In this episode, the CPG Guys are joined by returning guest Nik Modi, co-head of global consumer and retail research at RBC Capital Markets.
In this episode, Nik discusses his recent communication equity research newsletter, “Attention CPG Management/Boards: It’s Time to Cut EPS Significantly.”
Nik argues that significantly cutting numbers would not only provide a floor on valuations but also ample flex for critically needed investments, especially in marketing, innovation, supply chain and AI talent/capabilities.
The CPG Guys podcast explores how brands and retailers understand and engage with consumers in-store, online, and everywhere in between. Host Sri Rajagopalan is an icon of the CPG and FMCG e-commerce industry, and host Peter V.S. Bond is a consumer loyalty guru.
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