In this episode, we discuss value-driven consumers, category fragmentation and strategies companies can adopt to stay competitive in the changing market

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Get more insights: https://www.ey.com/en_us/insights/strategy/macroeconomics

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Navigating a more complex consumer landscape

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In this episode of Macro Bites, EY-Parthenon Chief Economist Greg Daco and EY-Parthenon Americas Consumer Products Leader Katie Johnson unpack the growing complexity of today’s consumer environment. With affordability pressures persisting, cost of capital remaining elevated, geopolitical risks continuing to disrupt supply chains and companies are being challenged to rethink how they define and deliver value.

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Consumers are redefining value

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Consumers are becoming increasingly price-sensitive, actively seeking discounts, switching brands, and exploring new channels to manage rising living costs. At the same time, spending patterns are fragmenting. While many categories face slower growth and fading pricing tailwinds, innovation-led segments such as beauty and personal care continue to command premium pricing, reinforcing the importance of differentiation.

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Engineering growth through portfolio strategy

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For companies, growth can no longer be assumed. It must be engineered. This requires sharper portfolio strategies that reflect shifting consumer preferences, increased exposure to private-label competition, and evolving demand across categories, channels, and geographies. Many organizations are reassessing their portfolios, exploring M&A opportunities, and divesting non-core assets to stay competitive.

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AI as a growth accelerator

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AI is emerging as a critical enabler of transformation. Beyond efficiency gains, leading companies are embedding AI into core workflows to accelerate innovation, reduce time-to-market, enhance content creation, and generate deeper consumer insights. When used strategically, AI becomes a powerful growth engine, enabling faster and more effective responses in a dynamic environment.

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Building resilience for long-term success

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Ultimately, success in this market will depend on resilience and intentionality. Leaders must balance short-term flexibility with long-term strategy while continuously reimagining how they create value for consumers.

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Key takeaways:

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• Consumers are prioritizing value, driving increased price sensitivity, brand switching and demanding for more promotions

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• Growth is slowing as pricing tailwinds fade, requiring companies to actively “engineer” growth strategies

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• Portfolio optimization is critical, with focus on demand shifts, private-label competition and strategic M&A

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• Innovation-driven categories can still command premium pricing despite broader market pressures

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• AI delivers the most impact when embedded into business strategy, accelerating innovation, insights and productivity

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#MacroBites

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#ConsumerTrends

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#ValueDrivenGrowth

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#ConsumerBehavior

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#BusinessStrategy

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#AIinBusiness

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#ConsumerProducts

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EY Workflow Management Suite boosts efficiency, visibility, and automation—minimize costs, maximize value, and transform your workflow.

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Discover how the EY Workflow Management Suite can revolutionise your financial close and operational processes. In this video, we explore the challenges of traditional workflow management—manual tasks, limited visibility, and rising costs—and introduce a smarter, faster, and more efficient solution. The EY Workflow Management Suite delivers top-down visibility, real-time tracking, automated alerts, and strengthened controls with activity evidence and approvals, ensuring increased accountability and transparency from day one.

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Highly customisable and user-friendly, the suite allows easy process changes and seamless integration with your existing systems, leveraging your Microsoft licenses to minimize costs and maximize value. Transform your workflow from manual to insight-driven, unlocking hidden value across your operations and empowering proactive decision-making. Whether you’re looking to streamline financial close or optimize broader business processes, this video highlights proven benefits and practical applications to help you move forward with confidence.

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Ready to transform your workflow management? Connect with your EY team for more information and take the next step toward operational excellence.

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EY Workflow Management Suite boosts efficiency, visibility, and automation—minimize costs, maximize value, and transform your workflow.

---

Discover how the EY Workflow Management Suite can revolutionise your financial close and operational processes. In this video, we explore the challenges of traditional workflow management—manual tasks, limited visibility, and rising costs—and introduce a smarter, faster, and more efficient solution. The EY Workflow Management Suite delivers top-down visibility, real-time tracking, automated alerts, and strengthened controls with activity evidence and approvals, ensuring increased accountability and transparency from day one.

---

Highly customisable and user-friendly, the suite allows easy process changes and seamless integration with your existing systems, leveraging your Microsoft licenses to minimize costs and maximize value. Transform your workflow from manual to insight-driven, unlocking hidden value across your operations and empowering proactive decision-making. Whether you’re looking to streamline financial close or optimize broader business processes, this video highlights proven benefits and practical applications to help you move forward with confidence.

---

Ready to transform your workflow management? Connect with your EY team for more information and take the next step toward operational excellence.

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#MiddleEast #FinancialServices #GeopoliticalRisk

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Market volatility, downstream impacts and how financial services leaders are navigating uncertainty.

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#MiddleEast #Oil #Gas Global chokepoints, Europe’s energy exposure and what prolonged disruption means for oil and gas.

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In this episode of Geostrategy in Action, we examine how the ongoing conflict in the Middle East is affecting financial services firms, and what executives—particularly in the US and globally—need to watch as geopolitical uncertainty persists.

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Adam Barbina, EY Parthenon US Geostrategy Leader, is joined by Andre Veissid, EY Parthenon Global and Americas Financial Services Leader, to explore how the conflict is being interpreted across the sector and how institutions are responding across strategy, execution and risk management.

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They discuss why this crisis represents an energy driven macro shock rather than a systemic financial crisis, how second and third order effects are flowing through markets via inflation, FX and volatility, and why resilience built over the last decade is shaping how firms are performing today. The conversation also examines competitive dynamics across banking, wealth and asset management, the importance of execution and controls in rapidly shifting conditions, and why boards are balancing near term geopolitical risks alongside longer term structural priorities, including AI and scenario planning.

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Key topics covered

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• Why the Middle East conflict is not a systemic threat to US financial services, but a material macro risk

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• How volatility, inflation and FX movements are impacting financial institutions downstream

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• What resilience means in practice for banks, capital markets, and wealth and asset managers

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• How execution, controls and governance are being tested in a high velocity environment

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• Why scenario planning is back and how leading firms are preparing for multiple futures, including AI driven change

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Watch this episode for insight into how financial services firms are navigating geopolitical uncertainty, balancing risk and opportunity in volatile markets, and preparing for both near term disruption and longer term structural change through resilience, scenario planning and disciplined execution.

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🔔 Watch more from the EY-Parthenon ‘Geostrategy in Action’ series here: https://www.youtube.com/playlist?list=PL3ZOd0y-i_r6-vXnZ21_I9XgVE1MNUns6

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🗺️ For regular Geostrategic updates, read our monthly analysis here: https://www.ey.com/en_gl/insights/geostrategy/geostrategic-analysis

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🌐 Visit https://www.ey.com/en_gl/industries/financial-services/strategy-consulting for more insights on Financial Services.

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#MiddleEast #FinancialServices #GeopoliticalRisk #MarketVolatility #RiskManagement #ScenarioPlanning

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#Banking #WealthManagement #CapitalMarkets

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#GeostrategyInAction #EYParthenon

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EY Workflow Management Suite boosts efficiency, visibility, and automation—minimize costs, maximize value, and transform your workflow.

---

Discover how the EY Workflow Management Suite can revolutionise your financial close and operational processes. In this video, we explore the challenges of traditional workflow management—manual tasks, limited visibility, and rising costs—and introduce a smarter, faster, and more efficient solution. The EY Workflow Management Suite delivers top-down visibility, real-time tracking, automated alerts, and strengthened controls with activity evidence and approvals, ensuring increased accountability and transparency from day one.

---

Highly customisable and user-friendly, the suite allows easy process changes and seamless integration with your existing systems, leveraging your Microsoft licenses to minimize costs and maximize value. Transform your workflow from manual to insight-driven, unlocking hidden value across your operations and empowering proactive decision-making. Whether you’re looking to streamline financial close or optimize broader business processes, this video highlights proven benefits and practical applications to help you move forward with confidence.

---

Ready to transform your workflow management? Connect with your EY team for more information and take the next step toward operational excellence.

---

Get more insights from EY:

---

Visit: https://www.ey.com/en_gl

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#MiddleEast #Oil #Gas Global chokepoints, Europe’s energy exposure and what prolonged disruption means for oil and gas.

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In this episode of Geostrategy in Action, we examine how the ongoing conflict in the Middle East is reshaping global oil and gas markets, and what business leaders in Europe need to watch as disruption persists.

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Famke Krumbmüller, EY Parthenon EMEIA Geostrategy Leader, is joined by Olga Beloglazova, EY Parthenon CESA Energy Center Leader, to unpack how the conflict is affecting energy supply chains, prices and strategic dependencies across continents.

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They explore why this crisis is fundamentally different from Europe’s previous energy shocks, how the Strait of Hormuz has emerged as a critical global chokepoint, and why pressure is building not through a full supply collapse, but through tightening product markets—particularly jet fuel, LNG and refined products. They also examine the growing reliance on US energy supplies, the limits of substitution, and why scenario driven planning is essential in an environment of sustained uncertainty.

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Key topics covered:

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• Why this crisis represents exposure to a global energy chokepoint rather than a single supplier

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• The most vulnerable energy products for Europe, including oil, jet fuel and LNG

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• How substitution across energy markets is possible but at higher cost and complexity

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• Europe’s rising dependence on US energy supplies and what that means for resilience

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• How duration of disruption shapes recovery timelines and embeds lasting risk premiums

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Watch this episode for insight into how prolonged geopolitical disruption is affecting oil and gas markets, what structural consequences may follow for Europe’s energy system, and how businesses can strengthen resilience through scenario planning and geostrategy.

---

🔔 Watch more from the EY-Parthenon ‘Geostrategy in Action’ series here: https://www.youtube.com/playlist?list=PL3ZOd0y-i_r6-vXnZ21_I9XgVE1MNUns6

---

🗺️ For regular Geostrategic updates, read our monthly analysis here: https://www.ey.com/en_gl/insights/geostrategy/geostrategic-analysis

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🌐 Visit https://www.ey.com/en_gl/industries/energy-resources/strategy-consulting for more energy sector insights.

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#MiddleEast #OilAndGas #EnergyMarkets #EnergySecurity #StraitOfHormuz #LNG #JetFuel #EuropeanEnergy #GeopoliticalRisk #GeostrategyInAction #EYParthenon

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Get more strategy insights from EY-Parthenon

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At EY, our Microsoft MVPs collaborate internally, with our colleagues at Microsoft, and with clients, to help envision and accomplish extraordinary results.

The EY-Microsoft alliance serves as an innovation multiplier for clients, and MVPs are part of that equation, helping to shape an extraordinary future for business.

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Learn more about EY-Microsoft alliance: https://www.ey.com/en_gl/alliances/microsoft

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A panel of EY experts discuss the IASB's RMA ED, including some elements of the model, steps required to complete the field work and some of the complex and judgmental areas.

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EY and Daikin share how they reimagined the HVAC leader’s entire value chain as one connected experience — from suppliers and contractors to frontline teams and building owners.

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Rather than transforming individual functions, Daikin set out to unify operations, data and experiences end to end, creating a scalable, AI-driven foundation for adoption, agility and long term growth.

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Learn more about how experience led transformation, built on SAP S/4HANA® and a clean data foundation, helped turn complexity into clarity: https://www.ey.com/en_gl/alliances/daikin-transforms-business-transformation-with-ai

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