrontation to collaboration. Whether you are renegotiating prices or defending margins, these approaches help reframe pricing as a strategic growth lever, not just a cost recovery exercise. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  33. 23

    AI Shopping, Inflation and Conjoint Analysis

    This week on FMCG Weekly, we explore the sharp rise in coffee prices in Germany, driven by climate-induced crop failures and surging import costs. Despite this, demand remains high. This puts the focus back on inflation and price elasticity. We spotlight the use of conjoint analysis in designing profitable pack-price architectures. Further this episode examines how ChatGPT is transforming online grocery shopping with real-time product recommendations and purchases. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  34. 22

    UK Inflation, Amazon Innovation, and the End of Copy-Paste Calendars

    This week on FMCG Weekly, we explore Amazon’s strategic launch of its first FMCG-focused promotion week in Germany, signaling a major push into everyday essentials and retail media. We also dive into Kraft Heinz’s ongoing strategic overhaul amid declining revenues and Berkshire Hathaway’s board exit. In the UK, inflation surges to 3.5% are reshaping consumer behavior and pressuring margins. Finally, we introduce the idea of a “Promo Reset”—a radical rethinking of FMCG promotional strategy that demands zero-based planning and a sharper focus on shopper-driven, data-informed value creation. It’s time to challenge the status quo of promotion planning.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  35. 21

    San Miguel’s Pricing Strategy, Asda’s Bold Format, Pringles’ Gamer Win, and the Great Promo Reset

    This week’s FMCG Weekly explores three pivotal stories. San Miguel’s UK retail prices soar after a production handover to AB InBev, driven by new duties and packaging taxes. Asda launches a standalone George store in Leeds, aiming to revamp non-food retail with expanded fashion and home ranges. Meanwhile, Pringles pioneers cultural marketing by embedding its brand within the gaming community, leveraging long-term credibility over short-term stunts. And finally the first part of our 3-part series on resetting promotion planning. Enjoy this episode and get ready for the 2026 planning season! FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  36. 20

    Walmart’s Store of the Future: Reinventing Value and Convenience

    Last week, Walmart opened its “Store of the Future” in Texas. The Supercenter showcases bold store redesigns, expanded departments, and app-enhanced shopping. Walmart is also expanding omnichannel delivery and leveraging ad revenue to offset margin pressures, with ad sales up 27% to $4.4 billion. Private labels like Bettergoods attract value-conscious and premium shoppers alike. Technology investments in AI and robotics optimize inventory and delivery. Personalized shopping experiences and health-focused assortments, such as Modern Soda and diabetes-friendly recipes, deepen customer engagement. Walmart’s strategy positions it as a leader in modern grocery retail, blending value, convenience, and advanced digital capabilities.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  37. 19

    Print, Power, P&G and Price Wars

    This week’s FMCG Weekly examines Procter & Gamble’s tariff-induced pricing strategy shifts, the retail industry’s resilience during a massive Iberian blackout, and compelling evidence from a Dutch study revealing the dangers of eliminating printed flyers. P&G’s $1.5 billion tariff burden has forced revised forecasts and aggressive mitigation plans. Meanwhile, backup generators proved vital for retailers like Lidl and Mercadona during Spain's power outage. Finally, the flyer study shows how cutting print can reduce spend, trip frequency, and loyalty—without digital making up the difference. The key message: operational readiness and shopper visibility remain critical in today’s volatile retail environment.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  38. 18

    Danone, Reckitt, Kimberly-Clark and the Art of Pricing

    Danone outperformed in Q1 with 4.3% sales growth driven by protein products in North America and booming demand for infant formula in China. Meanwhile, Reckitt reported a 1.4% sales dip due to underperforming peripheral businesses, though its core portfolio remains resilient. Amid global tariffs and rising input costs, FMCG brands are refining their pricing strategies. From Hermès’ confident hikes to Kimberly-Clark’s restraint, pricing has become both an art and science. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  39. 17

    Price Wars, Probiotics & Private Labels

    This week on FMCG Weekly, we cover the intensifying UK supermarket price war as Asda’s aggressive pricing prompts reactions from Tesco and possibly Sainsbury’s. Peroni Nastro Azzurro launches a frictionless loyalty program to drive premium beer sales. Müller acquires Biotiful Gut Health, betting big on kefir and functional foods. And Costco celebrates 30 years of its powerhouse Kirkland Signature brand, now accounting for a third of sales. We also spotlight Müller’s realignment strategy and price hike approach amid European market challenges. Tune in for data-backed insights and strategic developments shaping FMCG across the UK, Europe, and North America.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  40. 16

    Tariffs, Tech, and Tesco: A Volatile Week in FMCG

    This week’s FMCG Weekly unpacks the fallout from Trump’s new tariff wave, with German and European food exporters exposed to 10% tariffs now and bracing for a potential 20% hit in 90 days. We examine how firms like Develey and Beiersdorf are managing supply chain chaos while Tesco signals profit cuts amid looming UK supermarket price wars. Meanwhile, a P&G study with Harvard and Wharton reveals generative AI can boost team productivity by 12%, suggesting an innovation edge for tech-savvy FMCG players. The message is clear: agility, resilience, and tech adoption will define the winners in an increasingly volatile landscape. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  41. 15

    Aldi Retreats, Coke Advances, Ben & Jerry’s Rebels: A Week of FMCG Power Moves

    Aldi’s closure of its non-food online shop signals a pragmatic retreat from a structurally mismatched e-commerce model. As reported by Lebensmittel Zeitung, the venture never turned a profit, highlighting the growing pains of discounters in digital channels. Meanwhile, Coca-Cola continues to thrive through consistent marketing excellence, as Marketing Week's Mark Ritson outlines—balancing global strategy, local execution, and a powerhouse brand culture. In a more emotional story, Ben & Jerry’s co-founder Ben Cohen is seeking to buy back the brand from Unilever, per The Wall Street Journal, to preserve its social mission. Across all fronts, FMCG is evolving through reinvention.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  42. 14

    FMCG Weekly: Inflation, Coca-Cola, Danone and Dollar Tree

    In this week’s FMCG Weekly, we explore the multi-layered challenges and strategic pivots shaping global consumer goods. From the U.K.’s sticky inflation and the BOE’s cautious rate stance, to Coca-Cola’s bold innovations amid a retailer standoff in Germany, and Danone’s data-driven targeting of GLP-1 users in North America. We also spotlight Dollar Tree’s resurgence in the U.S., attracting middle-income shoppers and offloading Family Dollar to refocus on core strengths. With inflation, health trends, and retail dynamics intersecting, this episode unpacks how FMCG giants are leveraging agility, insights, and innovation to drive growth in a volatile landscape.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  43. 13

    Price War in the UK and the 95-year Rivalry between P&G and Unilever

    This week, we dive into the £3.5bn supermarket stock market sell-off as Asda triggers a price war. Plus, P&G strengthens its dominance over Unilever, while Unilever bets big on social-first marketing. What does this mean for FMCG brands and retailers? FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  44. 12

    Unilever’s New Strategies, Dunnes’ Promotion Success, and the Continued Rise of Private Labels

    Unilever is shifting its marketing focus to social media influencers, increasing its digital ad spend from 30% to 50%, while also accelerating food brand disposals, aiming to cut €800 million in costs. Meanwhile, Dunnes remains Ireland’s top grocer as shoppers embrace promotions amid inflation. Private labels continue their global rise, with over 53% of consumers preferring store brands due to price sensitivity and quality concerns. Brands must adapt to these shifting dynamics to stay competitive. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  45. 11

    Walgreens’ $10B Exit, Lindt’s Tariff Shift & Sainsbury’s Convenience Makeover

    Lindt is shifting its Canadian supply chain from the US to Europe to avoid new tariffs and align with the growing "Buy Canadian" movement. Walgreens is going private in a $10 billion deal with Sycamore Partners, hoping to revitalize its struggling retail pharmacy business. Meanwhile, Sainsbury’s is rolling out a new convenience store format with digital innovations, energy-efficient refrigeration, and an improved layout to cater to modern shopping habits.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  46. 10

    Unilever's CEO Shake-Up, Breakfast Promotions and P&G's use of AI in Advertising

    This week on FMCG Weekly, we cover Unilever’s shocking CEO change, the impact of promotions on Germany’s breakfast market, and Procter & Gamble’s AI-driven advertising strategy. Hein Schumacher exits Unilever despite strong financial results, with CFO Fernando Fernandez stepping in to accelerate transformation. In Germany, yogurt and sweet spreads thrive due to promotions, while traditional cereals decline. Meanwhile, P&G leverages AI for precise audience targeting, ad optimization, and cost-saving strategies, reshaping the role of marketing agencies. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  47. 9

    How Tesco, PepsiCo, and NYC Retailers Are Rethinking Value

    This week, FMCG Weekly examines key trends in global retail and pricing strategies. In New York, retailers are enhancing security, digital signage, and checkout experiences while refining omnichannel offerings. Meanwhile, Tesco is scaling back its Aldi Price Match, reflecting a shift from low-cost competition to perceived value. This mirrors a broader FMCG trend—companies like PepsiCo, Estée Lauder, and Clorox are adapting pack sizes, product formulations, and price tiers to meet changing consumer expectations. The key takeaway? Consumers aren’t just looking for lower prices—they want flexible, innovative, and high-value options tailored to their evolving spending habits.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  48. 8

    Q4 Earnings Reports Rising Commodity and Input Costs

    In this week's podcast, we delve into the latest developments among leading fast-moving consumer goods companies. Unilever is spinning off its ice cream division, including brands like Ben & Jerry's and Magnum, to focus on higher-margin beauty and wellness segments. Kraft Heinz is implementing price reductions to attract cost-conscious consumers. PepsiCo is addressing changing consumer preferences towards healthier snacks, impacting its North American sales volumes. Procter & Gamble is advancing its Supply Chain 3.0 initiative to achieve significant cost savings. Coca-Cola has raised prices across markets, boosting revenue despite some volume declines. Nestlé is increasing marketing investments to counter a slowdown in organic sales growth. Mondelez International is balancing price adjustments with targeted promotions to maintain market share. These strategies highlight the challenges and responses of FMCG companies in today's dynamic market.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  49. 7

    What Coca-Cola and Heineken Teach Us About Pricing and Consumer Behaviour

     This episode of FMCG Weekly dives into the latest earnings from Heineken and Coca-Cola, revealing key strategies driving their success. Despite inflation concerns, both giants exceeded expectations by leveraging premiumisation, strategic pricing, and non-alcoholic product growth. We also explore a striking consumer perception gap—people believe inflation is much higher than it actually is. What does this mean for FMCG brands? We break down how companies can balance pricing, maintain trust, and drive profitability in a shifting market. Tune in for insights on pricing power, consumer behaviour, and the future of brand positioning in a competitive landscape. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

  50. 6

    Kellogg’s Bold Moves, Marks & Spencer’s Comeback, and Hyperlocal Marketing

    This week on FMCG Weekly, we explore three key topics transforming the FMCG industry. Discover how Kellogg’s is reinventing breakfast with a bold £12 million campaign featuring Cornelius the Cockerel and innovative factory upgrades. Dive into an analysis of the 2024 stock market’s biggest winners and losers, including Marks & Spencer’s impressive comeback and Ocado’s ongoing challenges. Finally, learn about the rise of hyperlocal marketing, where brands are using technology and local insights to connect with diverse consumer markets. Tune in for the latest trends, strategies, and expert insights shaping the future of FMCG.FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

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ABOUT THIS SHOW

Welcome to FMCG Weekly, your go-to podcast for the most insightful trends and innovations in the fast-moving consumer goods and retail industries across the UK and Europe.Each week, we scan the latest news from the UK, France, Germany, the Benelux, Scandinavia, the US, and beyond, cutting through the noise to deliver the most relevant stories for industry experts and senior managers. A note about our voices: We use AI narration technology to bring you this content. Subscribe to FMCG Weekly today and never miss the trends driving the future of FMCG and retail!

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Accuris - Revenue Management Analytics for Fast Moving Consumer Goods Companies

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