Category: Uncategorized

  • Anchors Away? How consumers are adjusting to new price levels

    Anchors Away? How consumers are adjusting to new price levels


    In the latest installment of the Expert Interview Series for Game Changer, pricing expert Lionnel Bourgouin explores why some companies are making the transition from the Custom Game to the Choice Game. By seizing opportunities to simplify their portfolios, focus on specific segments, and sell on value instead of on discount, these companies are improving their financial performance and their customer loyalty.…

  • When pricing, profits, and public safety collide

    When pricing, profits, and public safety collide


    News reports throughout 2025 raised concerns about large price increases for the software and equipment that fire departments and emergency professionals in the United States need.ย The New York Times (NYT)ย reported late last year about theย sharp price increases for the software packagesย that departments require for tracking incidents and managing their work. The market for emergency services…

  • Why experts say Halloween candy prices continue to climb, in two charts

    Why experts say Halloween candy prices continue to climb, in two charts


    When kids dig into their trick-or-treat bags this weekend, theyโ€™ll be searching for their favorite sweets. Me? Iโ€™m searching for pricing outcomes, because theย bag contentsย will reflect pricing decisions that candy companiesย made over the last few months. One ingredient made all the difference: chocolate. Cocoaย pricesย have more than doubled since early 2024, according toย aย recentย Reutersย report. Around 70% of…

  • Study Highlights Grocery Storesโ€™ Expanding Role in Convenient, Affordable Dining

    Study Highlights Grocery Storesโ€™ Expanding Role in Convenient, Affordable Dining


    This Friday, we’ll get a fresh look at inflation data in the United States. But I have always suggested that we look beyond the headline number โ€“ which is an average across thousands of products โ€“ and look instead for clues into how consumers are changing their behavior in response to real or perceived inflation.…

  • In defense of โ€˜surveillance pricingโ€™: Why personalized prices could be an unexpected force for equity

    In defense of โ€˜surveillance pricingโ€™: Why personalized prices could be an unexpected force for equity


    Surveillance pricing? Price discrimination? Dynamic pricing? The mere mention of these topics has recently caused some customers, government officials, and online commentators to howl in protest. So when an essay comes along with some praise for surveillance pricing, it is worth taking a closer, critical look. Aradhna Krishna, a marketing professor at the University of…

  • Tariffs and inflation: Itโ€™s game time for pricing strategy

    Tariffs and inflation: Itโ€™s game time for pricing strategy


    Dear Friends, After months of uncertainty, the tariff dust has settled for most US trading partners and industries. US tariffs will average around 10-15%, with variances by country and sector. These historically high tariffs mark the largest increase since the disastrous Smoot-Hawley Act of 1930. While a few more changes may still occur, we donโ€™t…

  • What happens if AI personalizes every price you see?

    What happens if AI personalizes every price you see?


    Dear Friends, We know the adjectives that probably immediately popped into your mind when you read that headline: Orwellian. Dystopian. Scary. Unfair. But the adjectives donโ€™t all need to be negative. We canโ€™t rule out the idea that there are ways for consumers to benefit from that trend, or at least have some agency over…

  • Sunday morning rabbit hole: growth, inequality, and a half-century of surprises

    Sunday morning rabbit hole: growth, inequality, and a half-century of surprises


    This morning I had a discussion with ChatGPT that converged in this chart comparing GDP per capita growth and income inequality (Gini index) over the past 45 years for eight countries โ€” the US, France, Japan, China, India, and three from Latin America: Brazil, Mexico, and Argentina. I did not check every single data point…

  • Has the US economy forgotten how to grow?

    Has the US economy forgotten how to grow?


    Dear Friends, The acute challenges that business leaders face today should not prevent them from thinking in terms of longer time horizons. From that perspective, one can build an argument that the toughest business challenges are not about dealing with todayโ€™s tariffs, ongoing geopolitical tensions, or other sources of economic volatility. The toughest challenge is…

  • When Will AI Take Over Your Business?

    When Will AI Take Over Your Business?


    In: Gen AI

    Dear Friends, After a hiatus of a few months, my co-author Arnab Sinha and I are resuming the publication of this newsletter. So far in 2025 we have found that the pricing hexagon and the pricing games have continued to resonate as business leaders address acute challenges such as tariffs and longer-term challenges such as…

  • Tariffs and the Power Game: A Prisonerโ€™s Dilemma with a Twist

    Tariffs and the Power Game: A Prisonerโ€™s Dilemma with a Twist

    If your firm is battling against a small number of strong competitors to serve a handful of powerful customers, the implementation of significant tariffs risks upsetting a delicate balance of power in the industry that reflects narrow differences between sellers. Thatโ€™s why even one pricing misstep amidst the uncertainty can have a material effect on…

  • Restaurant’s Has Increased Prices By Nearly 100% Over 5 Years

    Restaurant’s Has Increased Prices By Nearly 100% Over 5 Years

    Casual dining restaurant chains in the US are facing some moments of truth in 2025. After five years of raising their prices at a faster pace than inflation, they may need to get more creative at a time when the combination of rising costs and sharply declining consumer confidence threaten their margins. For many, this…