4 Storytelling Principles from Wendy’s Investor Day

We’re in the thick of Q2 earnings season. For teams planning an Investor Day later this year, this is around the time storytelling planning starts. Worth revisiting a piece we shared previously. This piece looks at Wendy’s 2025 Investor Day, led by Aaron Broholm, Wendy’s IRO (and a friend of...

CPG Reads: A Time-Saver Presentation Toolkit for CPG Teams + Lessons from Rao’s $1B Positioning

👉 The Retailer Storytelling Corner Presentation Toolkit to Save Time and Strengthen Every Retailer-facing Story If you’re in Sales, Category, or Insights at a CPG company, you already know how much time goes into building retailer-facing presentations (e.g., line reviews, T2Ts, innovation stories, category playbooks). Each one requires figuring out...

Equity Storytelling 101: What Investors Managing $2T in Assets Actually Want

Today, we’re revisiting a piece we’ve shared before. Reason being, the themes from this article kept coming up across several sessions at the NIRI 2026 conference in Chicago in June. The biggest one was this: investors don’t want more creativity in their equity story. They want the basics done well. ...

CPG Reads: Start Line Reviews With the Buyer’s Problem + Trends from Fancy Food Show

👉 The Retailer Storytelling Corner How to Build Your Line Review Around the Buyer’s Biggest Problem Start with the buyer’s problem, not your products. We recently worked with a CPG team preparing for a high-stakes Line Review with a major retailer. They had a strategic relationship with the buyer and...

The Retail Investor Playbook: What We Learned at NIRI 2026 Conference

At the 2026 NIRI Conference, I attended a session called “Navigating the Rise of Retail Investors” and took notes throughout. The session was moderated by Grant Bartucci from Autonomous Research, with panelists Elizabeth Krutoholow (VP of IR, Tempus AI), Matt Joanou (CEO, Stakeholder Labs), and Zak Mehan (Managing Director, FTI...

What AI-Ready IR Websites Are Starting to Look Like

We don’t build IR websites. But as a team that creates investor storytelling materials, we pay close attention to how that content gets found and used. This topic came up repeatedly at 2026 NIRI Conference, and it is becoming increasingly relevant to the work we do with clients. Ask an...

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...

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