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Retail

Carlos Castelan shares a company post on greed and fear and how retailers can leverage both to step into a winning position.   Many of you have likely heard legendary investor Warren Buffett’s old adage about investing: “Be fearful when others are greedy and be greedy when others are fearful.” It is a saying that is easy to cite but more challenging in practice when the market is fearful, like it has been the last couple of months. In these instances,…
Corporations are beginning to change their operations and strategies to become more sustainable. This can seem like a huge undertaking for a company that is already long established, but some Umbrex and Veritux consultants are focusing on helping client companies become more environmentally sustainable. Nidhi Chadda, Founder and CEO of Enzo Advisors, says it’s often hard to know where to begin. “When we guide companies and investors in thinking about sustainability and how it impacts their respective businesses, we always…
Umbrex is pleased to welcome Ali Reza with Pier 70 LLC.  Ali is a private equity operating partner with experience at KKR and TPG, where he led transformational change for portfolio companies in retail, consumer, health care and industrial goods sectors. He has also held general management roles with P&L responsibility, such as COO for a health care services start-up and head of market for a geographically distributed multi-site company with over $1B in systemwide revenues. He began his career…
Carlos Castelan shares the three key takeaways from the first day of Shoptalk 2022; an event that forecasts what’s hot and what’s not in the world of retail.  Greetings to you all from sunny Las Vegas, Nevada, where we’re back at Shoptalk after a two-year COVID hiatus, along with 10,000 other people just as excited as we are to be back in person. As in prior years – and with Groceryshop last Fall – we aim to provide you with…
Dean Lindo shares a blog post from his company website that provides insight into the doability of sustainable operations in business. “Retailers remain under ever-growing pressure from a younger, more socially conscious, and more vocal consumer and employee base to embed values deep into business strategy. A National Retail Federation survey in early 2020 found that consumers prioritize buying from brands that are sustainable and transparent. And despite the many imminent anxieties of COVID-19 in the year since, consumers have…
Umbrex is pleased to welcome Luke Secosky with Secosky Consulting Group.  Luke is the founder and owner of Secosky Consulting Group. Prior to starting his own independent consulting business, Luke spent 8 years at Bain & Company – 5 years as a Practice Manager for Bain’s Americas Consumer Products & Retail Practice, and 3 years as a generalist consultant. Luke has also worked in a variety of strategy, operations, and analysis roles for Yum! Brands (Pizza Hut) and Goldman Sachs. Luke…
Umbrex is pleased to welcome Ashish Vatsal with Vatsal Consulting Group.  Ashish is an independent consultant interested in combining strategy, implementation, and data for values-driven organizations that recognize financial return is just one dimension of success. He most recently spent eight years as a Managing Consulting, Owner, and Account Leader at Point B and started his own consulting firm earlier this year. Prior to Point B, he was consultant with BCG Chicago. Prior to that, Ashish was an investment analyst…
Umbrex is pleased to welcome Guillermo Reyes with BP&S. I have more than 25 years of experience in business turnaround, articulating strategies and developing performance initiatives in 27 countries, as well as in charge of the strategy formulation and management of some of the most important corporations in LATAM. During my career as strategy consultant, I have served more than 300 clients in the consumer goods, financial services, retail, media & entertainment, health services, education, energy, transportation and automotive sectors,…
Umbrex is pleased to welcome Maria Kinkina with One More Consulting. Maria spent four years as a strategy consultant at Bain London and has been running her own independent consulting firm – One More Consulting – since 2019. Prior to Bain, Maria was the Head of Impact Assessment and Strategy at Teach for Bulgaria. Maria’s areas of expertise include strategy, customer, commercial excellence and transformation management. She has been working primarily in the retail and consumer goods sector and with industrial…
Umbrex is pleased to welcome Richard Baum with Consumer Growth Partners. Richard co-founded Consumer Growth Partners (“CGP”) in 2005 and is the Managing Partner. CGP is a hybrid investment and advisory firm with an exclusive focus on companies in the retail (channel agnostic) and non-perishable branded consumer products sectors. Prior to CGP, Richard spent 16 years on Wall Street as a top-rated Equity Research Analyst at Credit Suisse, Goldman Sachs and Sanford Bernstein & Co. where he followed specialty retail…
Umbrex is pleased to welcome Sari Martinez (Poage). Sari is currently an independent consultant focused on the Retail industry. She has more than 15 years experience in the industry, and has deep expertise in driving Merchandising, Strategy, and Growth functions and initiatives at companies like Saks Fifth Avenue, Rhone Apparel, Hanna Andersson, Bliss Spa, Gap, McKinsey & Co, and L Catterton. She has operational experience working in DTC and Wholesale retail, startups, PE backed small and mid sized companies, and…
Umbrex is pleased to welcome Sharad Elhence. Sharad is an experienced business strategist and innovator. Most recently he was the founder and CEO of a social impact startup to create a Netflix-like digital platform for the arts & culture ecosystem.  Earlier, in his consulting career with McKinsey, i2 Technologies (now BlueYonder), Infosys Consulting, and North Highland he has successfully launched and run consulting practices. His domain expertise includes Operations Improvement (Supply Chain & Procurement), Data Analytics, and Value Assurance across…
Umbrex is pleased to welcome Emre Kara with Proludus. Emre is the founder of Proludus. He serves as a trainer and consultant. Emre graduated from Bilkent University with BS and MS degrees in Industrial Engineering. During his master, he also studied business and economics in Aarhus Business School in Denmark. He started his professional career as a finance specialist at Unilever. He worked in personal care and hair care categories for Turkey, North Africa, Middle East, and Russia. Then, Emre…
Umbrex is pleased to welcome Udayan Mittal.  Udayan Mittal spent over 6 years at McKinsey where he joined as a BA and left as an Engagement Manager. During his time at McKinsey he worked across multiple geographies in Asia and North America, focusing on life sciences (pharma) and consumer sectors. Outside of McKinsey he has worked at J.P. Morgan and most recently at eBay where he was the Principal of the Corporate Strategy team. He has expertise in Strategy Consulting…
Umbrex is pleased to welcome Abhinav Chandra.  Abhinav is a seasoned Senior Leader with deep expertise in Retail/Consumer and Technology across a wide range of functional areas. Abhinav was an Associate Partner in McKinsey’s Retail and Operations practices where he served multiple clients on topics including omni-channel supply chain strategy, marketing and growth strategy, store operations and private label design and sourcing to name a few. Post McKinsey, Abhinav was at Amazon, where he was Head of Customer Experience, Worldwide…
Umbrex is pleased to welcome Neil Bansal with Coppertree Partners.  Neil  is a 20+ year New York based executive and former McKinsey consultant who is passionate about building, scaling and leading businesses across consumer/retail, financial and technology sectors. He most recently served as Managing Director and Head of Transformation at BNP Paribas in the Americas where he focused on strategy, innovation and digital transformation. Neil recently launched Coppertree Partners as a platform for independent consulting work and thought leadership….
Umbrex is pleased to welcome Alina Khlibyk. Alina spent 2 years as a Consultant at McKinsey & Company, Moscow, primarily focusing on transformation projects in banking, retail and basic materials. Has experience in Agile transformations at banks. Prior to McKinsey graduated as a Master’s in Management from Graduate School of Management in Saint-Petersburg, Russia. As a student striked all Big-3 consulting international events as well as Google: was selected as a participant of McKinsey Next Generation Women Leaders, BCG Aspire,…
Umbrex is pleased to welcome Aurora Rotes.  Aurora Rotes spent 8 years at McKinsey, specialising in strategy and operations for the retail and consumer industries. Aurora moved to corporate, working as Head of Strategy and Transformation for Mango, second apparel retailer in Spain behind Inditex. Later, she dived into the start-up world joining an early start-up specialised on location intelligence applied to retail, and as senior advisor to multiple start-ups in the retail and e-health space. Aurora is currently based…
Umbrex is pleased to welcome Pablo Craievich. Pablo has over 20 years of experience in senior management roles in strategy (McKinsey&Co and ANZ) and in business management, integration and turnaround across a number of industries (e.g. banking, education, retail, telecom and professional services). Throughout his career, Pablo developed strategies to tackle complex industry issues and led businesses going through significant transformation or complex market environments. Pablo is based in Melbourne, Australia and is happy to collaborate in projects across Australia…
Umbrex is pleased to welcome Brad Sostack. Brad Sostack spent two years in McKinsey’s operations practice and has over 15 years of leadership experience in transformation strategy, operational planning and execution, and change management. Brad served in the United States Navy as an enlisted technician and as an officer specializing in the operations and maintenance of nuclear submarines. He holds a Masters’ of Business Administration from the University of Florida and Bachelor of Science in Civil Engineering from Oregon State…
Umbrex is pleased to welcome Mukesh Jagota with JRCC Partners. Mukesh Jagota spent five years as a Senior Leader in the Consumer and Retail Practice at Strategy& (formerly, Booz & Co.). Mukesh was one of the firm’s key thought leaders in the area of Sales & Marketing. In particular, Mukesh has conducted numerous client projects and research in the areas of in organizational transformation, portfolio strategy, next-generation marketing and innovation capability building, insights & analytics, international strategy, CPG and retail…
Umbrex is pleased to welcome Marla Malluk Gozman.  Marla Malluk Gozman spent nearly ten years at Bain & Company in their Boston, London, and New York City offices. Since then, she has been an independent strategy consultant and also spent three years as Sales Strategy Director with Zearn, a nonprofit education technology organization. Marla has expertise in growth strategy and strategic planning, market and competitive analysis, and pricing, as well as advising start-up and nonprofit organizations. She has experience in…
Umbrex is pleased to welcome Swan Sit.  wan Sit is an independent consultant specializing in digital, marketing and strategy. Having spent the past decade of her career accelerating digital into legacy companies, she held two key roles as a Vice President at Nike — overseeing Global Digital Marketing during the Emmy-winning “Dream Crazy” campaign featuring Colin Kaepernick, and running Digital Operations, Product, Supply Chain and Service for a $2B ecommerce business during the Air Jordan 11 Concord launch, the largest…
Umbrex is pleased to welcome George Nahra with GZN Consulting.  George spent four years in the Chicago office of McKinsey, in the retail and sales & marketing practices, serving predominantly retailers and other consumer-facing clients. After leaving McKinsey, he spent several years as a Senior Management Associate at Bridgewater Associates. He then returned to retail, re-joining Abercrombie & Fitch (where he started his career several years earlier) and building the company’s first Strategic Planning function. He then move to Chico’s FAS, a…
Umbrex is pleased to welcome Sai Patil.  Sai Patil spent seven years as a strategy consultant at Bain & Co and then three years at Mattel leading strategy and marketing teams. Sai has particular expertise in growth strategy for consumer/retail companies as well as retail promotional strategy and marketing optimization. Prior clients include Fortune 500 companies in beauty, fashion, home decor, coffee, printing, pet food and education. Sai is highly strategic with deep expertise in utilizing consumer and market insight….
Umbrex is pleased to welcome Yevgeniy Rikhterman.  Yevgeniy Rikhterman spent three years as the Director of Strategy at Herff Jones, a PE owned CPG company. Yevgeniy has experience in creating strategic plans, as well as an evergreen strategic planning processes. Yevgeniy led the strategic planned that helped to maximize the value of Herff Jones during a critical PE transaction. He also led the corporate development, and M&A aspect, and as such has specific experiences that is applicable to mid-size companies…
Umbrex is pleased to welcome Allyson Pritchett.  Allyson spent 4+ years as a Project Leader and Consultant in the Retail / Consumer practice at Boston Consulting Group and recently began independent consulting in 2020. Prior to BCG, she worked in Business Development for Walt Disney Parks & Resorts as well as Corporate Strategy for 7-Eleven and Dean Foods Company. Allyson has particular expertise in implementing large scale transformations and has lead major transformations in retail, travel & leisure, and financial…
Umbrex is pleased to welcome Liz Kenny.  Liz Kenny is a former McKinsey consultant with eight years of independent consulting and freelance experience. She partners with clients to drive sales growth as either a consultant, or a short-term embedded team member. Liz has a strong blend of both consulting and operating experience, and has supported strategic initiatives across a wide range of industries including retail, technology, media and entertainment, and financial services. Liz balances her time between strategic and creative…