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
48 episodes
When Price Increases Stop Working
In 2026, FMCG growth is shifting from broad price increases to a multi-lever RGM approach. Prices can still rise, but investor and retailer scrutiny now targets mix quality, volume resilience, and brand trust. Winning strategies prioritize Real...
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20:11
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 fo...
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Season 2
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Episode 3
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17:26
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 ope...
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Season 2
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Episode 2
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11:14
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 signif...
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Season 2
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Episode 1
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13:25
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-Pro...
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Season 1
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Episode 44
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16:12
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 commerc...
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Season 1
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Episode 43
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14:04
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...
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19:09
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 structur...
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Season 1
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Episode 39
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22:18
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. W...
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Season 1
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Episode 38
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17:04
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 M...
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13:52
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 can...
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Season 1
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Episode 38
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9:06
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 reflec...
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Season 1
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Episode 37
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9:19
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 affordabili...
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Season 1
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10:13
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 na...
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8:42
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...
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10:42
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 wh...
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8:57
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 ...
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10:46
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
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