Getting Your Earnings Presentation Right

If you’re in the middle of earnings prep, this one’s for you. Many IR teams will be building or finalizing their decks in the coming days, and it’s a good time to step back and make sure your presentation tells the right story. An earnings presentation is your chance to...

How to Create a Killer Story for Your Top-to-Top Meeting with Retailers

Top-to-top meetings with retailers are high-stakes. You have a limited window to align on strategy, build credibility, and secure buy-in. Too often, though, they slip into a product pitch. Retailers don’t want a pitch. They want a story that recognizes their challenges and shows how you can help them win....

I-Day Playbook Series #2: Crafting your Investor Day’s Agenda

Investor Day Playbook Series — Today’s Topic: Crafting Your Agenda Continuing our Investor Day Playbook series, we move from the first step of crafting your main message to the next: designing your Investor Day agenda. And by agenda, we mean the actual schedule of topics and speakers (not your hidden...

3-2-1: Fiber is in, Think Like a Retailer, Win with Health-Conscious Consumers

3 Insights Worth Your Attention I. From Fibermaxxing to Shelf Strategy: Why Fiber Could Be CPG’s Next Must-Have Nutrient TikTokers are “fibermaxxing” by choosing high-fiber wraps, cereals, and beans to boost gut health. What started as a social trend is sparking a bigger conversation around fiber. (Even in our home,...

Distilling the Ecolab Investor Thesis: Lessons from a Buy-Side Analyst

As a former buy-side and sell-side analyst, with stints at Morningstar, Motley Fool, and now as CIO at KNA Capital, Todd Wenning has built a career distilling what makes great businesses tick. On the Business Breakdowns podcast, his analysis of Ecolab is a masterclass. He frames the investment thesis with...

3-2-1: CPG Org Reformulated, Zero-Alcohol Hits $1B, and Loyalty Reframed

3 Insights Worth Your Attention I. Why CPGs Are Reformulating Teams, Not Just Products Along with shrinkflation, CPGs are quietly shrinking org sizes as well. Some companies are replacing function leaders (e.g., R&D, Sales, Supply Chain) with people who bring an “operator” mindset and can navigate across margin, agility, and...

I-Day Playbook Series #1: Start with Your Main Message

This piece kicks off our new series, the Investor Day Playbook, where we cover the fundamentals of effective Investor Day storytelling and show how to take them further. The goal is to give you practical steps so that you’re shifting investor perception and making your investor thesis stick. Investor Day...

How to Talk About Your Moat the Way Investors Do

We’ve been listening to Business Breakdowns, a podcast where seasoned buy-side investors and analysts dissect companies in remarkable depth. These are people who spend their careers studying business models and identifying the edges that endure. What stood out to us is how clearly they frame each company’s investment thesis, especially...

3-2-1: Winning Buyer’s Attention, New Cat Man Landscape and Serving Affluent Shoppers

3 Insights Worth Your Attention I. The Storytelling Shift That Wins Retailer Buy-In “Turn data into a story.” That’s how Julie Craig, in her Shopper Insights role at GSK, described what finally gets retailers to pay attention in a recent podcast. She recalled a Walmart category review from her GSK days, selling...

5 Pillars of IR Storytelling – From Nick Cabraloff, Senior Buy-Side Analyst at Whale Rock Capital

At the recent NIRI Annual Conference, our founder, Harry, had the privilege to moderate a session related to investor storytelling. The goal of this panel: help IROs articulate their company’s investor value proposition to the Street.  The panel featured Debbie Belevan, Duolingo IRO, and Nick Cabraloff, a senior buy-side analyst at Whale...

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