FMCG Weekly

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...

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 di...

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 highl...

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...

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, bu...

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...

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, segm...

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...

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 shor...

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 stra...

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—...

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 g...

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. Finall...

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, leve...

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 investm...

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...

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...

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...

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 reveal...

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 gl...

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-...

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

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 pri...

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 refr...

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 ce...