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We Have a New CPG Guy! + 2022 Retrospective
The CPG Guys
Supply Chain
Brian Krzanoff: I think companies have lost control of the narrative around operating costs with their investors. My fear is that as cost renormalizes, companies aren't going to do the hard work to fix what are inherently some fairly obvious reliability problems in the supply chain. He says he would bet on things like highly or really different types of supply chain production processes in relatively low cost marketsor a little closer to the United States.
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