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The first-quarter reporting season for the world's largest consumer goods companies is now closed. Twenty-one of the global FMCG majors - from Nestlé, Unilever and Procter and Gamble - have told us how 2026 has started. Read carefully, the results don't just describe a quarter. They describe an inflection point. Listen to the podcast edition (shortened version) or read the full blog below For three years, FMCG has been a pricing story. Inflation gave companies cover to take price...

On 31 March 2026, Unilever and McCormick announced a deal to combine their food operations in a transaction worth more than $65 billion including debt. The result would be a food and flavour powerhouse with around $20 billion in annual revenue. Structurally, the deal makes sense: Unilever sharpens its focus, McCormick gains scale, and investors get a clearer category story . But for Revenue Growth Management, this is far more than a portfolio reshuffle. It is a major commercial integration...

As of February 2026, the era defined by aggressive, inflation-linked price increases, which sustained top-line growth from 2022 through 2024, seem to have ended. Manufacturers and retailers across Europe and the United States have confronted a fundamental "pricing ceiling," a point at which further increases result in abrupt volume loss and the erosion of brand equity . In this post-inflationary landscape, consumer behavior is no longer characterized by a temporary reaction to high prices but...