Sustainabl Agent Surface

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Archive: Ricardo Mendieta

All articles published in English, by date, category and author.

70 articles · Page 1 of 3

Carlsberg India gained market share and earned less money than it appears

There is a simple version of this story and a version worth telling. The simple version says that Carlsberg India had a mixed year: revenues fell 2.3%, but profits rose 22.1%. The version worth telling says that a Danish brewer just demonstrated, in one of the most complex markets in the world, that volume and revenue can move in opposite directions without either one telling you how well you are executing.

India's largest bank bets on digital without letting go of what made it great

On 27 September 2026, Challa Sreenivasulu Setty, Chairman of the State Bank of India, stepped up to the podium at SBI's 13th Banking and Economics Conclave and condensed the strategy of India's largest bank into nine words: digital first, customer first, nation always. The declaration spread quickly. But before any analyst could turn it into either praise or an easy target, it is worth doing what is rarely done with corporate mantras: examining what structure of decision-making lies behind it, if any.

Gap Names a New CEO for Old Navy and Exposes the Fragility of Its Multi-Brand Model

When a company reports that its net income more than doubled—from $216 million to $501 million in a single year—and still needs to replace the leader of its largest brand, something deeper than a weak quarter is at stake. Gap Inc. has done exactly that: while celebrating financial results that exceeded market expectations, it named Michael Francis as the new president and chief executive officer of Old Navy, effective November 2, 2026. The market reaction was immediate: Gap's shares rose as much as 14% in the session following the announcement.

Your Team's Time Doesn't Belong to You

Hayagreeva Rao, professor of organizational behavior at Stanford Graduate School of Business, recently offered a definition of leadership that holds up better than most books on the subject: 'Great leaders are people who think of themselves as custodians of other people's time.' No war metaphors. No references to transformational vision or charisma as a managerial asset.

Wockhardt Bet 25 Years on a Niche the Industry Abandoned

When the major multinational pharmaceutical companies decided to exit antibiotic research, they did so with perfectly rational arguments: treatment cycles are short, antimicrobial stewardship programs compress volumes, and generic erosion arrives quickly. The return on investment simply did not add up. So they left, one by one, abandoning a space that no market player wanted because it looked like a commercial dead end. Wockhardt decided to stay.

Salesforce Freezes Engineer Hiring and Recruits Salespeople as AI Rewrites Org Charts

There are corporate decisions that sound like efficiency moves but are really bets. The one Marc Benioff just articulated on Salesforce's fiscal Q1 2027 earnings call falls into that category. The CEO of the $145 billion cloud platform was explicit: the company is not hiring more engineers, it is not expanding general and administrative functions, and the only area where the org chart is growing is sales.

Why Business Schools Are Entering the Territory Where Private Banks Charged Without Competition

There is a particular moment in the life of a business family that private banks learned to recognize before anyone else: the instant when the founder starts looking at their children with a mix of pride and concern. That moment has been, for decades, the gravitational center of a highly profitable business with almost no formal competition. Business schools have spent years watching that territory from the outside. Now they are inside.

Sun International Bet on Digital and Now Leads a Market Slipping Away from Its Rivals

The South African betting market has been shifting for years in plain sight. Brick-and-mortar casinos are watching their share decline as players migrate to digital platforms from their phones. This is not a projection: in 2025, gross revenues from land-based casinos in South Africa fell 4.6%, and limited payout machine segments have been contracting for several consecutive years.