ALL ARTICLES AND INSIGHTS
Explore strategy, markets, and business perspectives.
A Healthy Asia Total Can Hide the Market You Should Not Fund
A consolidated Asia view is built to reassure a board. But a healthy total can contain a market whose loss will never correct itself. This Insight explores why the regional figure should be read last, and what executives should interrogate first.
Scale Will Not Rescue a Thin Gross Margin
When a market underperforms, executives reach for volume. But growth does not change the margin a brand keeps on each sale. This Insight explores why a thin gross margin is a decision to be made at entry, not a problem that scale will quietly solve.
A Cautious Share Forecast Can Be the Riskiest Number in the Model
Lowering a market share forecast feels like prudence. But when costs of running a market stay in place, caution can quietly turn a viable market into an apparent loss. This Insight explores why one assumption can decide whether a market is ever pursued.