5/15/2025 5:16:12 PM The coming supply-chain fallout from tariff policy: Scenarios for a COVID-esque season of disruption, and what to do now By Anumanth Murugesan Caleb Idiaghe Erik Mattson James Roe Steve Scales +2 more... Show less Regardless of how the U.S. trade war evolves, we see impacts for retailers reliant on overseas sourcing. In the face of uncertainty over...
1/9/2024 10:43:49 PM Beyond Dry January: A contrarian view on the spirited rise of no/low alcohol beverages By Bernardo Silva Olga Gareeva Randy Burt Caleb Idiaghe +1 more... Show less No/low alcoholic beverages are increasingly popular and the industry’s biggest players are scrambling to find ways to profit from the...