Podcast artwork
The CPG Guys
Live from CAGNY 2025 with RBC Capital Markets' Nik Modi
Peter V.S. Bond & Sri Rajagopalan • News, Marketing, Business
Peter V.S. Bond & Sri Rajagopalan • News, Marketing, Business
Why is no one at CAGNY talking about retail media?

Episode Summary

The CPG Guys interview RBC Capital Markets' Managing Director Nik Modi at the 2025 Consumer Analyst Group of New York conference in Orlando FL.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/Nik’s thoughts heading into CAG... Show More... Show More

Chapters

  • Volume declines hitting CPG brands
  • Orlando, we have a (financial commitment) problem
  • Product efficacy investment vs. marketing investment
  • The world of Coca-Cola
  • Where is revenue growth going to come from?
  • What’s the deal with private label?
  • Why is no one at CAGNY talking about retail media?
  • Is omnichannel still important?
  • Is M&A the only road to short-term growth?
  • Are layoffs the way that brands cut costs and make ebita?
  • Are venture capital & private equity markets rebounding?
  • What don’t CMOs understand social media?
  • The impact of GLP-1 on food & beverage
  • Consistency in the age of uncertainty

    • Clips

      No results
    Podcast artwork
    Why is no one at CAGNY talking about retail media?
    The CPG Guys
    00:00
    --:--