Reletter
Artwork for Growth, Brands and More

Growth, Brands and More

Filiberto Amati
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
Issues374Founded4 years agoLast Issue8 days ago
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filibertoamati.com
Artwork for Growth, Brands and More

Latest Issues

Nobody Wants Your Product. They Want to Not Think About a Problem.

A mother buying dinner for a fussy toddler is not thinking about nutrition. She is thinking about getting through the next forty minutes without a fight.

Most brand strategy in this category gets that backwards. It leads with the nutrition...

8 days ago
3

Suntory Cancelled a Maturation Facility.

That Is the Real Guidance.

H1 2026: group revenue up 7.1%. Alcoholic beverages operating income down 24.6%.

10 days ago
1
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Olivier Rouche: a spirits industry veteran on RTDs and trends

What is happening in Spirits? Why are RTDs growing while the rest of the categories are not?

Filiberto hosts a discussion with Chris Maffeo and spirits veteran Olivier Rouche. Olivier recounts his 35 years at Pernod Ricard in commercial st...

15 days ago
2

Every Lever Makes It Worse

Molson Coors Lost 7.3% of US Shipments in the Quarter a Home World Cup Started.

Q2 2026: net sales down 3.6% in constant currency to $3,096.5 million. Financial volume down 5.4%. Net sales per hectolitre up 2.3%. Underlying pre-tax income...

15 days ago
1
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Bought to Be Sold

KDP Spent $18 Billion on Coffee and Plans to Spin Coffee Off in Early 2027.

Q2 2026: reported net sales up 75.6% to $7.31 billion, legacy operations up 7.3%, adjusted operating margin of 20.2%. The first consolidated quarter with JDE Peet’...

16 days ago
1
Paid

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Authors

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  • Filiberto Amati

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

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