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Global Value Chains
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Global Value Chains
Are the Recession Chickens Finally Coming Home to Roost?
The U.S. economy is finally showing signs of slowing due to Trump's tariffs, immigration raids, and AI job displacement, though Big Tech's AI spending provides some economic support.

Global Value Chains
High Grocery Prices Push Consumers to Buy Private Labels Over Brands
Inflation drives consumers toward private label groceries, increasingly threatening name brands. Private labels now compete on quality, not just price. Name brands must adapt pricing and consumer understanding to survive.

Global Value Chains
World Entrepreneurs’ Day 2025
America's immigrant entrepreneurs have historically driven innovation and economic growth, founding major companies at twice the rate of native-born Americans. However, current restrictive immigration policies are now driving talent away.

Global Value Chains
Supply Chain Resilience: What Is It?
Supply chains must evolve beyond basic resilience to become 'antifragile,' embracing uncertainty and leveraging advanced AI-powered systems to convert endless disruptions into powerful competitive advantages rather than merely surviving them.

Global Value Chains
Has World War Three Begun in Supply Chains?
Global trade war is already underway through supply chain disruptions, forcing companies to reassess geopolitical risks. While traditional alliances shift and China pivots toward Global South markets, businesses need real-time threat monitoring systems to survive.
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Personal Dispatches: Reflections on today’s society through the lens of Fortune Magazine December 1941

Global Value Chains
Price Controls Aren’t the Answer to High Food Prices
This article discusses Vice President Kamala Harris's proposal to ban "price gouging" in the food industry. It examines industry reactions, economic factors affecting food prices, and criticisms of the plan as potential price control policy.

Global Value Chains
Food Inflation, Conclusion: Brands and Grocers Try to Win Back Consumer Loyalty
This article examines how brands and grocers are responding to changing consumer behavior due to high food prices. It highlights strategies such as lowering prices, enhancing loyalty programs, focusing on private labels, and tailoring approaches based on store types to regain customer loyalty.

Global Value Chains
Food Inflation, Part Two: Consumers React to High Food Prices
This article discusses how high food prices are affecting consumer behavior and loyalty. It highlights the shift towards cheaper alternatives, including store brands, and how retailers and brands are responding through loyalty programs and AI-driven personalization to regain consumer trust.

Global Value Chains
Why CPG Leaders Must Separate the Wheat from Chaff for True AI-Powered Revenue Growth Optimization
In this recent article, featured on Unite.AI, I discuss the critical need for CPG companies to optimize revenue growth amid market uncertainties. True optimization requires sophisticated mathematics and AI tools that can handle real-world complexity, not just traditional forecasting or generative AI. Understanding these distinctions is key to success. To read the original article, click here: https://bit.ly/4b5Btku