Research Report

Consumer Goods and Services

The era of the brand is over

Shelf space and share of voice used to decide the winner. The consumer decides now.

Tomas Lindqvist · Consumer Goods and Services · 29 July 2026 · 5 min read

Red and black shopping bags arranged on a dark surface

For most of the last century, winning in consumer goods meant securing distribution and buying enough attention to make the product the default choice. Both advantages were durable, and both are now much easier to route around.

Nearly half of consumer goods executives say they are trying to set a new standard for the industry rather than defend a position in it. That is an unusual thing for incumbents to say, and it reflects how quickly the old moats drained.

Predicting demand got harder

It is genuinely more difficult than it was to know what people will buy, and when, and through which channel. Preferences fragment faster, and a product can go from obscure to sold out on the strength of a single video.

Planning systems built on multi-year history struggle with this, not because the mathematics is wrong but because the past has become a weaker guide.

The omni-connected consumer is the priority

Seventy-eight percent of consumer goods companies name the omni-connected consumer as a top priority: someone who researches in one place, buys in another, and complains in a third, and expects the company to recognise them throughout.

Very few companies can actually do that recognition, because the data sits in retailer systems, marketplace systems and their own, with no key that joins them.

Direct relationships are a means, not an end

Selling direct is often framed as a margin play, and as a margin play it frequently disappoints once fulfilment is priced honestly.

Its real value is the feedback loop: knowing who bought, what they did next, and what they said about it, at a resolution that retail data has never provided.