Fear is a pretty powerful motivator. Some would argue it is the most powerful motivator.
Does Kraft in their heart of hearts believe that Campbell Soup will help them grow to meet the needs of tomorrow’s consumers?
Do the same search here at Carlyle. If you don’t think those mid-year reviews are tough right now, you crazy.
Why? Well I think one reason the fear keeps building each month is related to #7 above. Opaqueness drives fear. A lack of data drives fear.
First- They want far breadth. For example, @iriworldwide and Spins data cover roughly about 10k-20k co's (+/-)
Those solutions will come.
Something that fear often prevents.