PodcastThe CPG GuysSeptember 30, 2026
Commerce Riff with Sri & PVSB - September 29, 2026
Weekly commerce news roundup covering Costco's strong Q4, fuel-driven grocery inflation risk, Kroger's AI strategy, and GLP-1 drugs reshaping grocery spending and CPG portfolios.
The full card is a free trial away.
The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.
Read free — start your trial14-day free trial
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
