Impact & Expertise


Consumer & Retail Publications

  • Article
  • December, 2014
  • Retail: Shopping on the Upswing
  • Ketil Gjerstad, Greg Papp
  • Despite a dynamic business environment, the retail industry has elivered sizable value for investors over the past five years. Eight of the top ten performers are U.S. companies, including two online pure plays. The common thread among them all is an ability to keep up with shifting consumer preferences.
  • Read more on bcg.perspectives
  • Article
  • December, 2014
  • Rising Volatility, Growing Opportunity: 2014 Consumer Value Creators Series
  • Ketil Gjerstad, Jeff Gell, Greg Papp, Abheek Singhi
  • As it recovers, the global economy is creating pockets of opportunity for consumer companies to create real value for investors. The companies in this year’s analysis of total shareholder return show how it’s done—focusing on sales growth and valuation multiples and transforming themselves to stay ahead of the competition.

  • Read more on bcg.perspectives
  • Focus
  • November, 2014
  • Apparel at a Crossroads: The End of Low-Cost-Country Sourcing
  • Jessica Distler, Javier Fernandez-Seara, Holger Gottstein, Volker Haemmerle, Stefan Rasch, Stefan Rohrhofer
  • Sooner or later, there will be no low-cost countries left to meet apparel makers' needs. Companies must free themselves of the fallacy that keeping labor costs down is their only option and halt the perpetual migration of production from one country to the next.
  • Read more on bcg.perspectives

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