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...

How We Help IROs with Their Highest-Stakes Presentations

Every week, we share insights, thought leadership pieces, and useful 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 IR teams and how we do it. If you’ve ever wondered what it...

New Item Launch Presentations: Lead With the Why, Not the What

For most CPG companies, launching a new product is one of the highest-stakes moments of the year. Months of R&D, consumer testing, and internal alignment have led to this point. And then the meeting with the buyer happens. The sales team walks in and leads with: “We’re thrilled to introduce...

Best of Q4 ‘2025 Earnings: How Companies Are Shaping the Story Beyond the Call

Every quarter, we look at what companies are trying, refining, or doing differently around earnings. This past season, we focused on two tools that are relatively nascent but gaining traction: videos and shareholder letters. Both give companies more control over the narrative, but in different ways. Shareholder letters create more...

The Earnings Presentation Framework That Actually Works

Earnings season just wrapped up. If you’re already thinking about what you’d change for next quarter, this one’s worth reading. Maybe you don’t have a structured earnings presentation yet and want one before the next cycle. Or maybe you have one, but it’s not landing the way you want it...

Before You Commit to an Investor Day: 10 Questions Worth Pressure-Testing

We spend most of our time working with IR teams once the decision to host an Investor Day has already been made, helping shape the agenda, story, and materials that show up in the room. This week, we wanted to share something that sits deliberately upstream of, and alongside, that...

Costco Doesn’t Buy Products. It Buys Reasons.

Many of our CPG clients tell us the same thing: selling into Costco feels different from selling into other retailers. That’s because it is, and it’s worth understanding why. Costco doesn’t evaluate items through traditional category-first logic. It doesn’t respond particularly well to brand ambition, long feature narratives, or clever...

Why Most Line Reviews Fall Flat and a Structure That Actually Works

For many CPG teams, the Line Review is one of the highest-stakes meetings of the year. You have limited time with a powerful buyer. Big decisions are on the table. Distribution, space, innovation, merch / promo plan and investment levels are all in play. And yet, many Line Reviews don’t...

How does your Presentation measure up?

Do you have a major event or a high-stakes meeting coming up? Do you need a sharp narrative and bold design?

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