Global GDP is likely to fall by 3% in 2020. This is the largest economic downturn since 1945, albeit not at the same magnitude than at the time or during the 1929 crisis. For companies, additional credit will not compensate for losses in capital and value. The only companies to come out of the […]
The exceptional global economic growth of the past 70 years is today threatened by three strong factors. The pressure induced on the middle classes, which results in temptations of national withdrawal and protectionism. The fight against climate change linked to the use of fossil fuels which results – beyond energy savings and changes in the […]
One of the critical roles of boards and chairpersons of large groups is to define the level of ambition for their companies and shareholders in terms of growth and return to share to shareholders. If this level is too high, the risks entailed may lead to losing independence; if it is too low, the company […]
The illusion of low interest rates A recent article in the French magazine Challenges discusses Jean Estin’s latest article, “The illusion of low interest rates.” Published in Challenges, October 2016 Read more
Mr. François Guibert appointed Senior Advisor to Estin & Co Estin & Co is pleased to announce the appointment of Mr. François Guibert as Senior Advisor to the firm starting September 15, 2016. Mr. Guibert will advise Estin & Co on its strategy for Asia and will contribute to its development in this fast-growing region. […]
Décideurs rankings of the best consulting firms For the third year in a row, Estin & Co appears in 2016 in the Décideurs rankings as one of the very top firms in strategy consulting and as the n°1 boutique in strategy consulting in France. Published in Décideurs Collection Guide-Annuaire 2016 Read more
The magic of long-term growth In The magic of long-term growth, Estin & Co argues that strategic theory has always differentiated between high-growth and low-growth businesses, but that the most discriminating perspective as to value creation is not the magnitude of growth, but its duration. The magazine Les Echos features Estin & Co’s analysis in […]
The magic of long-term growth In The magic of long-term growth, Estin & Co argues that strategic theory has always differentiated between high-growth and low-growth businesses, but that the most discriminating perspective as to value creation is not the magnitude of growth, but its duration. The magazine Challenges features Estin & Co’s analysis in its […]
What Groupe SEB got right Estin & Co has assisted Thierry de La Tour d’Artaise in defining the major strategic orientations of Groupe SEB since 1999. L’Usine Nouvelle relates how Groupe SEB became a global leader under his stewardship, based on several interviews including one of Thierry de La Tour d’Artaise and one of Jean […]
Do pure players still have a future? No industry can grow faster than 8-12% per year in the long term. All products, technologies, business models, uses, etc… follow lifecycles of different lengths, sometimes as long as decades. After having grown strongly, their growth stabilises and then reverses, even disappearing to the gain of other products, […]