8/21 Pricing in the News
Today's paper is a study in who holds pricing power right now and who's being forced to give it away. Companies riding genuine demand tailwinds, AI infrastructure buyers, entry-tier luxury watchmakers, are pricing with confidence and pushing risk onto their counterparties. Companies facing cost pressure without a matching demand tailwind, grocery and apparel retailers, health insurers and the employers who buy from them, are stuck choosing between eating margin, cutting cost













































