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 | 392 | Founded | 4 years ago | Last Issue | 2 days ago |
| Active | |||||
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filibertoamati.comLatest Issues
Berkshire Walked Away From Constellation
Is this an M&A signal? Other investors are uneasy about the company’s results.
STZ is down 53% from its high. Six analysts have cut price targets since June. Berkshire Hathaway and Wellington Management already sold. Divesting the wine bus...
Barclays GCSC 2026: The Gap Is the Strategy
Same freight bill, same K-shaped consumer, different outcomes.
Spot trucking rates in certain US lanes are up to 40% higher than they were a year ago.
Barclays GCSC 2026: One Brand, 60% of the Damage
Eight companies, one stage, one failure mode repeating.
One brand accounted for 60% of Kraft Heinz’s total share losses in the first half of the year.
Barclays GCSC 26: The Barbell Beats the Middle
Six companies, one stage, one pattern hiding in plain sight.
Unilever recently posted its highest volume growth rate in 15 years. Not sales growth. Volume. Actual units moving off shelves, in a category most boards still call saturated. An...
The Meeting Where Nobody Says the Real Number
Fear disguises itself as prudence in FMCG leadership rooms more often than anyone admits.
Every leadership team has a version of this meeting. The quarter came in soft. The room is full. Nobody says the number that actually explains what h...
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The writers behind this newsletter.
I'm a father, advisor, mentor, + lifetime holder of minority opinions
Todd has held senior roles at organizations focused on converting business analytics into positive outcomes in markets around the globe and supporting academic research at leading universities. Learn more at: https://www.linkedin.com/in/toddkirk/
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