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:

Volume Growth projections universally flat…what’s up?
Price Points & Inflation…how can revenue grow?
Private Label no one is talking about it?
Omnichannel - is the trend over?
Retail Media not mentioned?
Assortment mix - is innovation pipeline driving inefficient y of profitability?
Everyone talks M&A…where is the organic growth?
Focus on EBITA growth without volume growth…are layoffs imminent?
GLP-1
What is geopolitical uncertainty causing brands to do?

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LA fire relief : https://www.directrelief.org/ (always research before giving)

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Live from CAGNY 2025 with RBC Capital Markets' Nik Modi

The CPG Guys