Managing Director & Senior Partner
Andreas Gocke leads The Boston Consulting Group's global work in the chemical sector. He is a core member of the firm's Industrial Goods practice. He is also a core member of BCG’s Center for Digital in Industrials.
Since joining the firm in 1996, Andreas has focused on working with clients in the chemicals industry. He has also acquired deep experience in and knowledge about procurement and the aerospace and defense industries.
He believes strongly in empirically proven patterns of value generation: operational and cost improvements are a must in the short and medium term, whereas sustainable value can be achieved only with successfully implemented growth strategies.
Before joining BCG, Andreas worked at the University of St. Gallen.
Our annual assessment of chemical companies’ TSR shows steady growth from 2017 to 2021, daunting turbulence so far in 2022, and viable strategies for recovering.
In this tenth-anniversary report, BCG looks back and ahead. What distinguishes the industry’s highfliers? It’s not location, product line, or M&A. It’s innovation and acumen.
Commoditization, new consumer attitudes, and shifting environmental regulations, plus COVID-19, are adding up to unprecedented disruption.
Chemical demand weakened last year. Here’s how the winners adapted—and how sustainability impacts the industry.
Mastering the interplay between materials and printing technologies will be critical to success in the industry’s increasingly competitive ecosystem.
The increase in total shareholder value is concentrated in companies that sell specialty products in both emerging and developed markets.
An active M&A strategy that is tuned to sense new business opportunities around the globe has never been more important.
The industry as a whole has not been generating much growth, but one subsector is a notable—and instructive—exception.
The choice of business model may determine a company’s total shareholder return more than any other factor in the chemical industry today.
Exposure to emerging markets has been hard on chemical companies' stock prices. Still, the right move isn’t to retreat—it’s to rethink strategy.