Strategy Simplified

S23E30: Why Retail Consulting Firms Are Losing Market Share

July 22, 2026·28 min
Episode Description from the Publisher

Send us Fan Mail Consumer and retail consulting used to be one market. Now it's 4. Each lane pulls a different lever – growth, margin, or talent. Firms that used to compete on "we do consumer and retail" are getting picked apart by specialists who can prove which lever they actually move. In this episode of The Briefing, Japheth sits down with Namaan to break down the 4 lanes reshaping a $70B market, why AI stopped being enough on its own, and why private equity's longer hold periods are turn...

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