Executive Insights

Investment Spotlight | May 25, 2017 | By: L.E.K. Consulting U.S. quarterly oil productivity* (2008-2017E) North American key shale players drilling break-even prices (2013-2016) Getting ready for a crude comeback

A confluence of factors, including rising global demand and recently announced production cutbacks by OPEC, is expected to provide a tailwind for the currently rebounding oil and gas industry. In this Investment Spotlight, we explain how the market’s current pace of recovery points to potentially attractive growth opportunities for well-positioned companies.

Volume XIX, Issue 32 | May 16, 2017 | By: Thilo Henkes, Alan Lewis Worldwide digital printing market by packaging type (2016) Implications of digital printing on traditional packaging value chain players Worldwide digital printing market by packaging type (2010-20F)

Brand owners seeking successful marketing strategies in a highly competitive marketplace are increasingly turning to digital printing to produce innovative packaging designs. In this Executive Insights, L.E.K. Consulting looks at if, when and how digitally printed packaging could change the game across labels, cartons, flexible pouches and corrugated containers. Digital printing has the potential to transform the packaging industry, but it will be a marathon, not a sprint.

Volume XIX, Issue 31 | May 15, 2017 | By: Helen Chen China’s industrial gas market China’s industrial gas in the electronics end market Market dynamics of China’s industrial gas market for the electronics industry Examples of foreign industrial gas companies

Industrial gases have been dubbed the “blood of the industrials market” and play an important role in China’s national economy. However, given the current economic downturn, slowdown in growth and excess capacity reduction, investors may be hard-pressed to determine where new investment opportunities and growth prospects lie. In this Executive Insights, L.E.K. Consulting assesses investment opportunities in this market.

Volume XIX, Issue 19 | March 9, 2017 | By: Geoff Parkin UK contractors / tradesmen usage of mobile devices by work purpose (2016) Six-month average traffic to website for selected builders / specialist merchant websites

The building products and materials industry has watched the dislocation of consumer markets by digital disrupters like Amazon, ASOS and Uber, and is nervous about the shape and speed of the digital threat coming its own way.

Volume XIX, Issue 15 | February 28, 2017 | By: Andrew Allum Example jobs destroyed by automation Example jobs created by automation Key categories of job creation and destruction

The story of automation is only just entering its next chapter, and like all major technological advances of the past, there is significant disruption to come. By acquiring a deep understanding of how the U.K. employment market is developing, its stakeholders can create strategies to get ahead of the curve and capitalize on the opportunities presented by automation.

Volume XIX, Issue 11 | February 8, 2017 | By: Paulo Vandor Power supply and demand in Brazil Revenue/CapEx ratios Brazilian power transmission auctions Number of lots won by type of player in past auctions

Brazil has just entered a new era of investments in power transmission. As the economy recovers from a recession, this Executive Insights examines why April 2017 is a key month for transmission investments, how winners of 2017 auctions will benefit from improved economic conditions, and what investors need to know about market conditions in order to be successful.

Volume XIX, Issue 7 | January 26, 2017 | By: Tom Diplock, Jeremy Wheatland Potential responses to the impact of disruptive technology Strategic choices regarding whether to monitor or develop technology in-house

Disruptive technologies are transforming the industrial sector. In this Executive Insights, L.E.K. partners Tom Diplock and Jeremy Wheatland examine how industrial businesses are responding to disruptive technologies and explain how to make the right strategic choices in order to turn the arrival of new technology into an opportunity.

Volume XIX, Issue 4 | January 23, 2017 | By: John Goddard, Aubry Pierre

Never before has it been so challenging to be a CEO. The high turnover rate among CEOs clearly indicates the need for a new type of leader who is capable of managing new critical tensions, as well as the traditional responsibilities of the corner office. This Executive Insights explores 5 strategic tensions and explains what it takes to overcome the barriers to success.

Volume XIX, Issue 2 | January 13, 2017 | By: David Danon-Boileau, Frédéric Dessertine, Maxime Julian New residential build requirements in France (average 2015-20) Evolution of housing construction starts by type in France (1998-2015) Household confidence in France (1976-2016) Property developers’ sentiment (1991-2016) Housing permits are peaking on a last 12 months basis Senior service-integrated housing (2015)

In this Executive Insights Paris partners David Danon-Boileau, Frédéric Dessertine and Maxime Julian explore the numerous investment and growth opportunities on offer in the french residential construction sector and identify four winning strategies that will enable companies to thrive.

Volume XVIII, Issue 50 | December 23, 2016 | By: Frédéric Dessertine, David Danon-Boileau, Maxime Julian Ranking of distribution channel selection, by contractor specialty - France France contractors’ purchases by channel (residential and commercial) France residential vs commercial contractor price premium by product attribute (2016) Factors influencing use of website as a purchasing channel - France

The horizon is brightening for the building industry, according to a survey of 300 building contractors across France, Germany and the U.K. conducted by L.E.K. Consulting in Spring 2016. In this Executive Insights Frédéric Dessertine, David Danon-Boileau and Maxime Julian examine the results of the survey and discuss the implications for building contractors in France.