Bain & Company

Executives across industries are coming to a sobering conclusion as their businesses navigate more tariffs: this is yet another massive hit to a supply chain system that no longer works—because it was built for a world that no longer exists. Winning in today’s disrupted world demands bold trade-offs and strategic transformation. Explore the three overarching principles that emerging leaders are using to stay ahead. https://atbain.co/4lfqA6b

Strategy has rarely been a focal point for most private equity firms. But as the industry matures, structural shifts are intensifying competition for deals and capital—making strategic focus more critical than ever. Our annual report examines how leading firms are setting themselves apart with a clear ambition for where to compete and a bold, actionable strategy to win. https://atbain.co/4ldS2kE

With two-thirds of US consumers anticipating higher prices due to tariffs, the instinct may be to brace for impact. But few have actually changed their shopping habits—at least for now. In this video, Leah Johns breaks down the top concerns of US consumers and where business leaders should focus their attention. Learn why leaders should tune out the noise and focus on what really matters: https://atbain.co/43K7sa3

Global supply chains, once a source of efficiency, have become a wellspring of risk. Rising costs, unpredictable disruptions, and geopolitical shifts have prompted most companies to rethink their sourcing and manufacturing strategies. Discover how leaders are taking a comprehensive approach to unlock the full benefits of nearshoring. https://atbain.co/3FQam3g

As costs rise and delays mount, energy and natural resources executives are rethinking their approach to capital projects. To navigate these challenges, companies are adjusting their strategies on multiple fronts to reflect what’s feasible in the current environment. Learn more. https://atbain.co/3QZ0S8b

Generative AI is setting a new standard in mergers and acquisitions dealmaking. The most active acquirers already lead in AI adoption, with 36% harnessing the technology to sharpen their M&A strategies. In Forbes, Sarah Elk explores how early adopters are identifying targets faster, underwriting deals with greater confidence, streamlining diligence and integration, and ultimately delivering higher shareholder returns than competitors. https://atbain.co/4iKTOZ0

In the wake of recent tariff announcements, and “China Plus” manufacturing diversification moves since 2018, companies are wondering if their diversification plans (often to Vietnam, Mexico, Taiwan, Thailand or India) will still be worthwhile with new US trade policies. Forthcoming announcements will undoubtedly cause more turmoil, with further negotiations and retaliatory actions. It’s critical to look beyond the headlines and consider the medium-term outlook across trade partners before making strategic decisions. Find out how companies can navigate the uncertainty of evolving US trade policy in our latest brief. https://atbain.co/4clmbdR

Insurgent brands shook up the market in 2024— capturing an outsized (and increasing) share of incremental growth. 🚀 Food insurgents: Less than 1% market share, yet driving 27% of total growth 🥤 Nonalcoholic beverage insurgents: Just 3% market share, but capturing 32% of category growth 🧴 Personal care insurgents: A mere 3% market share, yet commanding 45% of category growth 📈 Volume surge: While price increases remained low, insurgent volumes grew nearly 60% year over year What’s their secret? These brands follow a distinct growth playbook that delivers sustainable success. Explore the full list and uncover the strategies behind their rise. https://atbain.co/42m4NB9

77% of leaders are seeing real productivity gains from AI, according to our recent generative AI adoption survey. To turn early wins into lasting scale, talent systems need to evolve alongside the tech. Explore why HR is essential to making gen AI work at scale: https://atbain.co/4iXv7Za

Major US telecom operators face a $28 billion free cash flow gap to reach their aspirational share prices. With new revenue sources slow to scale, closing the gap requires strategic cost-cutting and efficiency gains. Leading companies are simplifying offerings and operations, adopting a digital-first approach, and tailoring services to each customer segment. Discover why a bold cost strategy is key to sustainable value creation. https://atbain.co/4iMjfcp