Growth, Brands, and More is the FMCG Growth Operating System in newsletter and podcast form. Hosted by Filiberto Amati. Guests are operators, not theorists from Heineken, Diageo, Coca-Cola, Unilever, P&G, Danone, and more
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 426 | Founded | 4 years ago | Last Issue | 8 hours ago |
| Active | |||||
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filibertoamati.comLatest Issues
Mondelēz will Not Commit To Volume
Q3 2026: 380 bps of gross margin gained, half reinvested to buy volume. Management committed to 2027 earnings, not to revenue.
Mondelēz added 380 basis points of adjusted gross margin in the third quarter of 2026 and kept less than half. T...
Nobody Is Selling Beer Anymore
AB InBev, Heineken and Carlsberg Q3 2026: three ways to grow without the beer drinker
Carlsberg now sells more soft drinks than beer in Western Europe.
Rémy Cointreau’s Best Number Is Its Weakest
Q2 FY27: Cognac up 12.4% organic, Liqueurs & Spirits down 7.4%. Read the two numbers the other way round.
Rémy Cointreau shipped 16% more cognac in the first half of FY27 and lost 5.7% on price and mix.
Danone Broke Its Own Volume Paradigm
Q3 2026: like-for-like sales up 4.0%. Price delivered 3.6 points. Volume and mix delivered 0.4.
Danone’s third-quarter beat was driven by price, and most of its volume shortfall was made in its own plants.
Short-Term Earnings Have Zero Correlation With Value | Konstantinos Apostolatos
Konstantinos Apostolatos on Fixing FMCG Growth: Focus, Better Decisions, and a New Advisory Model
Konstantinos Apostolatos has spent more than 30 years advising FMCG leadership teams worldwide and recently founded Enlighten Advi...
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I'm a father, advisor, mentor, + lifetime holder of minority opinions
Dr. MARCO BEVOLO, PhD, Professor, Design Futures, at World University of Design. He is a Philips Design Alumni, 1999-2009. He is Advisory Board Member at ISISUF, Milan.
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