FCN FTI Consulting Inc

COP30 in Belém, Brazil, marked a significant shift in climate discussions, moving beyond emissions targets to focus on supply chain resilience, market access, and financial architecture, with nature and land-use becoming central economic issues. The conference highlighted the increasing influence of Global South nations, the role of industrial policy in decarbonization, and the growing importance of blended finance and public-private partnerships. Companies and investors are urged to adapt their strategies to these new realities, treating nature as a financial risk, aligning with industrial policy incentives, and rethinking their engagement approaches.

The report "Why Data Integration and AI Are the Future for a Growing Pet Tech Industry" by William Blair and FTI Consulting examines the growth of pet technology. It highlights that personalized pet health, leveraging AI and data, presents significant investment opportunities. The report discusses the shift towards preventative and personalized care, driven by younger generations of pet owners.

FTI Consulting is advising Lululemon Athletica founder Chip Wilson, who has initiated a proxy fight by nominating three new directors to the company's board. Wilson, holding a nine percent stake, believes the current board lacks "visionary creative leadership" and that his candidates could revitalize the company's vision and maximize shareholder value. This comes as Lululemon reported a Q3 revenue increase but an earnings dip, and with CEO Calvin McDonald set to step down in January.

The transportation and logistics industry has undergone a significant transformation, moving from navigating crises to strategic reinvention. The sector, shaped by global disruptions and persistent geopolitical friction, is now focusing on structural adaptation, digital integration, and disciplined financial management. Looking to 2026, the industry will prioritize end-to-end productivity, advanced AI utilization, realignment of global supply flows, and sustainability, with COOs and CFOs tasked with converting volatility into sustained value.

FTI Consulting (FCN) has seen a quiet 10% share price rebound over the last three months, despite a negative year-to-date return, sparking questions about its current valuation. Analysts have a consensus price target of $185.0, suggesting a modest overvaluation based on current financials and future growth expectations. However, on an earnings basis, FCN appears cheap compared to peers, hinting at potential upside if sentiment improves.

This podcast re-examines early pandemic office market predictions from April 2020, comparing them with current realities. Jahn Brodwin and Benjamin Steele discuss shifts in tenant behavior, the uneven recovery of CBD vs. suburban markets, the growing demand for quality office spaces, and strategies for owners and investors as they head into 2026. The conversation highlights which initial assumptions held true and how the office sector has evolved.