14/01/2026
Growth Is Slowing. Value Is Not
The End of Linear Expansion
Global growth is decelerating but value creation is becoming more selective and concentrated. In mature markets, expansion is no longer driven by volume, but by quality, pricing power, and defensibility.
Key Numbers
• Fewer companies capturing a larger share of profits
• Premium brands outperforming mass markets
• Stable cash flows valued over aggressive expansion
This is the decade where strategic restraint beats reckless growth.
Value is not disappearing. It is moving to better operators.