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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!
Episodes
31 episodes
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 Eu...
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10:10
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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 ...
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Season 1
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Episode 28
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14:37
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...
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Season 1
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Episode 27
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10:51
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. Un...
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Season 1
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Episode 26
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11:28
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 u...
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Season 1
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Episode 25
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10:17
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 stra...
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Season 1
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Episode 24
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22:30
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 wa...
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Season 1
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Episode 23
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9:45
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 re...
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Season 1
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Episode 22
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11:23
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...
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Season 1
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Episode 21
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9:22
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 ami...
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Season 1
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Episode 20
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11:35
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...
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Season 1
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Episode 19
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10:03
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 ma...
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Season 1
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Episode 18
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8:51
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 ...
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Season 1
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Episode 17
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11:27
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 c...
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Season 1
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Episode 16
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8:26
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...
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Season 1
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Episode 15
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10:10
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 ma...
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Season 1
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Episode 14
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7:39
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 dig...
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Season 1
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Episode 13
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8:18
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 standof...
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Season 1
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Episode 12
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11:36
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...
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Season 1
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Episode 11
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8:07
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 gr...
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Season 1
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Episode 10
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5:27
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 struggl...
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6:33
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 result...
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8:25
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 ...
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7:30
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 bea...
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Season 1
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Episode 6
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10:28
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, s...
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Season 1
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Episode 5
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5:44