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/

To access all of the CAGNY presentations, click here: https://drive.google.com/drive/folders/10E493RGHHjB3nwV7-Ga-t-RPCdLm719R?usp=drive_link

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

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.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.

In this episode, the CPG Guys analyze the 2025 Consumer Analyst Group of New York (CAGNY) conference.

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

To access all of the CAGNY presentations, click here: https://drive.google.com/drive/folders/10E493RGHHjB3nwV7-Ga-t-RPCdLm719R?usp=drive_link

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

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.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.

This special episode of The CPGGUYS features four guests - the WINNERS of our 2024 Omnichannel awards - 'The OMNIES'. The Omnies recognizes a select few every year that have dedicated a career to evolving from brick & mortar to being truly omnichannel and championing it in the industry. Our four winners this past year have done exactly that. Our sincere CONGRATS to Doug Jossem from Walmart Connect, Tonya Douglas from Giant Foods (part of the ADUSA family), Cely Moreno from PepsiCo and Cara Pratt from Kroger precision marketing/84.51.

Find Doug Jossem on Linkedin at : https://www.linkedin.com/in/doug-jossem-2595574/

Find Tonya Douglas on Linkedin at : https://www.linkedin.com/in/tonya-douglas-15889bb/

Find Cely Moreno on Linkedin at : https://www.linkedin.com/in/cely99/

Find Cara Pratt on Linkedin at : https://www.linkedin.com/in/cara-pratt-2429614/

Here's what we asked each of them about leadership :

1.) You've demonstrated a lifetime of leadership - what principles are you anchored on that have served you well?

2.) How did you embrace omnichannel leadership and how do you keep up with learning given all the changes in our industry?

3.) What is your advice to others in this space, and how do you advocate working with digital leaders on this very leadership?

4.) Tell our audience about brand & retail leadership - what can the industry expect from you in 2025?

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

CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.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.