FMCG Weekly

This week on FMCG Weekly, we cover the intensifying UK supermarket price war as Asda’s aggressive pricing prompts reactions from Tesco and possibly Sainsbury’s. Peroni Nastro Azzurro launches a frictionless loyalty program to drive premium beer sales. Müller acquires Biotiful Gut Health, betting big on kefir and functional foods. And Costco celebrates 30 years of its powerhouse Kirkland Signature brand, now accounting for a third of sales. We also spotlight Müller’s realignment strategy and price hike approach amid European market challenges. Tune in for data-backed insights and strategic developments shaping FMCG across the UK, Europe, and North America.

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

This week’s FMCG Weekly unpacks the fallout from Trump’s new tariff wave, with German and European food exporters exposed to 10% tariffs now and bracing for a potential 20% hit in 90 days. We examine how firms like Develey and Beiersdorf are managing supply chain chaos while Tesco signals profit cuts amid looming UK supermarket price wars. Meanwhile, a P&G study with Harvard and Wharton reveals generative AI can boost team productivity by 12%, suggesting an innovation edge for tech-savvy FMCG players. The message is clear: agility, resilience, and tech adoption will define the winners in an increasingly volatile landscape. 

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

Aldi’s closure of its non-food online shop signals a pragmatic retreat from a structurally mismatched e-commerce model. As reported by Lebensmittel Zeitung, the venture never turned a profit, highlighting the growing pains of discounters in digital channels. Meanwhile, Coca-Cola continues to thrive through consistent marketing excellence, as Marketing Week's Mark Ritson outlines—balancing global strategy, local execution, and a powerhouse brand culture. In a more emotional story, Ben & Jerry’s co-founder Ben Cohen is seeking to buy back the brand from Unilever, per The Wall Street Journal, to preserve its social mission. Across all fronts, FMCG is evolving through reinvention.

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

In this week’s FMCG Weekly, we explore the multi-layered challenges and strategic pivots shaping global consumer goods. From the U.K.’s sticky inflation and the BOE’s cautious rate stance, to Coca-Cola’s bold innovations amid a retailer standoff in Germany, and Danone’s data-driven targeting of GLP-1 users in North America. We also spotlight Dollar Tree’s resurgence in the U.S., attracting middle-income shoppers and offloading Family Dollar to refocus on core strengths. With inflation, health trends, and retail dynamics intersecting, this episode unpacks how FMCG giants are leveraging agility, insights, and innovation to drive growth in a volatile landscape.

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

This week, we dive into the £3.5bn supermarket stock market sell-off as Asda triggers a price war. Plus, P&G strengthens its dominance over Unilever, while Unilever bets big on social-first marketing. What does this mean for FMCG brands and retailers? 

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

Unilever is shifting its marketing focus to social media influencers, increasing its digital ad spend from 30% to 50%, while also accelerating food brand disposals, aiming to cut €800 million in costs. Meanwhile, Dunnes remains Ireland’s top grocer as shoppers embrace promotions amid inflation. Private labels continue their global rise, with over 53% of consumers preferring store brands due to price sensitivity and quality concerns. Brands must adapt to these shifting dynamics to stay competitive. 

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

Lindt is shifting its Canadian supply chain from the US to Europe to avoid new tariffs and align with the growing "Buy Canadian" movement. Walgreens is going private in a $10 billion deal with Sycamore Partners, hoping to revitalize its struggling retail pharmacy business. Meanwhile, Sainsbury’s is rolling out a new convenience store format with digital innovations, energy-efficient refrigeration, and an improved layout to cater to modern shopping habits.

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

This week on FMCG Weekly, we cover Unilever’s shocking CEO change, the impact of promotions on Germany’s breakfast market, and Procter & Gamble’s AI-driven advertising strategy. Hein Schumacher exits Unilever despite strong financial results, with CFO Fernando Fernandez stepping in to accelerate transformation. In Germany, yogurt and sweet spreads thrive due to promotions, while traditional cereals decline. Meanwhile, P&G leverages AI for precise audience targeting, ad optimization, and cost-saving strategies, reshaping the role of marketing agencies. 

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

This week, FMCG Weekly examines key trends in global retail and pricing strategies. In New York, retailers are enhancing security, digital signage, and checkout experiences while refining omnichannel offerings. Meanwhile, Tesco is scaling back its Aldi Price Match, reflecting a shift from low-cost competition to perceived value. This mirrors a broader FMCG trend—companies like PepsiCo, Estée Lauder, and Clorox are adapting pack sizes, product formulations, and price tiers to meet changing consumer expectations. The key takeaway? Consumers aren’t just looking for lower prices—they want flexible, innovative, and high-value options tailored to their evolving spending habits.

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

In this week's podcast, we delve into the latest developments among leading fast-moving consumer goods companies. Unilever is spinning off its ice cream division, including brands like Ben & Jerry's and Magnum, to focus on higher-margin beauty and wellness segments. Kraft Heinz is implementing price reductions to attract cost-conscious consumers. PepsiCo is addressing changing consumer preferences towards healthier snacks, impacting its North American sales volumes. Procter & Gamble is advancing its Supply Chain 3.0 initiative to achieve significant cost savings. Coca-Cola has raised prices across markets, boosting revenue despite some volume declines. Nestlé is increasing marketing investments to counter a slowdown in organic sales growth. Mondelez International is balancing price adjustments with targeted promotions to maintain market share. These strategies highlight the challenges and responses of FMCG companies in today's dynamic market.

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