logo
episode-header-image
Oct 2024
24m 15s

Portfolio and performance: Priorities fo...

McKinsey Retail & Consumer Goods
About this episode

The consumer goods industry, once an investor darling, has underperformed in recent years. Companies can prioritize six actions to simultaneously revive revenue growth and cut costs.

See www.mckinsey.com/privacy-policy for privacy information

Up next
May 7
How the sporting goods industry can turn uncertainty into opportunity
The authors of a new report, Sporting Goods 2025, explore key themes that will shape the market and highlight consumer trends that could represent paths to growth.See www.mckinsey.com/privacy-policy for privacy information 
22m 13s
Feb 2024
Luxury retail is about ‘emotions, not transactions’
The physical shopping experience matters more than ever, says Value Retail founder Scott Malkin, whose company owns some of the world’s best-performing luxury shopping destinations.See www.mckinsey.com/privacy-policy for privacy information 
21m 26s
Jan 2024
How product design can yield ‘triple wins’: Growth, margin, and sustainability
Some consumer companies have simultaneously increased sales, cut costs, and reduced carbon emissions. Their secret? Paying closer attention to the design of their products and packaging.See www.mckinsey.com/privacy-policy for privacy information 
23m 54s
Recommended Episodes
Aug 2021
“This stock is the gift that keeps on giving.”
Nvidia shares pop on a stellar 3rd-quarter report. Robinhood’s stock falls after its first report as a public company and warnings from management that trading activity is slowing down. Tim Beyers analyzes those stories, as well as how Cisco Systems’ recent acquisitions are fueli ... Show More
15m 28s
Aug 1
ICYMI: Ambiq's Low-Power Chips Gain Wall Street's Favor
Ambiq Micro Inc. shares rose 61% in their first trading day, after the maker of ultra-low power semiconductors for AI applications raised $96 million in an upsized initial public offering. Shares of the Austin-based company closed at $38.53 each on Wednesday in New York, above th ... Show More
8m 53s
Aug 8
Here's Why Big Tech's Soaring Valuations Have Some Worried
The world's biggest technology companies have reported another period of strong earnings, adding to the recent rally in their share prices. Microsoft became only the second company to reach a $4 trillion valuation. Some market watchers are concerned that the valuations of the so- ... Show More
9m 54s
Mar 2025
Nvidia’s New AI Offerings, Musk Buys More X Shares
Bloomberg’s Caroline Hyde and Tim Stenovec discuss how analysts are reacting to Nvidia's product roadmap. Plus, Cloudflare CEO Matthew Prince describes how his company’s new product helps safeguard enterprise AI. And Elon Musk has been buying more shares of his social media compa ... Show More
43m 2s
Jul 2024
Meta Sales Surpass Estimates on Advertising Growth
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Contributor Jon Erlichman and Bloomberg News Social Media Reporter Aisha Counts break down Meta reporting better-than-expected sales for the second quarter, offering evidence that the company’s h ... Show More
29m 16s
Apr 2022
The Vibe Economy and Amazon Moves into Space
Felix, Mihir and guest host Stephanie Mehta discuss the recent spate of companies going public without profits and what Amazon’s moves into space mean for their competitors and consumers. Hosted on Acast. See acast.com/privacy for more information. 
33m 27s
Aug 2024
Return Stacking
The idea of using leverage to layer one investment return, say equities, on top of another, say a managed futures strategy, is something institutional investors have been doing for decades under the term “portable alpha.” Now a suite of young, fast-growing exchange-traded funds h ... Show More
27m 40s
Aug 2024
The New SaaS Mendoza Line - Growth Expectations for a SaaS IPO
The SaaS Mendoza line highlights the slope of the long term growth rate that investors expect and operators should target on a path to IPO. Dave "CAC" Kellogg and Ray "Growth" Rike break down the updated expectations.Veteran software VC, Rory O’Driscoll of Scale Venture Partners  ... Show More
22m 51s
Jul 2024
Think you know what consumers want? Think again.
Consumers say they want experiences over goods. As always, they are looking to get the most value for their dollar. Even when it comes to sustainably produced products and services, the price must be right. On this episode of The McKinsey Podcast, McKinsey senior partner Sajal Ko ... Show More
34m 25s
Jul 2020
Big Tech – Big Profits, Busiest Week of Earnings Season Wraps Up, Questioning Kodak
Carl Quintanilla, Jim Cramer and David Faber breakdown the blowout results from big tech. Apple posting a blowout third quarter, sales were up 11%, the tech giant also announcing a 4-for-1 stock split. Plus, hear what Apple CEO Tim Cook told Cramer. Amazon sales soaring, trouncin ... Show More
45m 14s