The CPG Guys CAGNY 2026 Recap
Feb 22, 2026
A rapid recap of CAGNY 2026 highlights across major CPG firms. They walk through a seven‑point scoring framework and call out top and underperforming presentations. Coverage hits AI, omnichannel, RGM, organic volume, M&A, and clean‑room/data plays. Notable company takes include P&G, Coca‑Cola, L'Oreal, Elf Beauty, Kraft Heinz, Colgate and Utz.
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Episode notes
Bring Your Consumer Insights Leader To The Stage
- When volume is challenged, bring your consumer insights lead on stage to explain how you'll win back market share.
- Sri praised Conagra's Bob Nolan for using deep consumer insight to outline a return-to-growth plan.
Newell Went All In On AI
- Newell highlighted heavy, explicit AI use including clean rooms and an agentic AI program called Quantum Leap.
- Sri praised the CEO and CIO for using AI to define millennial/Gen Z priorities and product choices.
P&G Set A Leadership Masterclass
- P&G's CEO delivered a commanding, detailed presentation covering portfolio, AI models, UGC, and e‑commerce mastery.
- Peter and Sri ranked P&G near the top for leadership clarity, omnichannel fluency, and consumer insight depth.