M&A Announcement Presentation Framework: What Investors Need to See When a Major Deal Goes Live

When a major deal goes live, investors do not have much time to connect the dots. The deal announcement, press release, presentation, and live call often happen within the same narrow window.  So the job is not just to disclose the deal. It is to help investors quickly understand what was bought, why it fits,...

CPG Reads: Selling-in to Costco? Start with their members + Trends from Sweets & Snacks ’26

👉 The Retailer Storytelling Corner Selling-in to Costco? Start with the Member, Not the SKU Many CPG teams tell us the same thing: selling into Costco is different because it doesn’t evaluate items through traditional category-first logic. Its decision-making comes back to two questions: Is this better for our members...

Best of Q1 2026 Earnings: How Companies Are Adapting to Communicate More Effectively

We’re back with our Best of Earnings Season series, this time for Q1 2026. As always, we looked at what companies are trying, refining, or doing differently around earnings communications. This quarter, what stood out was how companies are adapting their formats and channels to reach investors more effectively. Leaders...

CPG Reads: New item launches need more than product features + why “loyal shoppers” may not be enough

This week, we’re continuing the CPG Reads format we started a couple of weeks ago. A few things worth your time: why new item stories need more than product features, how nutrition callouts can be clearer at the shelf, and why “loyal shoppers” may not be as loyal as retailer-facing...

CPG Reads: Inside Grüns’ Costco launch + are you talking to the right person at your retailer?

Hello to our CPG leaders in Category Management, Insights, and Sales. We’re experimenting with a new format this time. Instead of one deep article, we’re sharing a few things that have been on my mind lately: posts, articles, and podcast episodes from across the CPG world that we think are...

Sweets & Snacks Expo Is in Two Weeks. Here Are 3 Resources Worth Your Time

If you’re preparing for Sweets & Snacks Expo, your team is probably deep in the usual work: finalizing launches, confirming meetings, sorting samples, and making sure the booth is ready. Having attended the show before, we know the energy is going to be around leading innovations — new products, flavors,...

Q2 2026 Earnings Season: 3 Resources Worth Your Time

With Q2 earnings approaching, we pulled together three resources that may be useful as you review, refine, and prepare your earnings materials. I. How to Make Your Earnings Story Clearer and Repeatable Using this Four-Part Framework If your earnings presentation has the right content but still feels a bit loose,...

How We Help CPG Commercial Teams with High-Stakes Presentations

Every two weeks, we share articles, trends, and resources we think are worth your time. This issue is a little different. Once a quarter, we pull back the curtain on what we actually do for CPG teams and how we do it. If you’ve ever wondered what it looks like...

For IROs: Don’t Be the Salad. Be the Best Cherry Tomato.

Brett Feldman, SVP, Treasurer, and Investor Relations at AT&T, spent two decades on the sell side before moving into corporate IR. That dual perspective gives him an unusually clear view of what good IR actually looks like. We recently listened to his conversation on the Winning IR podcast, with Mark...

We Rebuilt FICO’s Earnings Deck. Here’s the Playbook.

Most earnings decks are built as reference documents. The real story lives in the prepared remarks, and the slides just tag along. That means investors are processing your results almost entirely by ear. If they miss something on the call, or skip it altogether, they are left with a deck...

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