The CPG Guys are joined in this episode by returning guest Nik Modi, Co-Head of Global Consumer & Retail Research at RBC Capital Markets.

In this episode, Nik discusses his recent communication equity research newsletter called “Attention CPG Management/Boards: It’s Time to Cut EPS Significantly”

Nik argues that cutting numbers significantly would not only provide a floor on valuations, but also provide ample flex for investments that are critically needed, especially in marketing, innovation, supply chain and AI talent/capabilities.

Follow Nik Modi on LinkedIn at: https://www.linkedin.com/in/nik-modi-675926/

Follow RBC Capital Markets on LinkedIn at: https://www.linkedin.com/company/rbc-capital-markets/

Follow RBC Capital online at: https://www.rbccm.com/en/

To read Nick’s letter go here: https://www.linkedin.com/posts/cpgpodcast_growth-activity-7320215173019942913-wRRY?utm_source=share&utm_medium=member_ios&rcm=ACoAAAAB-1kB_qphpg7T2qlI24Zz4i_8wB0zMTI

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com

Subscribe to Chain Drug Review here: https://chaindrugreview.com/
Subscribe to Mass Market Retailers here: https://massmarketretailers.com/

DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.

CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual’s use of, reference to, or inability to use this podcast or the information we presented in this podcast.