AI Fuels Productivity Talk
Published in August 2025 — With CEO mentions of AI continuing to increase, references to “productivity” reached a five-year peak during Q3 earnings calls through July 31, 2025.
Navigating New Tariffs
Published in June 2025 — CEOs have grown more cautious in the face of tariff uncertainty, but the longer they wait to move forward with big decisions, the more they risk sapping growth momentum.
CEOs Recalibrate Their Global Operating Model
Published in June 2025 — In a period of geopolitical upheaval, international businesses need to rethink how the different parts of their company work. Supply chain resilience is taking priority in the near term. Strategic partnerships can be an alternative to cross-border M&A. Sales and talent management are likely to be more regionalized.
No Quarter Given by Investors
Published in May 2025—While CEOs figure out how to respond to the threat of higher tariffs, investors are still holding them to their earnings forecast. Supply chain resilience, profit margins, and debt levels are also under scrutiny.
Tariffs Weigh on Consumers’ Minds
Published in March 2025 — CEOs, take note: BCG’s latest consumer radar shows most expect their personal finances to be hit by higher prices as a result of tariffs.
