The strategic skills gap is moving faster than workforce plans
How leaders can identify critical capabilities early and build workforce scenarios before talent constraints slow strategic execution.
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Consumer products and packaged goods
Build durable consumer growth and brand value as affordability, retailer power and changing preferences reshape category economics.
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Articles
The next omnichannel growth model
How digital channels, marketplaces and physical networks can work as one commercial system rather than competing routes to the same customer.
Read articleFocus
Life sciences growth is colliding with a more fragmented global operating environment
Pricing pressure, regulatory divergence and geopolitical risk are rising just as AI and new therapeutic platforms expand scientific possibility.
Industrial AI is moving from factory pilots into the operating system itself
Manufacturers are combining automation, physical AI and connected operations as productivity and resilience pressures intensify.
Strategic challenges
What happens when insurance pricing softens but risk does not?
The challenge is maintaining underwriting discipline while catastrophe severity, technology investment and customer expectations continue to rise.
Who owns the customer when the vehicle becomes a software platform?
The challenge is moving from one-time vehicle economics toward digital services without weakening affordability or product reliability.
POV
The platform that owns the transaction may no longer own the customer journey
AI agents could separate discovery from execution, challenging one of the basic assumptions behind marketplace power.
The telco-to-techco story still needs to prove its economics
Connectivity may look strategically unexciting, but moving into lower-margin technology services is not automatically a better business.
Strategic impact
AI is shifting semiconductor investment from capacity toward system capability
Competitive advantage increasingly spans accelerators, memory, packaging, interconnects and ecosystem partnerships rather than wafer volume alone.
Agentic AI is shifting software value from interfaces toward completed work
Products may increasingly compete on outcomes and orchestration rather than the number of seats, screens or workflow steps they support.
What we observe
Food companies often manage commodity risk one input at a time
Weather, fertilizer, energy and logistics shocks can interact across categories, creating exposure that individual procurement models miss.
Retailers often optimize the website while the discovery layer moves somewhere else
AI assistants can influence consideration before shoppers reach a retailer, reducing the strategic value of owning the interface alone.