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If Prices Could Talk
Holden Advisors
44 episodes
4 days ago
Welcome to If Prices Could Talk, the podcast where we explore the strategies and tactics that drive effective pricing, sales, and negotiations in B2B. Join us for candid conversations with thought leaders and industry experts as we dive into what’s working, what’s changing, and how to build and sustain pricing power in today’s markets. We’ll explore tactical approaches to value-based pricing, improving sales effectiveness, and best practices for negotiating with backbone.
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All content for If Prices Could Talk is the property of Holden Advisors and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to If Prices Could Talk, the podcast where we explore the strategies and tactics that drive effective pricing, sales, and negotiations in B2B. Join us for candid conversations with thought leaders and industry experts as we dive into what’s working, what’s changing, and how to build and sustain pricing power in today’s markets. We’ll explore tactical approaches to value-based pricing, improving sales effectiveness, and best practices for negotiating with backbone.
Show more...
Business
Episodes (20/44)
If Prices Could Talk
Value selling in the age of AI with MG Gurbaxani, CEO of Cuvama

In this episode, Cuvama CEO MG Gurbaxani joins Jeet Mukherjee and Tracy Dent to break down myths in value based selling and what it takes to succeed when AI is no longer a differentiator.


Learn how to sell on value versus features, what CROs are saying behind closed doors about the pressure to scale sales with automation, and how to maintain the human element of discovery.



Topics:


  • What value-based selling looks like (done right)
  • How to sell a value story instead of insist on ROI
  • How to fix discovery so pricing reflects impact, not cost
  • Ways companies are quantifying impact to build and protect pricing power


Chapters


00:00 Introductions

02:38 The value selling illusion and what CEOs think is happening

11:21 How to navigate a large buying center

20:51 CRO insights on AI and value selling 

35:46 Stories of how value quantification builds pricing power

44:08 What B2B SaaS CEOs need to get right in H2 



About MG


MG Gurbaxani is the co-founder and CEO of Cuvama, a Customer Value Management platform designed to help B2B GTM teams uncover and communicate value at scale. Over the last two decades, he has guided more than 80 global B2B clients across industries to sharpen pricing strategies, accelerate sales cycles, and enhance customer retention. Cuvama is MG’s answer to the persistent failures he witnessed in value-based selling - transforming his advisory IP into software that empowers sales teams to drive real business outcomes.



Connect with MG: https://www.linkedin.com/in/mg-gurbaxani/

Connect with Jeet: https://www.linkedin.com/in/jeet-mukherjee-58462a1/

Connect with Tracy: https://www.linkedin.com/in/tracyleighdent/


About Cuvama


Cuvama is a London-based Customer Value Management platform that empowers B2B sales and customer success teams to sell business outcomes, not just products. Founded in 2022, Cuvama guides teams to run expert discovery, link buyer needs to impact, and reinforce success post-sale.  By codifying your unique value proposition into structured workflows, Cuvama enables consistent messaging, higher win‑rates, better pricing, and improved customer lifetime value.


https://cuvama.com/


About Holden Advisors


Holden Advisors is a boutique consulting firm specializing in B2B pricing and sales performance. We help companies understand their value through the eyes of their customers and use these insights to develop, price, and sell solutions that meet evolving market demands. 


Our tailored strategies are designed to improve differential value and go-to-market execution. With decades of expertise in value-based pricing, sales implementation, and negotiation, we partner with companies to build and protect their pricing power.


https://holdenadvisors.com/

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3 months ago
48 minutes 13 seconds

If Prices Could Talk
How to break out of the cost-plus pricing trap

Many B2B companies still rely on cost-plus pricing. For good reason! It’s clear, it’s simple to explain and defend, and it’s predictable.


But when buyers use it as an excuse to call you a commodity and demand discounts, it can lead to extremely thin margins and dilute your pricing power. 


In this episode, Tracy Dent and Jeet Mukherjee discuss five levers to escape the cost-plus pricing trap without blowing up your commercial model. 


Key topics covered:

  • The basics in quantifying differential value and understanding quality of revenue
  • How to differentiate beyond the product itself
  • Ways to reevaluate your price metric to be outcome-specific
  • How to protect resources and assets in a scarce market
  • How to build rules to price with confidence and reward the right customer behaviors 

 

If your commercial team struggles to defend pricing in the face of buyer pressure, this episode will help you start making the shift one step at a time.


Chapters


00:00 Introductions

01:32 Why cost plus pricing still dominates

06:05 When buyers call you a commodity

11:45 Handling price negotiations at the time of renewal

19:39 Reframing price from SKUs to outcomes

22:38 Understanding your quality of revenue

25:49 Rules-based pricing that reflects value


https://holdenadvisors.com/how-to-break-out-of-the-cost-plus-pricing-trap/


Connect with Jeet: https://www.linkedin.com/in/jeet-mukherjee-58462a1/

Connect with Tracy: https://www.linkedin.com/in/tracyleighdent/


ABOUT HOLDEN ADVISORS

Holden Advisors is a boutique consulting firm specializing in B2B pricing and sales performance. We help companies understand their value through the eyes of their customers and use these insights to develop, price, and sell solutions that meet evolving market demands. 


Our tailored strategies are designed to improve differential value and go-to-market execution. With decades of expertise in value-based pricing, sales implementation, and negotiation, we partner with companies to build and protect their pricing power.


Learn more at www.holdenadvisors.com

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4 months ago
30 minutes 58 seconds

If Prices Could Talk
AI price wars and the new rules of SaaS differentiation

In this episode, we unpack the impact of AI on SaaS pricing, differentiation, and value - and a rundown of pricing related pops and flops.


From Notion’s bundling strategy to the GenAI price war and Reddit’s data lawsuit against Anthropic, this episode digs into how commoditization is forcing B2B software leaders to rethink what they’re really selling—and what buyers are still willing to pay for.


Roundtable episode with host Tracy Dent and in-house pricing experts Jeet Mukherjee, Pete Morelli, and Richard Klein.


Key topics:


  • Notion AI’s move from add-on to bundled feature
  • Amex vs. Chase value messaging strategies
  • GenAI price wars and what they mean for innovation
  • Pricing around compute vs. value delivered
  • Reddit vs. Anthropic and data monetization implications
  • What to do when AI features are table stakes



Chapters


00:00 Introductions


01:09 Price pops and flops: Amex, Chase, Cox Internet, and Notion AI


12:29 G2 buyer behavior report and where we are in the AI market lifecycle


https://learn.g2.com/hubfs/G2-2025-Buyer-Behavior-Report-AI-Always-Included.pdf


19:36 When AI becomes a commodity, how can a business differentiate itself?


https://techstrong.ai/articles/when-ai-becomes-a-commodity-how-can-a-business-differentiate-itself/


21:49 Monetizely: The Gen AI price war is coming and customers will lose


https://www.getmonetizely.com/blogs/the-genai-price-war-is-coming-and-customers-will-lose


27:03 WSJ: Reddit sues Anthropic, Alleges unauthorized use of site’s data


https://www.wsj.com/tech/ai/reddit-lawsuit-anthropic-ai-3b9624dd?


https://fortune.com/2025/06/11/nvidia-jensen-huang-disagress-anthropic-ceo-dario-amodei-ai-jobs/ 


https://searchengineland.com/openai-may-pay-reddit-70m-for-licensing-deal-451882


 
Connect with Jeet: https://www.linkedin.com/in/jeet-mukherjee-58462a1/

Connect with Pete: https://www.linkedin.com/in/petermorelli/ 

Connect with Richard: https://www.linkedin.com/in/richardfgklein/

Connect with Tracy: https://www.linkedin.com/in/tracyleighdent/ 



Learn more at www.holdenadvisors.com


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4 months ago
29 minutes 44 seconds

If Prices Could Talk
Leading sales teams to protect value in high stakes negotiations

How do you build a sales team that doesn’t crumble under pressure? 30-year sales veteran Vanessa Giuliani joins Holden Advisors CEO Brian Doyle and host Tracy Dent to unpack real-world lessons from high-stakes negotiations across the US, UK, and Canada. 


From poker-playing procurement tactics to sales team transformation, this episode is full of stories and takeaways for sales leaders up against tough procurement teams and challenging negotiations.


Topics covered:

  • Sales leadership during pricing pressure
  • Building sales teams that protect value and don’t fold against procurement
  • Regional differences in negotiation style
  • Real stories from negotiations and what to do when it turns into a game of poker



ABOUT VANESSA


Vanessa has been leading teams for 30 years with in-depth experience in financial services, data management, software, technology, credit, and fraud. Most recently, she was the general manager of an international business unit of a multi-billion dollar Fortune 1000 company.


With experience with large and complex organizations like Equifax and CIBC Bank, she has built new revenue streams, set up data exchanges, product transfer between countries, migrations, transformations, and developing new lines of business from the ground up. Connect with Vanessa: https://www.linkedin.com/in/vanessa-giuliani-/Connect with Brian: https://www.linkedin.com/in/brianadoyle/Connect with Tracy: https://www.linkedin.com/in/tracyleighdent/


ABOUT HOLDEN ADVISORS


Holden Advisors is a boutique consulting firm specializing in B2B pricing and sales performance. We help companies understand their value through the eyes of their customers and use these insights to develop, price, and sell solutions that meet evolving market demands.


Our tailored strategies are designed to improve differential value and go-to-market execution. With decades of expertise in value-based pricing, sales implementation, and negotiation, we partner with companies to build and protect their pricing power.


Learn more at www.holdenadvisors.com

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4 months ago
49 minutes 9 seconds

If Prices Could Talk
What autonomous cars are teaching us about pricing power

In this episode of If Prices Could Talk, Tracy Dent is joined by Greg James and Jeet Mukherjee to break down the economic, strategic, and emotional factors shaping the autonomous vehicle industry. 


What’s the difference between Tesla’s feature-based pricing and Waymo’s per-mile approach? How does trust impact pricing power? What happens when legacy companies are forced to compete in platform economics?


This episode explores the economic and emotional levers driving how we think about value, and what they mean for leaders facing disruption from AI.

 

 


Key Themes:

  • Trust as a critical lever in emerging markets
  • Subscription vs. CapEx vs. outcome-based pricing
  • The role of entropy in complex commercial models
  • What B2B leaders can learn from the AV transformation




ABOUT GREG


Granted with 14 patents, Greg is a 30-year industry veteran who has led engineering teams at companies like Intel, Verizon, and Google. Throughout his career, he has led mechanical design teams, enabled customers to manufacture with Intel's advanced SMT and socketed chips, and developed and delivered thermal and mechanical solutions for mobile PCs.  



Connect with Greg: https://www.linkedin.com/in/gregoryajames/ 


Connect with Jeet: https://www.linkedin.com/in/jeet-mukherjee-58462a1/


Connect with Tracy: https://www.linkedin.com/in/tracyleighdent/



CHAPTERS

00:00 Introductions

01:01 The rise of Waymo

08:02 Understanding the value drivers

17:23 What is entropy in auto pricing? Complexity, confusion, and value erosion

33:40 Platform economics and labor disruption; pricing the unknown

38:13 Cost per mile and what customers actually pay for

43:10 Final takeaways and B2B learnings from AV innovation



Research referenced:


https://www.tandfonline.com/doi/full/10.1080/15389588.2025.2499887#abstract


https://www.moneygeek.com/resources/costs-of-car-ownership/


https://waymo.com/safety/


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5 months ago
51 minutes 50 seconds

If Prices Could Talk
Pricing power lessons from Klarna, Foot Locker, and Airbnb

Join us to unpack the biggest pricing and strategy headlines from the last few weeks. From Klarna’s AI stumble and rising credit defaults to Airbnb’s push to become a full-service travel platform — we explore what these moves mean for value perception, customer trust, and margin pressure. Plus: the implications of Dick’s potential acquisition of Foot Locker, and new consumer sentiment trends out of Europe.

Topics include:

  • Klarna’s AI overcorrection and credit losses
  • Airbnb’s push to become the “everything app”
  • Foot Locker + Dick’s Sporting Goods: what pricing leaders should watch
  • New insights on European consumer sentiment and pricing sensitivity
  • The evolving role of AI in shaping how we buy and sell



Roundtable episode with Jeet Mukherjee, Pete Morelli, Richard Klein, and Tracy Dent. 



CHAPTERS

00:00 Introductions


01:21 PYMTS.com: Klarna Marks 100 Million Customers as Losses Nearly Double https://www.pymnts.com/earnings/2025/klarna-marks-100-million-customers-as-losses-nearly-double/


11:29 TechCrunch: OpenAI upgrades ChatGPT search with shopping features https://techcrunch.com/2025/04/28/openai-upgrades-chatgpt-search-with-shopping-features/


23:18 Reuters: Dick's Sporting to buy Foot Locker for $2.4 billion to fight soft demand https://www.reuters.com/markets/deals/dicks-sporting-goods-acquire-foot-locker-24-billion-2025-05-15/

 

30:25  WSJ: He Revolutionized Travel. Can Airbnb’s Founder Redesign Your Entire Life? https://www.wsj.com/style/airbnb-services-experiences-founder-brian-chesky-341005e4


36:49 Price flops: Uber, Forever 21, Apple, Wendy’s


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5 months ago
47 minutes 1 second

If Prices Could Talk
The CEO's pricing dilemma with Chris Anderson

In this episode, Chris Anderson joins Tracy Dent and Jeet Mukherjee to break down what it takes to lead a pricing transformation inside a PE-backed company.


From board pressure and sales resistance to customer risk and internal politics, Chris shares the emotional and strategic complexity of navigating pricing change - especially when the spreadsheet says one thing, and the reality says another.


Chris has over 25 years of experience in software and technology development, consulting, and executive leadership. In the last ten years, he served as CEO of AIA Contract Documents, and prior to that, was the CEO of Building Systems Design, Inc. He specializes in  building and customizing software products, eCommerce, web based solutions, and technical team building and development. 


We discuss:

  • Why pricing change feels risky for CEOs
  • How to keep your sales team on board
  • What most teams get wrong about executing a change
  • Managing tension between the board, the market, and your team


Connect with Chris: https://www.linkedin.com/in/chris-anderson-6267ab15

Connect with Jeet: https://www.linkedin.com/in/jeet-mukherjee-58462a1/ 

Connect with Tracy: https://www.linkedin.com/in/tracyleighdent/


Learn more about Holden Advisors:

www.holdenadvisors.com


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6 months ago
34 minutes 6 seconds

If Prices Could Talk
B2B lessons from OpenAI, tariffs, and the $20k EV truck

In this episode, we explore what happens when pricing meets volatility — from SaaS boardrooms to EV factories and grocery aisles.


Join host Tracy Dent alongside Jeet Mukherjee, Pete Morelli, and new Holden Advisors Senior Director Richard Klein as they break down some of the most important business stories of the week through the lens of pricing, strategy, and value.


Topics covered:

  • Why SaaS companies are abandoning the old unit economics playbook
  • Slate’s electric truck as a low cost, low value option
  • Albertsons’ warning on tariffs and ways to communicate price changes
  • Uber + VW’s robotaxi bet and pricing innovation in transportation


Learn more about Holden Advisors: www.holdenadvisors.com


Connect with Jeet: https://www.linkedin.com/in/jeet-mukherjee-58462a1/

Connect with Pete: https://www.linkedin.com/in/petermorelli/

Connect with Richard: https://www.linkedin.com/in/richardfgklein/

Connect with Tracy: https://www.linkedin.com/in/tracyleighdent/



Chapters

00:00 Introductions and welcome to Richard


02:23 How AI agents are rewriting the SaaS playbook https://news.crunchbase.com/ai/rethinking-unit-economics-saas-playbook-sagie/


07:56 TechCrunch: Windsurf slashes prices as competition with Cursor heats up

 https://techcrunch.com/2025/04/23/windsurf-slashes-prices-as-competition-with-cursor-heats-up/


The Verge: Why are companies lining up to buy Chrome? https://www.theverge.com/chrome/656613/google-chrome-buyers-openai-yahoo-perplexity


16:24 The Washington Post: Trump praises Bezos after Amazon denies plan to show tariffs’ costs https://www.washingtonpost.com/business/2025/04/29/amazon-trump-tariffs-leavitt/


Fortune: Albertsons tells suppliers to eat the cost of tariffs: ‘We are not accepting cost increases’ https://fortune.com/2025/04/25/albertsons-suppliers-tariffs-price-cost/


25:48 Tariff impact on consumer confidence


26:52 The Verge: The $20,000 American-made electric pickup with no paint, no stereo, and no touchscreen https://www.theverge.com/electric-cars/655527/slate-electric-truck-price-paint-radio-bezos


30:44 TechCrunch: Uber, Volkswagen pair up to launch robotaxi service in US with self-driving, electric microbuses https://techcrunch.com/2025/04/24/uber-and-volkswagen-pair-up-to-launch-robotaxi-service-with-self-driving-electric-microbuses/


Futurism: Kawasaki Shows Off Concept for Rideable Horse Robot

https://futurism.com/the-byte/kawasaki-rideable-horse-robot 

36:12 Pricing flops

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6 months ago
44 minutes 29 seconds

If Prices Could Talk
Pricing with confidence in a fear-driven market with Scott Leick, RhythmScience

In this episode, Tracy sits down with Scott Leick, SVP of Finance & Analytics at RhythmScience, and Patrick McCullough, Partner at Holden Advisors, to discuss pricing, analytics, negotiations, and new product launches. 


We discuss:


  • ​How to use analytics to replace gut instinct in pricing decisions
  • ​Lessons from the drug-eluting stent “race to the bottom” on price
  • ​How to price new tech when the market is uncertain
  • ​The impact of private equity ownership on purchasing power
  • ​How to align commercial teams when sellers are under pressure to deliver



About Scott

Scott Leick is the SVP of Finance and Marketing at RhythmScience. He has almost 25 years of experience in pricing at companies from the Fortune 50 to Series A SaaS startups, including executive roles at Medtronic, C.H. Robinson, and Acutus Medical. 


Learn more about RhythmScience: https://www.rhythm360.io


Learn more about Holden Advisors: https://www.holdenadvisors.com



Connect with Scott: https://www.linkedin.com/in/scottwleick/

Connect with Patrick: https://www.linkedin.com/in/pmccullough-holdenadvisors/

Connect with Tracy: https://www.linkedin.com/in/tracyleighdent/


 

CHAPTERS

00:00 Introductions

04:01 How data builds sales confidence in B2B

17:26 Lessons from price wars

27:55 How to price new tech without undervaluing innovation

35:16 Pricing discipline when sales pushes for volume

37:36 How PE ownership is reshaping purchasing power

51:10 Advice for navigating pricing pressure and defending value

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6 months ago
53 minutes 16 seconds

If Prices Could Talk
Negotiating with backbone and AI with Josh Read, IDVerse

In this episode of If Prices Could Talk, Josh Read, COO of IDverse, and Brian Doyle, CEO of Holden Advisors, join Tracy Dent to unpack the realities of high-stakes B2B negotiations. From handling procurement pressure to identifying buyer types and navigating cultural dynamics in global deals, this episode brings stories from the front lines of enterprise selling, and how AI and analytics are changing the game and what stays timeless about value-based negotiation.

We discuss:

  • What’s changed in complex B2B negotiations
  • How to recognize and sell to different buyer types (including poker players)
  • Real stories of sales teams holding their ground against pricing pressure
  • How to use AI and data to give your sellers confidence



ABOUT JOSH

Josh is the Global Chief Operating Officer of IDVerse – A LexisNexis Risk Solutions Company. IDVerse enables businesses to verify identities globally with industry-leading AI-driven Identity Verification Platform. They innovate at the forefront of identity verification and fraud prevention, helping businesses create secure, seamless, and inclusive digital experiences. With over 30 years of leadership experience across Sales, Product, and Operations in Software, Data, and ICT B2B organizations, Josh has scaled global businesses, optimized operations, and driven commercial growth in highly complex and regulated industries.

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6 months ago
46 minutes 22 seconds

If Prices Could Talk
Surviving tariffs and market volatility

In this episode, Jeet Mukherjee and Tracy Dent unpack how businesses can navigate today’s chaotic economy — from inflation and tariffs to supply chain risks and uncertainty. We explore how to manage volatility across your product portfolio and what leaders must do in the short term and over the next few years.


We discuss:

  • How to build flexible pricing strategies in unpredictable environments
  • The  impact of tariffs and how to prepare
  • Systemic fixes vs. urgent tactical moves
  • Levers for creating value during recessions and deflation




CHAPTERS

00:00 Introductions

01:01 Tariff strategy vs. tactics in volatile markets

08:45 How to navigate price changes during tariff volatility

14:01 Cost plus and value based pricing during tariffs

18:55 Outdated assumptions about pricing during volatility

24:10 Getting the sales force ready

28:14 Navigating consumer confidence in B2B

35:10 Big picture strategies for US manufacturing 

38:15 What to do if we reach stagflation

40:39 Advice for C-Level

 

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6 months ago
47 minutes 27 seconds

If Prices Could Talk
Leading through change with Kelly Nagel

In this episode, we sit down with Kelly Nagel, former President & GM of Jabra North America, to talk about building influence, securing buy-in for large-scale transformations, and aligning sales and pricing strategies with value.


Kelly shares hard-won lessons from her 30-year tech career, including insights from her time at Ingram Micro and Jabra, and takeaways from leading transformation while working to win hearts, minds, and margins.


About Kelly

With over 30 years of experience as a purpose-driven technology leader, Kelly specializes in empowering professionals to unlock their full potential and achieve exceptional results. As the Founder and CEO of Explore Beyond Coaching, she's focused on mentoring women in tech, guiding them to break through barriers and thrive in leadership roles.


CHAPTERS

00:00 Introductions

03:00 Building specialized sales teams with data and analytics; creating trust in relationships

14:29 Gaining buy-in on ambitious goals

20:02 Understanding motivations to influence across teams

27:25 Learnings from large scale contract negotiations

35:14 Changing trajectory in your career

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7 months ago
37 minutes 7 seconds

If Prices Could Talk
How usage-based pricing is reshaping revenue models with Adam Howatson, LogiSense

In this episode, Adam Howatson, CEO of LogiSense and author of The Usage Economy, joins Pete Morelli and Tracy Dent to explore how usage-based pricing is helping companies future-proof their business models and win in markets where expectations are shifting fast.


We discuss:

  • Why flat-rate subscriptions are losing their edge
  • How to align pricing with real customer usage and value
  • Common pitfalls in transitioning to usage-based pricing and how to avoid them
  • How usage-based pricing is giving CEOs a smarter path to monetization and deeper,  more profitable customer relationships


Adam Howatson is the CEO of LogiSense, a leading provider of subscription-based billing and real-time usage rating solutions. He is a champion of the usage economy, a mix of subscription-based and usage-based billing models that provide businesses the agility they need to charge for any triggered event in the connected world. 


Learn more at www.logisense.com



CHAPTERS

00:00 Introductions

03:31 Why old models are failing

06:22 How usage-based pricing aligns with customer value

08:46 How to work your way up to adopting usage-based models

17:18 Company and consumer benefits of innovating with usage pricing 

25:31 Building customer lifetime value through usage pricing

28:23 Leveraging for upselling and expanding revenue streams

30:36 Positive impact on sales cycles and pricing power 

34:15 The 5 pricing archetypes to build from

39:33 Advice for CEOs exploring usage pricing


Show more...
7 months ago
47 minutes 11 seconds

If Prices Could Talk
The future of enterprise buying: B2B meets B2C

Welcome to the new age of demand creation - where authenticity, AI, and generational buying habits are rewriting the rules of pricing and selling. In this episode of If Prices Could Talk, Tracy Dent is joined by Jeet Mukherjee and Greg James to unpack why and how consumer demand is impacting enterprise buying behavior.


We discuss:

  • The fall of brand loyalty and rise of authenticity and influencer marketing
  • What Gen Z’s buying habits mean for B2B models
  • How go to market strategies are converging across B2B/B2C
  • The impact of personalization, AI, and data signals on selling


 

ABOUT GREG


Granted with 14 patents, Greg is a 30-year industry veteran who has led engineering teams at companies like Intel, Verizon, and Google. Throughout his career, he has led mechanical design teams, enabled customers to manufacture with Intel's advanced SMT and socketed chips, and developed and delivered thermal and mechanical solutions for mobile PCs.  



CHAPTERS

00:00 Introductions

02:16 When B2B buying decisions feel like B2C

08:23 Enterprise influence through data vs. emotion and brand differentiation

13:32 Understanding demand creation and B2B2C, B2P

20:03 How buying habits are changing and the impact on pricing and sales

31:25 How changing consumerism is changing the economy

45:11 How capitalism and B2B will continue to evolve; Economy 2.0

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7 months ago
54 minutes 51 seconds

If Prices Could Talk
Southwest's loyalty shift, Pepsi buys Poppi, and Walgreens' move to private equity

In this episode, Jeet Mukherjee and Pete Morelli join Tracy Dent to break down headlines surrounding Southwest Airlines new strategy, Poppi’s sale to Pepsi, and Sycamore Partners’ acquisition of Walgreens.


We discuss:

  • Southwest Airlines’ revamp of their loyalty strategy, the surrounding controversy, and how the company can win back customers while strengthening their competitive position

  • Pepsi’s acquisition of Poppi, its signal as a shift in beverage trends, and what it means for future growth 


  • Walgreens’ move to go private after 100 years, and how the sale to private equity firm Sycamore Partners raises questions about the industry and ongoing pharmacy disruption from companies like Goodrx and Cost Plus Drugs



CHAPTERS


00:00 Introductions


00:46 Southwest Airlines change in strategy to compete with Big 3

What Happened to Southwest Airlines? A Deep Dive Into Its Decline

How much Southwest, major airlines make on checked bags


15:45 Walgreens gets purchased by Sycamore Partners after an 83% drop in value from peak

⁠Where Did the Retail Giant Go Wrong?⁠

⁠Walgreens is heading down a risky path⁠


24:41 Poppi gets purchased by Pepsi for $2B

Pepsi Co Buys Prebiotic Soda Brand Poppi For Nearly $2 Billion

Can Pepsi’s poppi purchase help it go younger as Americans drink less soda?


Jeet’s LinkedIn: https://www.linkedin.com/in/jeet-mukherjee-58462a1/Pete’s LinkedIn: https://www.linkedin.com/in/petermorelli/Tracy’s LinkedIn: https://www.linkedin.com/in/tracyleighdent/


www.holdenadvisors.com 


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7 months ago
35 minutes 37 seconds

If Prices Could Talk
Navigating pricing complexity with Josh Lowe, NAPA Auto Parts

How does a global distributor with 6,000 stores and 850,000 SKUs scale a pricing strategy that works across independent and corporate-owned locations?


In this episode, we go behind the scenes with Josh Lowe, Senior Director of Price Setting & Analytics at Genuine Parts Company, to break down:


- How independent vs. company-owned stores affect pricing strategy

- Lessons from implementing Pricefx and partnering with systems integrator Experis

- The role of pricing maturity in B2B and how to move up the curve

- Aligning pricing with business goals without causing internal pushback

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8 months ago
42 minutes 1 second

If Prices Could Talk
How Ferrari became Europe’s most valuable car brand

In this episode, Jeet Mukherjee and Pete Morelli join Tracy Dent to break down Ferrari’s differentiation and quality of revenue strategy, Honda & Nissan’s $60B deal collapse, and Nike's possible path to a comeback.


We discuss:  

- How Ferrari became the most valuable carmaker in Europe at a $90B valuation

- What the Honda-Nissan failed merger tells us about the auto market

- How Nike’s new partnership is a comparison to their Michael Jordan era - and what it tells us about today's consumer markets



CHAPTERS

00:00 Introductions


00:31 WSJ:The Wild Economics Behind Ferrari’s Domination of the Luxury Car Market https://www.wsj.com/articles/the-wild-economics-behind-ferraris-domination-of-the-luxury-car-market-8427dff0


18:21 Forbes: Honda CEO Plays Hardball By Demanding That Nissan CEO Resign https://www.forbes.com/sites/peterlyon/2025/02/22/honda-ceo-insists-nissan-ceo-must-resign-for-merger-to-go-ahead/


21:56 Predictions for the auto manufacturer market


26:26 The New York Times: Nike Bets Big on Kim Kardashian https://www.nytimes.com/2025/02/18/style/nike-skims-kim-kardashian.html 



Jeet’s LinkedIn: https://www.linkedin.com/in/jeet-mukherjee-58462a1/ 

Pete’s LinkedIn: https://www.linkedin.com/in/petermorelli/ 

Tracy’s LinkedIn:  https://www.linkedin.com/in/tracyleighdent/ 

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8 months ago
36 minutes 9 seconds

If Prices Could Talk
How to drive industrial growth and value with Per Ohstrom, Chief Outsiders

In this episode, host Tracy Dent is joined by Per Ohstrom, CMO and Partner at Chief Outsiders, and Pete Morelli, Partner at Holden Advisors, for a deep dive into private equity, pricing strategies, and industrial market trends.


We explore key challenges and opportunities for 2025, from the impact of tariffs on supply chains to the pitfalls of traditional cost-cutting strategies. We also discuss how private equity firms can unlock hidden value in their portfolio companies by focusing on pricing power, commercial excellence, and aligning stakeholders.


If you’re a private equity leader, industrial CEO, or commercial strategist, this episode will equip you with insights on navigating uncertainty, driving value, and creating sustainable growth.



ABOUT PER

Per is a CMO and Partner at Chief Outsiders, with 20+ years of international marketing and P&L leadership in $1-2 billion blue chip and private industrial companies. He supports CEOs that want to make their companies more market focused, building cross-functional teams that consistently perform. With a track record in manufacturing, construction equipment, equipment rental, MRO supplies, supply chain, specialty chemicals and other industries, he brings advanced marketing experience to industrials. 



Per’s LinkedIn: https://www.linkedin.com/in/perohstrom/

Pete’s LinkedIn: https://www.linkedin.com/in/petermorelli/

Tracy’s LinkedIn: https://www.linkedin.com/in/tracyleighdent/



AGENDA TOPICS

00:00 Introductions

03:09 The current private equity landscape

07:50 Driving growth in industrials

15:13 Transitioning from cost-plus to value-based pricing

21:08 Aligning PE firms, portfolio company CEOs, and commercial strategy

28:41 Winning with sales and implementing price changes

34:00 Advice for PE and industrial leaders

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8 months ago
38 minutes 14 seconds

If Prices Could Talk
The economics of Super Bowl commercials

In this episode, Jeet Mukherjee and Tracy Dent break down the numbers behind Super Bowl advertising, how companies justify multimillion-dollar ad spends, and what these marketing decisions reveal about consumer behavior.


AGENDA TOPICS


00:00 Introductions

00:44 Why companies spend millions on ads

08:28 When the $7M ad spot is worth it

11:00 Nike’s first Super Bowl ad in 27 years

17:34 Brand building impact of iconic ads

19:11 The disruption of live sports on streaming platforms

21:17 The future of pure play digital ad investments and B2B



Jeet's LinkedIn: https://www.linkedin.com/in/jeet-mukherjee-58462a1/

Tracy's LinkedIn: https://www.linkedin.com/in/tracyleighdent/

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8 months ago
26 minutes 58 seconds

If Prices Could Talk
DeepSeek, OpenAI, and what’s next in the AI race

Greg James joins us to discuss the role of AI in B2B markets. We talk about the recent disruption with DeepSeek, explore real-world applications of AI with pricing processes, and unpack expectations for AI adoption in the coming months and years.



Granted with 14 patents, Greg is a 30-year industry veteran who has led engineering teams at companies like Intel, Verizon, and Google. Throughout his career, he has led mechanical design teams, enabled customers to manufacture with Intel's advanced SMT and socketed chips, and developed and delivered thermal and mechanical solutions for mobile PCs.  



Greg's LinkedIn:  https://www.linkedin.com/in/gregoryajames/

Jeet’s LinkedIn: https://www.linkedin.com/in/jeet-mukherjee-58462a1/

Tracy’s LinkedIn: https://www.linkedin.com/in/tracyleighdent/

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9 months ago
56 minutes 21 seconds

If Prices Could Talk
Welcome to If Prices Could Talk, the podcast where we explore the strategies and tactics that drive effective pricing, sales, and negotiations in B2B. Join us for candid conversations with thought leaders and industry experts as we dive into what’s working, what’s changing, and how to build and sustain pricing power in today’s markets. We’ll explore tactical approaches to value-based pricing, improving sales effectiveness, and best practices for negotiating with backbone.