Why Inflation Is a Strategy Problem, Not Just a Finance Problem
<p>There is a version of inflation that belongs to the finance department. Interest rate modeling, debt covenants, cost-of-capital adjustments. That version is real, and it matters. But in my experience advising businesses across North America, Europe, and Asia over the past 25 years, the companies that truly navigate inflationary periods — not just survive them, but emerge with stronger competitive positions — are the ones that treat inflation as a strategy problem from the very beginning.</p> <p>The businesses that get into trouble are the ones that hand it off to the CFO and wait.</p> <p><b>Inflation Reveals the Structural Weaknesses You've Been Ignoring</b></p> <p>Every business has structural vulnerabilities that prosperity conceals. A customer base too concentrated in buyers who demand flat pricing. A product portfolio where the margin profile depends on cost inputs you don't control. A workforce model built around as...