Impact & Expertise


Stratégie Publications

  • Article
  • December, 2015
  • Retail: Defending Against the Threat From E-Commerce
  • Ketil Gjerstad, Greg Papp
  • From 2010 through 2014, the retail sector delivered strong returns to investors, thanks to a steady recovery in the global economy. The best performers in this year’s analysis—do-it-yourself stores, dollar stores, restaurants, and pharmacies—were in subsegments that have inherent barriers to online competition.

  • Read more on bcg.perspectives
  • Article
  • December, 2015
  • Consumer Durables: How Nimble Companies Create More Value: The 2015 Consumer Value Creators Series
  • Ketil Gjerstad, Dan Shadd
  • The consumer durables market changed rapidly from 2010 through 2014, but the top performing companies in this year’s analysis were nimble enough to stay ahead. For most, success came from investing in disruptive innovation, winning in high-margin segments, increasing productivity, and using strategic M&A to fuel growth.
  • Read more on bcg.perspectives
  • Article
  • December, 2015
  • Consumer Nondurables: A Balanced Approach to Generating Value: The 2015 Value Creators Series
  • Jeff Gell, Ketil Gjerstad, Phillip Shinall, Jenny Lytle
  • From 2010 through 2014, the top global nondurables companies struck the right balance between strong sales growth and solid profit margins while still returning cash to shareholders. Investors have rewarded these companies’ steady, consistent approaches to value creation by boosting their stock valuations.
  • Read more on bcg.perspectives

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