Impact & Expertise


Consumer & Retail Publications

  • Article
  • December, 2014
  • Consumer Nondurables: The Right Type of Growth
  • Jeff Gell, Ketil Gjerstad, Phillip Shinall, Otto Krusius
  • Nondurables companies have posted solid value creation over the past five years, thanks to sales growth, an emphasis on innovation, and smart acquisitions. But having suffered less during the financial crisis than many industries, the nondurables sector has not rebounded as strongly as other consumer sectors since then.

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  • Article
  • December, 2014
  • Fashion and Luxury: Riding a Strong Recovery
  • Ketil Gjerstad, Olivier Abtan, Vincent Lui, Sarah Willersdorf
  • Fashion and luxury was the top-performing consumer sector in terms of value creation over the past five years, thanks to a growing middle class in emerging markets and the willingness of shoppers in developed markets to trade up to higher-priced goods. As the global economy continues to recover, fashion and luxury companies can capitalize.
  • Read more on bcg.perspectives
  • Article
  • December, 2014
  • Consumer Durables: Emerging Stronger from the Downturn: The 2014 Consumer Value Creators Series
  • Ketil Gjerstad, Dan Shadd
  • As the business cycle slowly picks up and consumers and businesses start making large purchases again, the durables sector is creating strong value for investors. The top-performing companies from 2009 through 2013 benefited from earlier measures to reduce costs and streamline operations, positioning themselves to capitalize on economic tailwinds.
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