About

One considered read a week, for the people who own the number.

The Consumer Daily is a weekly commercial intelligence read for senior consumer goods and retail leaders. One letter a week, sourced to the paragraph, written for the people who run pricing, the shelf, trade, and the profit and loss (P&L) of brands you have heard of. Revenue growth management (RGM) is one lens we use, not the whole story.

Most coverage in this space is either insider trade press, broad business news that misses the category nuance, or consultant reports priced for an enterprise license. The gap is a read that treats you, the practitioner, as the audience and explains the commercial logic behind the headlines. That is what we publish, once a week, and you can stand behind every figure in it.

The weekly read

Each issue looks at the same shelf from six vantage points, so you get the full commercial picture rather than one slice of it:

• Economy. The macro world that reaches the shelf, from inflation to the household budget.
• Shopper and Innovation. Who buys, why they buy, and what actually wins them.
• Trade. Retailers, routes to market, and who holds the value along the way.
• Revenue and Margin. The moves on the top and bottom line, pricing and pack and mix included.
• AI and Technology. Where margin and commercial power are shifting as software takes over more of the buy.
• Transformation. The inside game of execution and portfolio, the part that decides whether a plan ever lands.

Signals

Signals is the second thing we publish: the plain read on the price, volume, and mix behind every consumer goods result, drawn straight from company filings. You get what a result means for the number in one line you can use, with every figure traced to the document it came from. Walk into the meeting knowing what moved and what to do about it. See it on the Signals page.

Who writes it

The Consumer Daily is written by Bulent Kotan, an operator who owned the number before he wrote about it, as editor. The voice is the one you would want from a colleague who has sat in the same meetings you sit in: direct about what a move means, and clear about what they would do on Monday.

Independent and reader funded

We take no advertising, ever. The Consumer Daily is funded by the people who read it, which keeps the only loyalty on the page the one we owe you. It costs $299 a year, a line your finance team will recognise as expensable, and it is free while the archive builds. How we source, check, and correct our figures is set out in full on the editorial standards page.

Get in touch

Story tips, corrections, and ideas are welcome at /contact. To get the read on your desk every week, head to /subscribe.