Nik Modi
Co-Head of Global Consumer & Retail Research at RBC Capital Markets, providing investor-focused analysis on consumer goods, retail trends, and industry strategy.
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Feb 28, 2026 • 54min
CAGNY 2026 Post-Mortem with RBC Capital Markets’ Nik Modi
Nik Modi, Co-Head of Global Consumer & Retail Research at RBC Capital Markets, offers investor-focused perspective on retail and consumer trends. He dissects CAGNY takeaways in short, punchy conversations. Topics include pricing dynamics, AI adoption, build versus buy for capabilities, GLP-1 impacts, and strategic moves by big CPG players like Coca-Cola, PepsiCo, and Kraft Heinz.
