Blog

Maersk and Hapag-Lloyd: Windfall or Trap?

Maersk and Hapag-Lloyd: Windfall or Trap?

We are launching primary research to determine whether the Strait of Hormuz closure delivers a sustainable freight rate tailwind for Maersk and Hapag-Lloyd, or whether rising costs, stranded assets, and demand destruction offset the headline rate surge.

Mark Pacitti
Mark Pacitti
· 11 min read
Walmart: Whose Recovery Is This?

Walmart: Whose Recovery Is This?

We are launching primary research to determine whether Walmart's consumer momentum is broad-based and durable, or increasingly dependent on a narrow affluent cohort whose trade-down behaviour may prove temporary.

Mark Pacitti
Mark Pacitti
· 12 min read
Subscribe to Fieldwork