This article was published in India Retailing.com on June 22 2026. Please click here to read the article.
For years, consumer businesses were built for efficiency and optimised for cost, scale, and speed. That model is now under strain. Today’s environment is defined less by isolated disruptions and more by a steady build-up of volatility across the value chain. Geopolitical shifts are reshaping trade flows, climate events are introducing supply uncertainty, and consumer demand is becoming more fragmented and less predictable.
The KPMG 2025 Global Consumer & Retail CEO Outlook reflects this shift. While 65 per cent of CEOs remain confident about economic growth, confidence in company and industry growth has moderated, pointing to a more complex operating context.
Supply chains are central to this transition, not because they are the only challenge, but because they sit at the intersection of many of these forces. More than half of CEOs now identify supply chain challenges as a key driver of near-term decisions, underscoring how sharply their importance has risen. This is not a temporary phase; it signals a structural shift in how consumer businesses will need to operate.