Skip to content
Artwork for FMCG Weekly
FMCG Weekly · July 30 · 11 min

FMCG Q2 Results: Five Patterns That Matter

Q2 results confirm that FMCG's growth engine has shifted from price to volume, with Unilever posting its best volume quarter since 2010 and Coca-Cola growing unit cases five percent. But the funding differs sharply. Most companies finance volume through productivity programmes, Coca-Cola and L'Oréal self-fund through brand strength, while Essity trades value for volume. PepsiCo's failed American price cuts prove that discounts alone do not create demand. With the consumer world split between a squeezed America and buoyant emerging markets, volume quality, not quantity, is the industry's new scoreboard. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

0:00-11:48

transcript

No transcript — this publisher did not publish one.

show notes

Q2 results confirm that FMCG's growth engine has shifted from price to volume, with Unilever posting its best volume quarter since 2010 and Coca-Cola growing unit cases five percent. But the funding differs sharply. Most companies finance volume through productivity programmes, Coca-Cola and L'Oréal self-fund through brand strength, while Essity trades value for volume. PepsiCo's failed American price cuts prove that discounts alone do not create demand. With the consumer world split between a squeezed America and buoyant emerging markets, volume quality, not quantity, is the industry's new scoreboard.

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