FMCG Weekly
by Accuris - Revenue Management Analytics for Fast Moving Consumer Goods Companies
Is this your podcast?Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Total monthly reach
Estimated from 10 chart positions in 10 markets.
By chart position
- 🇩🇪DE · Marketing#1335K to 30K
- 🇰🇷KR · Marketing#4830K to 100K
- 🇧🇷BR · Marketing#1521K to 10K
- 🇳🇱NL · Marketing#2001K to 10K
- 🇳🇴NO · Marketing#3110K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
33K to 122K🎙 ~2x weekly·53 episodes·Last published 5d ago - Monthly Reach
Unique listeners across all episodes (30 days)
67K to 243K🇰🇷41%🇩🇪12%🇳🇴12%+7 more - Active Followers
Loyal subscribers who consistently listen
37K to 134K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
Recent episodes
AB Inbev, Amazon, McDonald’s and the Battle for the "Shaky Consumer"
May 7, 2026
11m 44s
Coca-Cola’s Post-Inflation Growth Playbook
Apr 29, 2026
14m 09s
From Clubcard to Discounters: Who Owns Value Now?
Apr 18, 2026
18m 10s
Inside the McCormick-Unilever Mega-Merger
Mar 31, 2026
14m 10s
Can a Focused Unilever Match P&G and L'Oréal?
Mar 23, 2026
15m 31s
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 5/7/26 | 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... | 11m 44s | ||||||
| 4/29/26 | 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... | 14m 09s | ||||||
| 4/18/26 | 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 increas... | 18m 10s | ||||||
| 3/31/26 | 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... | 14m 10s | ||||||
| 3/23/26 | 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 cap... | 15m 31s | ||||||
| 3/4/26 | 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.... | 13m 19s | ||||||
| 2/20/26 | 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 ... | 10m 44s | ||||||
| 2/12/26 | 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 vol... | 7m 16s | ||||||
| 1/30/26 | 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... | 17m 26s | ||||||
| 1/23/26 | 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 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... | 11m 14s | ||||||
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| 1/16/26 | 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 Fr... | 13m 25s | ||||||
| 12/5/25 | 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-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 resu... | 16m 12s | ||||||
| 11/29/25 | 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 metri... | 14m 04s | ||||||
| 11/18/25 | 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 ... | 19m 09s | ||||||
| 11/14/25 | 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 Jo... | 22m 18s | ||||||
| 11/13/25 | 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 t... | 17m 04s | ||||||
| 11/3/25 | 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,... | 13m 52s | ||||||
| 10/30/25 | 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 ... | 9m 06s | ||||||
| 10/20/25 | 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... | 9m 19s | ||||||
| 10/10/25 | 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 indep... | 10m 13s | ||||||
| 10/3/25 | 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 e... | 8m 42s | ||||||
| 9/24/25 | 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... | 10m 42s | ||||||
| 9/23/25 | 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 premi... | 8m 57s | ||||||
| 8/25/25 | 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 Busines... | 10m 46s | ||||||
| 8/9/25 | 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-... | 10m 10s | ||||||
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Chart Positions
10 placements across 10 markets.
Chart Positions
10 placements across 10 markets.