Growth, Brands and More
Filiberto Amati, Ralph TalmontGrowth, 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 | 336 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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filibertoamati.comLatest Issues
The R&D Budget Is Not a Growth Signal. We Checked.
34 FMCG companies, 365 company-years, 2016 to 2025. The correlation between R&D intensity and organic growth: zero.
Zero. That is the correlation between how much a consumer goods company spends on research, as a share of revenue, and how...
Beyond Carbon | Adam Pawelas | Part 2
What if sustainability needed to go beyond Carbon management to become a strategy?
In this episode, Adam discusses sustainability in FMCG, with an emphasis on localised water risk management. He touches on technologies for water efficiency...
The pricing era had ended. PepsiCo needed an activist to admit it.
PepsiCo cut Doritos prices by up to 15 percent. That single decision defines Q2 2026.
Two years of price-led growth ended in one quarter. PepsiCo made it official on July 9, 2026, when it reported Q2 results, celebrating a volume recovery...
Price Is Dead. Volume Is Dead.
General Mills Just Told Every FMCG Board What Comes Next
FY26: net sales down 5%. Operating profit down 16%. Both levers broken. And a $3 billion cost mandate that only neutralises inflation.
What Constellation Brands Just Told the Entire FMCG Industry
Shrinking for Growth is not fun but it works
Revenue down 3%. EPS up 31%. Operating margin 34.7%. That is Constellation Brands’ Q1 FY27, and it is the clearest signal any FMCG operator will get this year.
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I'm a father, advisor, mentor, + lifetime holder of minority opinions
Communicator and catalyst. Maker of books. Visual wordsmith. Community builder. If it's the creative industry, I've probably tried my hand at it.
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