
Show Notes
Why do companies in FMCG choose low probability growth? In the big data era, why are most of the FMCG launches supply-driven instead of demand-driven? Today’s guest is Todd Kirk, Principal and Managing Director at Middle Game Services. Kirk explains his background across client-side (e.g., Coca-Cola), retail data (IRI), and consulting, and says Middle Game focuses on performance marketing at the shelf—assortment, merchandising, pricing, and their overlaps, such as promotion—using a shopper-centric, “wide-angle view” of choices. He contrasts shifting existing tactics with “better things” like line-filling, imitation, and true innovation, and describes applying choice-based analytics to tracking data (e.g., Nielsen/IRI and e-commerce). Discussing a key growth problem, he argues that companies overload on low-probability innovations, starving the core “base” (a Jenga analogy), creating value-chain inefficiencies, and often generating transfer demand rather than incremental value, urging portfolio and retailer impacts to be modelled before launch. 00:00 Show Intro 01:01 Meet Todd and Middle Game 04:11 Shelf Choices and the Four Ps 11:26 Do Better Things Wide Angle Growth 20:15 Growth Problems and Closing
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.filibertoamati.com/subscribe
More from Growth, Brands and More
Filiberto sits down with Dennis Draeger and Marco Bevolo to go through a Shaping Tomorrow report on the K-shaped split in consumer goods. Demand is moving to premium or to value, and the middle price tier is emptying. Dennis builds four scenarios on two open questions. Does the K deepen, or does the middle fill back up? And do private labels keep gaining on brands? In one scenario, quality-value convergence, brands and own label compete on quality per price until the line between them blurs. The picture changes by region. Private label already holds about half of European supermarket sales. In the US, retailers sell premium own label, often at A-brand prices. In India and China, premium reaches buyers through sachets and small packs. In Europe and North America, premium now rests more on efficacy and scientific proof than on heritage. Marco turns this into four decisions for the next planning cycle: move each mainstream brand up, down or out; write a separate value-tier playbook for each region; audit any premium claim that rests on heritage alone; and give the C-suite a regional early-warning dashboard. The last part of the conversation ranges wider. It covers Lidl behaving like a cultural brand, younger shoppers, microfactories, the Guinness brewery as a destination, and Marco’s example of Nestlé’s Russian operations being taken over by the state.00:00 Guests, the report and the K-shape question 09:56 Four scenarios for the next five to ten years 15:10 What drives premium: efficacy, private label, sachets and oil 19:31 Why the K looks different in the US, Europe and emerging markets 25:39 Four strategic implications for the next planning cycle 37:52 Beyond the report: Lidl, Gen Z, microfactories, Guinness and geopolitics
Host Filiberto interviews Pippa Bailey, Head of Strategy and Innovation at CRG Global, about her career in sensory and consumer psychology, research innovation, and sustainability across consumer packaged goods. They discuss how to make research more useful by clarifying real business questions, using multiple data sources, and testing hypotheses while maintaining methodological rigour. The conversation explores category “blurification,” the role of micro- and nano-content creators for early ideation and communications, and how technology enables self-ethnography and passive measurement in shopper and product testing. Bailey explains sensory semiotics—how meaning and expectations from cues like texture, colour, and language shape product experience and repeat purchase. They close on GLP-1’s wide-ranging impact on consumer behaviour, households, and research norms.00:00 Welcome and Introductions 00:44 Pippa’s Research Journey 05:45 Blurring Categories and Needs 08:07 Making Research Useful 13:59 Experimentation and Rigour 18:14 Micro Creators for Insight 24:03 Shopper Research Evolution 31:28 Sensory Semiotics Explained 40:01 Beverage Taste and Polarisation 42:59 When Semiotics Don’t Travel 47:08 GLP-1 Disrupts Consumption 56:54 Wrap Up and Thanks
The K-shaped economy didn't create the barbell in FMCG portfolios. It accelerated a trend already twenty years in the making, and most manufacturers still measure it wrong. In this episode of Growth, Brands and More, I'm joined by Todd Kirk of Middlegame, an FMCG marketing analytics firm. They build market structure models on Nielsen IQ data, increasingly with AI in the loop. Todd worked both sides of that data. He started at IRI (now Circana), then moved client-side to Coca-Cola's brand teams. Today he applies that lens at Middlegame, built specifically for FMCG. We open with the shrink-to-grow thesis and why the mainstream is being pinched from both ends. Then Todd walks through a live case study: a decomposition of sparkling wine sales in Ireland. It separates real incrementality from transfer demand, and shows exactly where a 2.3% retail value gain actually came from. We close on why revenue growth management and commercial teams keep talking past each other. And on where AI genuinely earns its place in this kind of analysis. If you manage a portfolio that's being pulled toward value on one side and premium on the other, this one is for you. In this episode: 00:03:49 — Welcome back: Todd Kirk and Middlegame's read on the "first moment of truth" 00:07:54 — Defining the K-shaped economy: 00:13:48 — Beyond price: multi-banner shopping and the private label upgrade 00:16:02 — From price-pack architecture to portfolio interactions 00:26:06 — Case study: decomposing sparkling wine sales in Ireland 00:40:44 — RGM vs. commercial, market structure as a Rubik's cube, and where AI fits
How can international brands enter the ‘hot’ Polish Supermarket scene? What kind of insights should they use, and which should they dismiss? Host Filiberto Amati interviews Dominik Wilk, now Poland country manager for German wholesaler Crevel Europe, on what international brands need to know to enter Poland's modern trade. He covers logistics, trade promotions, currency and payment-term variability, and how listings often begin as “in-and-out” supported by leaflets and social media before permanent placement. Key mistakes include pitching only product quality, ignoring shopper differences and geography, and treating listing as success; Winning requires ongoing support, preparation, patience, and a consistent strategy.
Is nutrition the next board-level risk for food and beverage companies? Do we need to install a Chief Nutrition Officer? Aart Jan recounts a career spanning Unilever (including roles in Singapore, China, and leading the tea division), a Coca-Cola/Nestlé joint venture, and FrieslandCampina. In the latter, he served as corporate CMO and developed a nutrition policy distinguishing daily versus occasional products to grow healthier sales. After leading fitness and nutrition platform fitchannel.com and selling it to investors, he now consults on applying marketing to public health, arguing health harm is driven more by consumption frequency and usage intensity than by penetration. AJ goes to the core of his vision of a shift from ingredient accountability to impact and outcome-driven nutrition, enabled by wearables and glucose monitoring. For our guest, health is an emerging board-level portfolio risk alongside shifts in consumer demand and regulation. Finally, we discuss GLP-1’s effects on cravings, category volumes, and family repertoires, and propose a chief health officer and portfolio KPIs focused on product role, frequency, and health outcomes. 00:00 Career Journey in FMCG 02:45 Health Platform Lessons 09:56 Health as Corporate Risk 37:45 GLP-1 and Demand Shifts 49:09 Chief Health Officer Future