private-label
4 articles
- The Nearshoring Premium Is a 3–4% Price Increment
Nearshoring adds about 3–4% to the shelf price of Vietnam-sourced goods and almost nothing to USMCA-qualifying Mexican goods. Loyalty weakens when brands raise prices faster than private labels while household discretionary budgets are under pressure.
- Basel III 2026: The Repricing of Bank Intermediation
The March 2026 Basel III reproposal lowers bank capital costs for mortgages, securitization, fee businesses, and scaled trading, but offers little relief for middle-market corporate credit. Risk remains in private markets while banks increasingly finance it through senior fund-finance structures.
- The End of Broad-Based Pricing Power
Pandemic-era price increases protected CPG revenue while progressively weakening household purchasing power, unit demand, and brand loyalty. That trade has reached its limit. Growth is shifting back toward volume just as spending becomes more dependent on affluent households and private label acquires the data, quality, and shelf-control advantages once reserved for national brands.
- Independent Mattress Retailer Economics: Monthly Sales, Brand Mix, and Unit Economics
Taking a closer look at independent mattress retailer economics — monthly sales ranges, brand mix proportions, and unit economics for a single-location store.