Insight
The Regional Banking Earnings Paradox
Q4 2025: Record Profits, Rising Risks, and the Race Nobody Is Talking About The Quarter That Should Worry You
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Matt Katz, Managing Partner and Head of Retail & Consumer Packaged Goods recently spoke with WWD about how the ‘starts and stops’ of the pandemic have shaped both consumer buying habits and the digital acceleration of retailers. Matt explains that extended store closures have forced retailers to undergo “seven-years of digital acceleration” in just four months in order to adapt to regulations and meet consumer demand.
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Q4 2025: Record Profits, Rising Risks, and the Race Nobody Is Talking About The Quarter That Should Worry You
Learn MorePrivate equity entered 2025 with a familiar set of expectations: meaningful rate relief, a broad rebound in deal
Learn MoreExcess inventory exists not because strategy is unclear, but because trade-offs are fragmented. A planner adds buffer to protect service. A plant batches to
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