I pair what CPG executives said on earnings calls, podcasts, and in interviews with what the official documents reported for the same period. The quote explains the driver; the filing documents the result — never from the same source.
I'm Alex Khmurets, Sr. Director of Product Management at Profitero, an eCommerce intelligence company. I work with pricing and promo data every day — these pages are where I test whether executive narratives survive contact with the numbers.
The point is finding patterns in data that humans can't comb efficiently — like 1,000 annual reports — and writing down only what the evidence supports. Counterexamples included.