The Morning Brief Why are Consumer Co CEOs Losing Their Jobs?
Jul 22, 2025
Arijit Barman, Associate Editor at the Economic Times, and Vibhav Dhawan, Partner at Positive Moves Consulting, delve into the recent wave of CEO exits at major companies like HUL and Coca-Cola. They explore the reasons behind this trend, including intense competition and shifting consumer demands. The discussion also highlights how traditional leadership approaches may be failing and the need for innovation. Barman and Dhawan pose important questions about accountability in leadership and the potential normalization of short tenures that reflect a rapidly changing business landscape.
AI Snips
Chapters
Transcript
Episode notes
Legacy Consumer Challenges
- Legacy consumer companies face headwinds from slowing demand, disrupted distribution, and fragmented media spending.
- Their traditional strengths in distribution and advertising are shaken by quick commerce and dominant digital platforms.
Globalization Disrupted Growth Playbook
- Globalization gave way to regionalism and trade barriers, disrupting growth strategies.
- Shareholder activism pressures companies to improve returns and rethink portfolios.
Surprise followed by Acceptance
- Corporate boards were shocked by sudden CEO departures like Rohit Jawa at HUL.
- After initial surprise, boards see change as necessary adaptation to shifting market realities.