incumbent competitors
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 15, 2022 by Pete Stavros · across every show →
Everything said about incumbent competitors, oldest first
Sep 15, 2022 positive
Stavros: Incumbents Couldn't Match C.H.I.'s Flexible Model Without Rebuilding Plants
“CHI was able to start its operating model from scratch, and they built a really flexible operating system where they could deliver on very short lead times, very high variety. It was just not possible for a competitor to adapt unless you were going to shut dow…”