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

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FMCG Weekly

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

November 14, 2025 • Accuris - Revenue Management Analytics for Fast Moving Consumer Goods Companies • Season 1 • Episode 39

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