Send us a text PepsiCo’s latest earnings surprised Wall Street, sending shares up even as U.S. demand slipped. In today's Market Outsiders, Namaan and Jenny Rae unpack what’s driving the numbers, from price increases and consolidation to the rise of challenger brands and new distribution models. They break down how shifting consumer tastes, global supply chains, and strategic M&A are shaping the future of food and beverage. If you want to understand the levers big players are ...
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Send us a text PepsiCo’s latest earnings surprised Wall Street, sending shares up even as U.S. demand slipped. In today's Market Outsiders, Namaan and Jenny Rae unpack what’s driving the numbers, from price increases and consolidation to the rise of challenger brands and new distribution models. They break down how shifting consumer tastes, global supply chains, and strategic M&A are shaping the future of food and beverage. If you want to understand the levers big players are ...
S18E6: Intro to Casing (4 of 10): L.E.K. Profitability Case – Best Boots
Strategy Simplified
30 minutes
1 month ago
S18E6: Intro to Casing (4 of 10): L.E.K. Profitability Case – Best Boots
Send us a text In the fourth installment of our 10-part “Intro to Casing” series, we dive into a profitability case from L.E.K. Consulting that centers on Best Boots, a billion-dollar American footwear company. With aggressive competition from Cuffee Shoes in the work boot segment, Best Boots must decide: defend their position or shift focus to casual boots? Join Ed as he analyzes market data, evaluates distribution channels, and identifies strategic levers to uncover whether Best Boots...
Strategy Simplified
Send us a text PepsiCo’s latest earnings surprised Wall Street, sending shares up even as U.S. demand slipped. In today's Market Outsiders, Namaan and Jenny Rae unpack what’s driving the numbers, from price increases and consolidation to the rise of challenger brands and new distribution models. They break down how shifting consumer tastes, global supply chains, and strategic M&A are shaping the future of food and beverage. If you want to understand the levers big players are ...
