Q1 themes and CAGNY reality check

The CPGGUYS hosts Sri Rajagopalan & Peter VS Bond discuss the emerging themes that dominated the first quarter of 2026 in the CPG and retail industry. From their iconic visit to CAGNY summarizing the presentations of 21 CEO's of some of the largest brands in the world to the reality of AI, there's something for everyone in this episode.

Follow Sri on Linkedin at : https://www.linkedin.com/in/sri-rajagopalan-09a0062/

Follow Peter on Linkedin at : https://www.linkedin.com/in/pvsbond/

Here's what we discuss :

1. Sri - The CAGNY 2026 Reality Check: Moving from "Pricing Power" back to "Volume Growth."
2. PVSB - Agentic Commerce & PXM: How AI bots are changing the way product data is managed (via Syndigo/NielsenIQ).
3. PVSB - The Walmart "Flywheel" 2.0: Analyzing their 41% ad growth and the Vizio integration.
4. Sri - The "Death of Validation" in Insights: Bob Nolan (Conagra) and the shift to behavioral science.
5. Sri - Retail Execution at Scale: The Trax + FORM merger and the "Command Center" for the shelf.
6. Sri & PVSB - Joint Value Creation (JVC): Moving beyond JBP with insights from Bimbo Bakeries.
7. PVSB - Social Commerce as a Mainstream Channel: The Ampd/TikTok Shop explosion.
8. Sri - The "K-Shaped" Consumer: Dealing with sticky inflation vs. the luxury/wellness surge.
9. Sri * PVSB - Super Bowl 60 Ad Analysis: Which CPG brands won the "Emotional Connection" war?

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Lara Raj in Katseye: https://www.katseye.world/

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