The CPG Guys February 2025 Industry Rank Punditry

Mar 9, 2025

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The CPGGUYS Sri Rajagopalan & Peter VS Bond muse the month that passed by. February means CAGNY - the annual Wall St analyst conference (Consumer Analyst Group of NY). Here, we got to meet several of the financial analysts and were able to discuss and learn what 2025 holds for us in the CPG industry.

Find Sri Rajagopalan on Linkedin here : https://www.linkedin.com/in/sri-rajagopalan-09a0062/

Find Peter VS Bond on Linkedin here : https://www.linkedin.com/in/pvsbond/

Find the CPGGUYS on Linkedin here : https://www.linkedin.com/company/56451211/

Find the CPGGUYS online here : https://www.cpgguys.com/

Topics we cover in this episode :

1. Volume declines in the industry

2. Headcount reductions - should we expect it

3. Private label in Retail Media

4. Org design post ECom CoE structures

5. M&A… is the tide coming?

6. Walmart Connect introduces Display Advertising API

7. Leadership Talent at CPGs & retailers

8. Changes at Kroger & Albertsons

9. Global food production & tariffs

10. Our upcoming conference whereabouts

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Lara Raj in Katseye: https://www.katseye.world/

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