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Walmart’s CEO is Stepping Down. Here’s What Many Get Wrong About Its RGM Strategy

FMCG Weekly · 2025-11-14 · 22 min

Episode notes

With CEO Doug McMillon stepping down, we analyze the sophisticated RGM machine he built at Walmart. The "people-led, tech-powered" model, funded by its ad business, uses an EDLP strategy to build trust and create demand stability. This structurally avoids the "hidden costs" of "Subsidised Base" and "Stockpiling" that plague "Hi-Lo" rivals. Walmart's tiered private label portfolio - from "Great Value" to "Bettergoods" - is a masterclass in managing "Downgrading" and driving "Upgrading." New CEO John Furner signals a disciplined continuity of this data-driven strategy. FMCG Weekly - News and trends curated by Accuris, the leading independent consultancy for revenue growth management

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