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/

We Ask Nik about these topics:

1. Volume Growth projections universally flat…what’s up?
2. Price Points & Inflation…how can revenue grow?
3. Private Label no one is talking about it?
4. Omnichannel - is the trend over?
5. Retail Media not mentioned?
6. Assortment mix - is innovation pipeline driving inefficient y of profitability?
7. Everyone talks M&A…where is the organic growth?
8. Focus on EBITA growth without volume growth…are layoffs imminent?
9. GLP-1
10. What is geopolitical uncertainty causing brands to do?

To learn more about CAGNY, click here: https://consumeranalystgroupny.com/

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LA fire relief : https://www.directrelief.org/ (always research before giving)

Apply to join the Cornell retail media program https://ecornell.cornell.edu/certificates/marketing/retail-media-strategy/?utm_source=cpg+guys&utm_medium=multi-channel_campaign&utm_campaign=mktgstrat_Retail+Media+Strategy+-+CPG+Guys

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