Analyzing CPG Performance with RBC Capital's Nik Modi


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The CPG Guys, Sri & PVSB, are joined in this episode by Nik Modi, Managing Director at RBC Capital Markets, where he oversees the coverage of the Beverage and Household Personal Care sectors.
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Nik answers these questions:

  1. In February, the annual CAGNY conference took place. I assume you look forward to this event, what role do you play in prep, being at and leveraging the event? Is there a blueprint you like for presenters to follow?
  2. What are your general impressions coming out of CAGNY. What does this mean to a financial analyst like you?
  3. The pandemic had a major impact in the consumer goods space, particularly in consumables as people spent less time in an office or out shopping/dining and more time at home. We would love your perspective on how you see the consumer goods space post-pandemic in terms of channel sales including DTC and the growing power of marketplaces like Instacart, Drizly and even Walmart not to mention Amazon. Plus how do you counsel Consumer goods manufacturers on the post-Covid comp year forecasts that they are facing?
  4. What are new GTM innovations that are intriguing you in consumer goods retailing? (floating amazon warehouse, Nuro, Robomart, Fed Ex same day bot, etc)
  5. Given GDPR, CCPA and other privacy initiatives, what do you see as the future of consumer’s access to their own data and the impact on manufacturers & retailers?
  6. How do you view the future of growth in this space - click & collect, pureplay, DTC, home delivery - what are your concerns on the fulfillment aspect of this and are you tracking it?
  7. What do you view as the new consumer engagement model - are there specific missed opportunities you see?
  8. Performance & purpose - how do you view these, how do you expect companies to connect these and how do you reward purpose?

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