Leadership

When Strategy Backfires: Producers' Role In Supply Shock

The time to de-risk forecasts for inflation impacts is now, given that the commodities crunch can pivot into consumer price stresses in the months ahead.

Leadership

Material Crisis Can Pivot Into Material Opportunity: Here's How

Choked off supply – like now, where at every turn, fatal-error bottlenecks, with temporary but indefinite timelines for restoration of normalized channel volume, clog visibility – can and will quell demand. Where's the opportunity?

Leadership

Chain Reaction: How Will Builders Respond To Input Pressures?

Back-half margin compression looks likely as homebuilders absorb input cost spikes and hit selling price push-back.