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FMCG Weekly

Accuris - Revenue Management Analytics for Fast Moving Consumer Goods Companies

44 episodes

1 month ago

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...

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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...

Show more...

Episodes (20/44)

FMCG Weekly

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...

1 month ago

16 minutes

FMCG Weekly

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...

1 month ago

14 minutes

FMCG Weekly

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 ...

1 month ago

19 minutes

FMCG Weekly

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...

1 month ago

22 minutes

FMCG Weekly

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...

1 month ago

17 minutes

FMCG Weekly

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,...

2 months ago

13 minutes

FMCG Weekly

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 ...

2 months ago

9 minutes

FMCG Weekly

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...

2 months ago

9 minutes

FMCG Weekly

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...

2 months ago

10 minutes

FMCG Weekly

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...

3 months ago

8 minutes

FMCG Weekly

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...

3 months ago

10 minutes

FMCG Weekly

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...

3 months ago

8 minutes

FMCG Weekly

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...

4 months ago

10 minutes

FMCG Weekly

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-...

5 months ago

10 minutes

FMCG Weekly

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 leadership. Meanwhile, McDonald’s grapples with declining value perceptions and franchisee tensions amid inflation. Its $5 meal deal has revived traffic, but profitability concerns remain. FMCG Weekly - News and trends curated by Accuris, the lead...

5 months ago

14 minutes

FMCG Weekly

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 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 and agility over scale. European markets favor the Heinz-led condiments business, which could in...

5 months ago

10 minutes

FMCG Weekly

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. Unilever’s premiumization strategy also comes under the spotlight, with its $1.5 billion acquisition of Dr. Squatch. Finally, we discuss how data-driven, segment-based strategies turn premiumization into a measurable, profitable reality — defending standa...

6 months ago

11 minutes

FMCG Weekly

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 uncertain. Value-seeking behaviour dominates, with 73% of shoppers trading down. Meanwhile, Kraft Heinz announced plans to remove artificial dyes from its US products by 2027, responding to regulatory and consumer health concerns. Marks & Spencer lau...

6 months ago

10 minutes

FMCG Weekly

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 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 shortfalls—and use the results to strengthen your plan. Whether you are in sales, marketing, or reven...

6 months ago

22 minutes

FMCG Weekly

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 war highlights the limits of discounting alone. Instead, brands must differentiate, communicate clearly, and understand shopper psychology. We also share strategic approaches to negotiating cost price increases with retailers, as discussed in our special ...

6 months ago

9 minutes