Our Thought Leadership 

Since 2020, cumulative grocery price increases of ~30%, the rise of $60B+ retail media, and mainstreaming of Gen AI have permanently reshaped how consumers discover, evaluate, and buy CPG products. True brand loyalty has fallen to 29%. Yet most CPG organizations still invest using legacy funnel assumptions. This report maps what's changed across every phase of the consumer journey – and what it demands of brands competing for choice, loyalty, and lifetime value.

The 'average' consumer is a deceptive baseline. In 2026, a K-shaped divergence has split consumers, retailers, and brands into two accelerating extremes – while the undifferentiated middle shrinks. This report analyzes five macro-trend divergences impacting CPG and Consumer Electronics: macroeconomic asymmetry, the new consumer calculus, unified commerce, the barbell marketplace, and technology's new rules. With 29 data sources and sector-specific strategies.

A comprehensive framework for building learning plans that get funded. Includes 8-step process (with our Free Template), client priorities, and strategies for CPG and CE brands to turn budget constraints into competitive advantage.

This HBR-backed blog explores five question types and strategic questioning CXOs can use to improve decisions and loyalty.