AGP Executive Report
Last update: 10 hours agoIce Cream & Retail: Magnum Ice Cream says H1 earnings beat forecasts on cost cuts and early summer momentum, with Ben & Jerry’s sales up 9.2% in 2Q26 as it gains share in the U.S. and other regions. Beer & Premiumization: AB InBev reports 2Q growth led by premium beer and alcohol-free, with record beer volumes in Mexico, Colombia and Ecuador, while South Africa shows volume declines despite revenue gains. Consumer Tech Demand: Omdia says global smartphone shipments fell 6% YoY in 2Q26 to 272M units as memory-price pressure reshaped pricing and portfolios; Samsung and Apple gained share. Travel & Hospitality: RIU reopens its Cancun flagship, Hotel Riu Palace Peninsula, after major renovations, adding an Elite Club and new dining options. Logistics for Food: Maersk launches an integrated cold-chain model for regulated produce from Chile to the U.S., aiming to reduce fumigation bottlenecks and improve reliability for grapes. Food Safety Shock: U.S. cyclospora/lettuce concerns are still reshaping consumer behavior, with reports of retailers pulling produce and customers staying away. Payments & BNPL: EBANX and Pagaleve expand Pix + BNPL access to 60M Brazilians, pushing installment options further into mainstream shopping. Mexico Consumer Tech/Delivery: Zipline doubles down on the U.S., expanding delivery pilots in Cleveland and Austin and citing a 13-fold rise in businesses using its app in H1. Trade & Tariffs: New U.S. tariff refunds outpaced collections in June, sending billions back to importers while shoppers who paid at checkout see no relief.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.