Overview
Strategy and brand work for consumer companies as discovery, distribution, and trust are re-mediated by AI agents and new media economics.
Consumer companies are being re-intermediated for the second time in a generation. AI agents are taking over discovery; first-party data is being walled off; legacy retail is consolidating; and brand is — once again — the most defensible asset on the balance sheet.
We work with consumer brands, retailers, and CPG operators on positioning, channel strategy, and the operating model for an AI-mediated market.
Where we work
Brand as moat
Building durable consumer preference when discovery is mediated by agents and search collapses.
Channel & DTC
Re-balancing wholesale, marketplace, and direct-to-consumer for unit economics that actually work.
First-party data
Customer data architecture, loyalty design, and the AI use-cases they unlock.
Retail formats
Network strategy, format innovation, and the workforce model for the next generation of physical retail.
Engagements
- 01Brand strategy and positioning programs
- 02Channel and DTC operating-model reviews
- 03First-party data and loyalty design
- 04Retail format and network strategy
Questions we work on
- What does our brand mean when an agent is doing the choosing?
- Which channels earn their cost — honestly?
- How do we use first-party data without losing the customer's trust?
- What is the right role for stores in the next decade?
Engagements begin with a private conversation.
Engage with UsOther industries
Financial Services
Banking, insurance, and asset management at the inflection.
02Energy & Resources
The transition is a capital allocation problem.
03Technology, Media & Telecom
Where the AI re-pricing lands first.
04Healthcare & Life Sciences
Outcomes economics, not throughput economics.
05Industrial & Advanced Manufacturing
Reshoring, electrification, and the new industrial logic.
07Public Sector & Sovereign
State capacity for a contested decade.