Bloomberg Daybreak: Europe Edition The CEO Radar: 'No Regret' Moves for CEOs Facing Uncertainty (Sponsored Content)
Jul 27, 2025
Rich Lesser, BCG Global Chair, joins to explore the shifting landscape CEOs face amidst economic uncertainty and tariff pressures. They discuss insights from over 4,500 earnings calls, revealing concerns over downturns and consumer behavior shifts. Strategies for resilience emerge, focusing on AI integration and supply chain optimization. Lesser emphasizes the need for balanced business approaches that prioritize risk mitigation while navigating rapid technological changes in a competitive global market.
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Tariffs Fuel Economic Anxiety
- Tariff discussions overshadow growing CEO anxiety about a potential economic downturn.
- Though tariff tensions eased slightly, the likelihood of an economic slowdown persists if tariffs stay elevated.
Consumer Caution Amid Inflation
- US and European consumers show increasing caution, trading down and seeking bargains amid inflation worries.
- Despite caution in household spending, consumers maintain spending on travel and technology.
No-Regret CEO Moves
- CEOs should create a tariff command center to manage uncertainty and supply chains immediately.
- Invest in medium-term productivity and customer relationships, and embrace AI strategically over 2-5 years.