Insights

Research and analysis, published.

The thinking behind our advisory work, in one place. Jump to a practice area if you already know what you're after.

AI agents are starting to browse, compare, and check out on behalf of consumers. Here's what that means for discovery, pricing, and brand strategy.

How India's largest FMCG player rebuilt its playbook for a digital first, quick commerce driven market, and what founders can steal from it.

A look at the categories and playbooks behind the D2C brands breaking out this year, and the common threads in how they got there.

Each quick commerce platform rewards a different listing, pricing, and ads strategy. Here's how to think about each one on its own terms.

Blended CAC hides more than it reveals. A practical framework for measuring what your marketplace ad spend is actually buying.

Revenue growth without contribution margin discipline is a countdown clock. A line by line framework for knowing your real unit economics.