2025CEO数据点分析报告.docxVIP

CEODataPoint2025

DatavisualizationsforthetopofTheCEOAgenda

1

CEODataPoint

AmonthlyseriesbuiltonBCG’smarketintelligenceandresearch

Visualizations

01AIFuelsProductivityTalk →page2

02NavigatingNewTariffs →page3

03CEOsRecalibrateTheirGlobalOperatingModel →page4

04NoQuarterGivenbyInvestors →page6

05TariffsWeighonConsumers’Minds →page8

06TheRiseofAIAgents →page10

07InvestinginGrowth →page11

2

CEODataPoint

01

AIFuelsProductivityTalk

WithCEOmentionsofAIcontinuingtoincrease,referencesto“productivity”reachedafive-yearpeakduringQ3earningscallsthroughJuly31,2025.

(PublishedinAugust2025)

1-a

3

CEODataPoint

02

NavigatingNewTariffs

CEOshavegrownmorecautiousinthefaceoftariffuncertainty,butthelongertheywaittomoveforwardwithbigdecisions,themoretheyrisksapping

growthmomentum.(PublishedinJune2025)

2-a

2-b

4

CEODataPoint

03

CEOsRecalibrateTheirGlobalOperatingModel

Inaperiodofgeopoliticalupheaval,internationalbusinessesneedtorethink

howthedifferentpartsoftheircompanywork.Supplychainresilienceistakingpriorityinthenearterm.Strategicpartnershipcanbeanalternativetocross-borderMA.Salesandtalentmanagementarelikelytobemoreregionalized.

(PublishedinMay2025)

3-a

3-b

5

CEODataPoint

03

CEOsRecalibrateTheirGlobal

OperatingModel

Inaperiodofgeopoliticalupheaval,internationalbusinessesneedtorethinkhowthedifferentpartsoftheircompanywork.Supply

chainresilienceistakingpriorityinthenearterm.Strategic

partnershipcanbeanalternativetocross-borderMA.Salesandtalentmanagementarelikelytobemoreregionalized.

(PublishedinMay2025)

3-c

6

CEODataPoint

04

NoQuarterGivenbyInvestors

WhileCEOsfigureouthowtorespondtothethreatofhighertariffs,investorsarestillholdingthemtotheirearningsforecast.Supplych