We partner with forward-thinking clients who are eager to shape the future, not just adapt to it. Discover more about our impact through our client success stories, illustrating how we redefine the business landscape together.
The restaurant industry’s next major disruption is coming from the supply side, not the consumer side. This article explains how Sysco’s $29.1 billion Restaurant Depot deal could reshape procurement economics for hundreds of thousands of independent operators. It also discusses what the most exposed formats need to do before the pressure becomes permanent.
After years of expansion, US restaurants are navigating a more demanding consumer. Our latest analysis reveals where diners are cutting back, where they’re still willing to splurge, and what operators must do now to protect margin while building the loyalty that will matter even more when conditions ease.
A regional strike on Qatar exposed something much larger than a temporary helium shortage: it revealed that industry is still managing a strategically indispensable input with the wrong model. This article shows why the disruption will deepen after the ceasefire and what boards must do now to prevent helium from becoming a recurring production-limiting constraint.
Executives disadvantaged in the next decade won't be those who missed the demand signal, but those who stopped at it. Most companies still treat critical minerals as a commodity-demand issue, but the real contest is over control of the supply chain between the mine and final delivery.
