Stress-testing the enterprise before disruption arrives
How realistic disruption simulations can expose hidden dependencies and reveal where resilience investment creates the greatest strategic value.
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Industrial and commercial distribution
Strengthen margin, inventory productivity and customer value as digital channels, consolidation and supplier economics reshape B2B distribution.
Discover the macroEditorial overview
Articles
Green industrial policy is changing the basis of competition
How incentives, carbon economics and sustainability regulation can alter costs, market access and strategic investment priorities.
Read articleFocus
Consumer products are losing the comfort of predictable pricing-led growth
Value sensitivity, channel fragmentation and changing consumer behavior are challenging assumptions around scale, portfolio breadth and brand power.
Insurance is leaving the hard market without leaving the underlying pressure behind
Catastrophe exposure, changing customer expectations and AI adoption are reshaping underwriting, claims and the economics of insurance operations.
Strategic challenges
Can telcos become technology companies without losing focus on connectivity?
The challenge is finding adjacent businesses with enough margin and differentiation to justify moving beyond the network core.
When does autonomous mobility become cheaper than human-operated transport?
The challenge is moving from technical capability to fleet economics that remain viable after vehicles, supervision, maintenance and infrastructure are counted.
POV
The future of agriculture will not be solved by technology alone
Food production remains biological and local; innovation wins only when it survives weather, farmer economics and fragmented operating conditions.
The revenge-travel era was never going to be a permanent business model
As demand normalizes, travel businesses must compete again on experience economics rather than assume customers will absorb every price increase.
Strategic impact
Processing capacity is becoming as strategic as resource ownership
Supply security increasingly depends on smelting, refining and by-product recovery rather than simply securing additional mineral reserves.
Distribution advantage is shifting toward inventory intelligence and service depth
Better demand visibility and differentiated support can improve working-capital economics while protecting relevance against direct and digital channels.
What we observe
Distributors often respond to volatility by carrying more inventory everywhere
Broad stock increases protect service temporarily but can destroy working-capital productivity when demand and supplier risk vary by category.
Software companies often add AI features while protecting pre-AI pricing assumptions
Copilots can improve the product while simultaneously undermining seat-based economics by reducing the human labor using it.