Growth isn’t demand.Growth is what survives the journey from demand to margin.
Deeper analysis of why people buy, how brands grow, and the economics underneath.
Selected Analysis
Walmart × Dunkin': Within Arm's Reach of Someone Else's Demand
Dunkin' now sells inside the Walmart app, and the question is whether Walmart is merely delivering coffee or taking over the moment in which it gets chosen.
Nike Is Relearning How to Create Demand
Nike's fiscal 2026 results show demand and margin moving in opposite directions across markets, testing whether owning the transaction was ever the same thing as creating demand.
How 7 Brew Turned Choice Into a Growth Machine
7 Brew keeps drink customization expensive and cuts nearly everything else, turning strong demand into industry-leading unit economics and a franchise land rush.
Lululemon Needs Its Trench Coat
Lululemon's falling traffic, conversion and core-product demand point to a problem that more stores cannot solve.
Cracker Barrel's Real Problem Was Never The Logo
Cracker Barrel's recovery will depend on rebuilding a reason to visit, then proving that repeat demand can support durable margins and cash.
About
How do you turn consumer demand into profitable growth?
I’m Rohit Sharma. I work at the intersection of brand, consumer behavior, and commercial economics. My career keeps returning to that one deceptively simple question.