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The CPG Guys
3mo ago·50m
2026 Early Emerging CPG Themes with CPGGUYS Hosts Sri & PVSB
The CPGGUYS hosts Sri Rajagopalan & Peter VS Bond discuss the emerging themes that dominated the first quarter of 2026 in the CPG and retail industry. From their iconic visit to CAGNY summarizing the presentations of 21 CEO's of some of the largest brands in the world to the reality of AI, there's something for everyone in this episode.
Follow Sri on Linkedin at : https://www.linkedin.com/in/sri-rajagopalan-09a0062/
Follow Peter on Linkedin at : https://www.linkedin.com/in/pvsbond/
Here's what we discuss :
Sri - The CAGNY 2026 Reality Check: Moving from "Pricing Power" back to "Volume Growth."
PVSB - Agentic Commerce & PXM: How AI bots are changing the way product data is managed (via Syndigo/NielsenIQ).
PVSB - The Walmart "Flywheel" 2.0: Analyzing their 41% ad growth and the Vizio integration.
Sri - The "Death of Validation" in Insights: Bob Nolan (Conagra) and the shift to behavioral science.
Sri - Retail Execution at Scale: The Trax + FORM merger and the "Command Center" for the shelf.
Sri & PVSB - Joint Value Creation (JVC): Moving beyond JBP with insights from Bimbo Bakeries.
PVSB - Social Commerce as a Mainstream Channel: The Ampd/TikTok Shop explosion.
Sri - The "K-Shaped" Consumer: Dealing with sticky inflation vs. the luxury/wellness surge.
Sri * PVSB - Super Bowl 60 Ad Analysis: Which CPG brands won the "Emotional Connection" war?
CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
SheCOMMERCE Website: https://shecommercepodcast.com/
Rhea Raj’s Website: http://rhearaj.com
Lara Raj in Katseye: https://www.katseye.world/
DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.
CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual’s use of, reference to, or inability to use this podcast or the information we presented in this podcast.
Follow Sri on Linkedin at : https://www.linkedin.com/in/sri-rajagopalan-09a0062/
Follow Peter on Linkedin at : https://www.linkedin.com/in/pvsbond/
Here's what we discuss :
Sri - The CAGNY 2026 Reality Check: Moving from "Pricing Power" back to "Volume Growth."
PVSB - Agentic Commerce & PXM: How AI bots are changing the way product data is managed (via Syndigo/NielsenIQ).
PVSB - The Walmart "Flywheel" 2.0: Analyzing their 41% ad growth and the Vizio integration.
Sri - The "Death of Validation" in Insights: Bob Nolan (Conagra) and the shift to behavioral science.
Sri - Retail Execution at Scale: The Trax + FORM merger and the "Command Center" for the shelf.
Sri & PVSB - Joint Value Creation (JVC): Moving beyond JBP with insights from Bimbo Bakeries.
PVSB - Social Commerce as a Mainstream Channel: The Ampd/TikTok Shop explosion.
Sri - The "K-Shaped" Consumer: Dealing with sticky inflation vs. the luxury/wellness surge.
Sri * PVSB - Super Bowl 60 Ad Analysis: Which CPG brands won the "Emotional Connection" war?
CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
SheCOMMERCE Website: https://shecommercepodcast.com/
Rhea Raj’s Website: http://rhearaj.com
Lara Raj in Katseye: https://www.katseye.world/
DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.
CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual’s use of, reference to, or inability to use this podcast or the information we presented in this podcast.
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