I identify the gap between what boards approve and what markets defend.
Leaders optimize for stakeholder consensus. They don't always assess whether customers will defend those decisions under pressure.
I find these contradictions before they become crises.
Predictions In Progress
Super Bowl 2026 Narrative Risk Report Card
Vital Farms Premium Positioning
Pandora Commodity Strategy
Target CEO Transition
PayPal CEO Appointment
Disney CEO Appointment
Jaguar Rebrand
UPS Amazon Exit
Case Studies
Lululemon: $8B revenue growth destroyed premium positioning
Expanded from yoga studios to mass market. Diluted brand equity that justified price premium.
Dos Equis: Killed "Most Interesting Man" to chase millennials
Lost narrative authority. Bringing him back at 87 after 10 years. Resurrection or reminder they killed it? Answer by end of 2026.
Nike: Strategic narrative coherence drives market confidence
$6B market cap gain under Elliott Hill. Authority to reclaim positioning.
Bud Light: $400M collapse from weak narrative foundations
Small contradictions compound into public failure when positioning lacks defense.
Starbucks: Identity concentration risk after founder departure
Meaning remained tied to founder, could not be sustained by institution. Ongoing.
Approach
Every organization tells a story. They only face backlash when that story can't be defended.
Proximity to problems blinds leadership. They optimize for stakeholder approval instead of asking whether customers will believe what they're promising.
I identify these gaps before they surface as crises, when adjustment is still possible without reputational or operational fallout.
Available globally for narrative risk assessment.