Posts by Jay Goth

BCG’s latest Value Creators rankings reveal a dramatic shift in industry leaders, but the real story isn’t about sectors—it’s about systems. While macro trends influence performance, the companies that consistently outperform are those with disciplined execution, aligned leadership, operational excellence, and a clear value creation strategy. This article explores why industry is not destiny, how…

Stellantis’ turnaround is beginning to show promise, but the more important lesson is how the company allowed value to erode long before the financial damage became obvious. This article traces the pattern from structural drift to operating breakdown and, finally, financial decline, showing how pricing, inventory, dealer incentives, quality, and product strategy were all symptoms…

Private equity firms are investing in operational improvement earlier than ever, but is acting sooner enough? Drawing on new industry research, this article argues that while KPIs, AI, and operating partners all play important roles, they are not substitutes for structural diagnosis. Financial results are often the last indicators to change—long after value has already begun to erode. The real advantage lies in identifying the conditions that create or destroy enterprise value before they appear in the numbers, turning value creation from a reactive exercise into a disciplined, system-wide capability.