𝗛𝗼𝘄 𝗦𝗵𝗿𝗶𝗻𝗸 𝗳𝗼𝗿 𝗚𝗿𝗼𝘄𝘁𝗵 𝗶𝘀 𝗰𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝗦𝗽𝗶𝗿𝗶𝘁𝘀?
𝗧𝗵𝗲 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗦𝗶𝗹𝗲𝗻𝘁𝗹𝘆 𝗥𝗲𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗗𝗿𝗶𝗻𝗸𝘀 𝗘𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺
My second time‼️
I was a guest on.....
... The MAFFEO DRINKS Podcast!
Chris is asking all the right questions:
Are Big corporations breaking up?
↳But not because they're broken.
↳Scale now creates bloat, not strength.
↳Shareholders want profits, not portfolios.
Do we believe in their mantra?
→Shrink. Specialise. Win smaller, faster.
In recent weeks and months:
→Campari Group sold Cinzano and Frattina to Gruppo Caffo 1915
→Pernod Ricard sold Imperial Blue to Tilaknagar Ind.
→Diageo sold S.Vittoria d'Alba's plant to NewPrinces Group
We talked about:
→ 𝘌𝘤𝘰𝘯𝘰𝘮𝘪𝘦𝘴 𝘰𝘧 𝘴𝘤𝘰𝘱𝘦 is the new:
→ 𝘌𝘤𝘰𝘯𝘰𝘮𝘪𝘦𝘴 𝘰𝘧 𝘴𝘤𝘢𝘭𝘦
In spirits, the shake-up is just beginning.
↳Legacy giants like Diageo face new pressures.
↳They just replaced their CEO after 24+ months.
↳After BF, is Pernod Ricard restructuring as well?
Mid-tier challengers are snapping up niche brands.
And they're not playing by old FMCG rules.
And we also chatted about:
↳If an overnight success takes 20 years...
↳So why act like it's a quarterly game?
↳That's an apparent strategic mistake.
We also chatted about public vs private:
↳Public companies must feed the market machine.
↳Private players can afford to be patient.
↳That's why family-run distilleries are thriving.
↳They think in decades, not quarters.
And they're not afraid to hold the line
while bigger firms cut to please investors.
Listen to this episode to get our view on:
→Should we expect more carve-outs?
→Should we expect more consolidation?
Here is the link:
https://tr.ee/E103
#FMCG #strategy #shrinkforgrowth
___________
♻️ Share, comment, and follow me for more FMCG Growth Strategy.
👋 I am Filiberto, and I am Allergic to Fluff.
Clients seek me when they need clarity, direction, and impact.