Bain's Ryan Cotton Sees Signs That Market Pricing Is Becoming More Rational

The video discusses the current state of private markets, highlighting the challenges in valuations and liquidity. It explores exit strategies for businesses, emphasizing the importance of building fundamentally sound economic engines. The discussion shifts to consumer behavior, noting market saturation and the impact of brand proliferation. Finally, the video addresses the implications of tariffs on retail, stressing the need for preparedness.

In what ways are consumer behaviors shifting in response to market saturation?

What impact do tariffs have on retail businesses, particularly those sourcing from China?