FMCG Weekly

Nestlé is shedding 16,000 jobs to pivot from a pricing-led growth strategy to a data-driven, mix-optimized revenue model—abandoning brute-force RGM in favor of AI-powered capabilities and premium portfolio management. This transformation reflects a broader FMCG trend toward intelligent, leaner growth engines. Meanwhile, L’Oréal has acquired Kering’s beauty division, including the luxury fragrance brand Creed, in a €4 billion deal. Kering, facing mounting debt and Gucci underperformance, exits beauty to refocus on core fashion assets. 
For a full comparison of Nestlé, Unilever, Danone, and Mondelez’s RGM strategies and capabilities, visit: www.accuris.com/blog

FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

This week's episode looks at how P&G is redefining brand relevance with a focus on the critical seven seconds at the shelf. Amazon is reshaping the grocery category with its expansive new private label, Amazon Grocery, targeting affordability without sacrificing quality. Meanwhile, Constellation Brands is responding to falling beer consumption with a sharp focus on price pack architecture and logistics optimization. 

FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

Aldi is undertaking its most significant branding transformation in the U.S., moving from a fragmented “phantom brand” model to a unified, masterbrand-led architecture. With over 90% of its products being private label, Aldi will now put its name front and center, signaling trust, quality, and value. This pivot aligns with rising consumer confidence in private labels and positions Aldi to compete more directly with retail giants like Walmart and Kroger. The shift promises improved marketing efficiency and brand clarity but carries risks of reputational contagion and customer alienation. It’s a bold, strategic move tailored for growth in a high-stakes market. 

FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

This week’s episode of FMCG Weekly dives into Amazon’s exit from its UK Fresh stores and strategic pivot to online grocery. We examine Heineken’s $3.2 billion acquisition in Central America as a move to offset declining Western demand. Haribo’s laser focus on gummy production shows how single-product strategies can deliver scale and agility. Meanwhile, Asda’s upcoming supplier conference signals a potential wave of brand delistings, reminiscent of its earlier range culls. The episode provides deep strategic takeaways for senior FMCG leaders navigating retail disruption, channel shifts, and consumer behaviour changes across the globe. 

FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

The Accuris Source of Business® framework shifts promotion analytics from simplistic gross volume uplift to a richer, profit‑centred model. It reveals which sales are truly incremental—competitive switching, category expansion, upgrading—and which destroy value through subsidisation, cannibalisation, downgrading, or stock‑piling. Strategic application means designing promotional portfolios with distinct objectives (offensive vs defensive), tailored promotion mechanics, and segment‑based premiumisation strategies. Case studies show that businesses can stop losing margin under the guise of volume, improve net profit, and strengthen their position with retailers. Ultimately, the Source of Business® framework gives CPG leaders clarity: grow not just bigger, but smarter and more sustainable.

FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

This special edition of FMCG Weekly dives into Keurig Dr Pepper’s $18 billion acquisition of JDE Peet’s, a move that reshapes the global coffee and beverages categories and creates the largest pure-play coffee company. We explore the strategic implications of splitting into two focused businesses, assess the RGM opportunities through value-per-serve, premiumization, and smart promotions, and highlight Accuris’s perspective on zero-based revenue planning and the power of the “Source of Business (R)” methodology. This episode unpacks what this merger means for competition, pricing, and innovation—and why this could be a pivotal moment in FMCG revenue strategy.

FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

This week, FMCG Weekly explores Kellanova’s strategic pivot back to traditional pricing and promotions as volume growth returns, highlighting the company’s focus on flexible price-pack architecture and consumer-aligned activation. We analyze Europe’s renewed food inflation, driven by global volatility, labour cost hikes, climate impacts, and regulatory transitions. Finally, we go behind the scenes of Hershey and Mondelez’s secretive, technically challenging Reese’s-Oreo collaboration — a two-year project balancing brand integrity, ingredient complexities, and fan expectations. In 2025’s high-cost, cautious-consumer market, the ability to innovate while preserving brand equity and commercial discipline remains the ultimate competitive advantage.

Read the related blog post on promotion subsidisation and how to avoid it on www.accuris.com. 

FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

This week, the Cola Wars return as PepsiCo launches a prebiotic Pepsi and Coca-Cola unveils a cane sugar variant. Tesco celebrates five transformative years under Ken Murphy, achieving record market share, digital reinvention, and retail media leadership. Meanwhile, McDonald’s grapples with declining value perceptions and franchisee tensions amid inflation. Its $5 meal deal has revived traffic, but profitability concerns remain. 

FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

Tpoday, the Wall Street Journal broke the news that Kraft Heinz potentially considers a demerger into two independent companies, a decade after its ill-fated merger. The condiments and sauces business, aligned with modern trends, would focus on growth and global expansion, while the grocery staples spin-off would manage mature brands for cash flow. This reflects the broader FMCG shift toward focus and agility over scale. European markets favor the Heinz-led condiments business, which could invest further in local innovation. Lessons for FMCG leaders: relevance beats scale, category focus is key, and revenue management must adapt to consumer and retailer dynamics.

FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

This week’s FMCG Weekly covers Del Monte’s Chapter 11 bankruptcy and sale process, amid a wave of CPG M&A activity. We examine how July is emerging as a major promotional season with Amazon, Walmart, and Target vying for shopper dollars. Unilever’s premiumization strategy also comes under the spotlight, with its $1.5 billion acquisition of Dr. Squatch. Finally, we discuss how data-driven, segment-based strategies turn premiumization into a measurable, profitable reality — defending standard share, growing premium, and driving super-premium margins. In today’s market, having credible data-backed plans is crucial to winning with retailers and growing category value.

FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management