9/18 Pricing in the News
Today's paper is a study in who absorbs cost and risk shocks versus who successfully prices around them. Private equity and Volvo are both defending margin by re-engineering their underlying cost or business-model structure rather than raising price outright, because raising price simply isn't an available lever for either of them right now. Oil traders and Costco, meanwhile, are both monetizing flexible capacity — one through raw risk-based surge pricing in a war zone, the o













































