The CPG Guys are joined in this episode by returning guest Nik Modi, Co-Head of Global Consumer & Retail Research at RBC Capital Markets.
In this episode, Nik discusses his recent communication equity research newsletter called “Attention CPG Management/Boards: It’s Time to Cut EPS Significantly”
Nik argues that cutting numbers significantly would not only provide a floor on valuations, but also provide ample flex for investments that are critically needed, especially in marketing, innovation, supply chain and AI talent/capabilities.
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/
To read Nick’s letter go here: https://www.linkedin.com/posts/cpgpodcast_growth-activity-7320215173019942913-wRRY?utm_source=share&utm_medium=member_ios&rcm=ACoAAAAB-1kB_qphpg7T2qlI24Zz4i_8wB0zMTI
CPG Guys Website: http://CPGguys.com
FMCG Guys Website: http://FMCGguys.com
CPG Scoop Website: http://CPGscoop.com
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