Message to CPG CEOs: Lower Your EPS Targets Significantly! with RBC Capital Markets’ Nik Modi

The CPG Guys are joined in this episode by returning guest Nik Modi, Co-Head of Global Consumer & Retail Research at RBC Capital Markets. In this episode, Nik discusses his recent communication equity research newsletter called “Attention CPG Management/Boards: It’s Time to Cut EPS Significantly” Nik argues that cutting numbers significantly would not only provide a floor on valuations, but also provide ample flex for investments that are critically needed, especially in marketing, innova...