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CAGNY 2026: F&B Trends Report
17th Mar 2026
I read 21 CAGNY 2026 presentations and transcripts — from Conagra to Coca-Cola, PepsiCo to Celsius, Mondelez to Newell. What emerged wasn’t the usual story of companies weathering a storm or optimizing their way to modest growth. It was something more fundamental: 17 companies simultaneously rewriting the rules of CPG growth, and converging on a set of conclusions that challenge most of what brand teams assume about their consumers.
Here are the seven shifts that stood out — and why they should change how you build brands.
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Health and Wellness: The Gut Health Mega-Trend
16th Jun 2025
From “low-carb” to “smart carb”, through “high- protein” and “plant-based protein”, to “allergen-free” lifestyles: US consumers have been utilizing different strategies, in an attempt to manage their health through a more calculated consumption of food and beverage.
Today, the emergence of scientific evidence on the role of the human microbiome, and the importance of a healthy gut, meets a consumer who is thirsty for weight management and a bloat-free life. As a result, gut health is fast becoming a new lifestyle approach that will affect food and beverages, vitamins and supplements, and beauty.
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