Anna: In Capgemini’s recent investment report, supply chain transformation emerged as a top priority. What’s driving this shift?
Laurence: The supply chain has become a strategic issue due to years of disruption – from geopolitical tensions and trade wars to armed conflict and extreme weather. Verticalisation is one way to reduce risk, but it’s not the only path – and not necessarily the most resource-efficient.
Instead, many companies are focusing on tools like GenAI to improve supply chain transparency, agility, and risk management. We’re also seeing a major shift toward localisation – bringing supply chains and manufacturing closer to key markets. Over two-thirds of executives surveyed by Capgemini said they either have or are developing a comprehensive strategy for this.
It’s not about having one large global plant anymore. Tariffs, regulations, and regional sustainability goals require tailored approaches. There’s no one-size-fits-all, but there is a clear need to balance cost, control, and resilience.