Reletter
Artwork for Growth, Brands and More

Growth, Brands and More

Filiberto Amati, Todd Kirk
Tens of paid subscribers

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

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Substack
PricingFreemiumPublishesDaily
Issues403Founded4 years agoLast Issue3 days ago
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filibertoamati.com
Artwork for Growth, Brands and More

Latest Issues

PepsiCo Is Reversing Itself

Organic growth reached 3.1%. Constant currency profit guidance fell to 1% to 2%.

PepsiCo’s third quarter looks like a recovery until you find the $178 million tariff refund sitting inside operating profit. That one item changes how to read...

3 days ago
1
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Beyond Beer, Still One Country

Constellation beat Q2 estimates and the stock fell 4.5% after hours. Beer depletions: down 0.6%.

Constellation Brands shipped 5.5% more beer in its second quarter than a year earlier, and its distributors sold 0.6% less. That six-point gap...

4 days ago
1
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Sensory Research, Semiotics & GLP-1 | Pippa Bailey

Sensory Research, Semiotics & GLP-1: How Consumer Insights Are Changing CPG Innovation?

Host Filiberto interviews Pippa Bailey, Head of Strategy and Innovation at CRG Global, about her career in sensory and consumer psychology, resear...

7 days ago
4

Your Supply Chain Is Built for 2019

Brent near $99. Aluminium tariffs at 50%. Late vessels 6.81 days behind schedule. None of it was in the design.

Brent crude averaged $64.21 a barrel in 2019, and most CPG supply chains still run on that year's assumptions.

8 days ago
2
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The Smaller Partner Just Reported

McCormick Q3: adjusted operating income up 22%, adjusted EPS up 1%. The Unilever Foods deal changes what both numbers mean.

McCormick’s third quarter is a clean result from the smaller half of the company it is about to become. Unilever Fo...

10 days ago
1
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Authors

The writers behind this newsletter.

  • Filiberto Amati

    I'm a father, advisor, mentor, + lifetime holder of minority opinions

  • Todd Kirk

    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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