Tariffs Aren't a Supply Chain Problem. They're a Strategy Problem. Here's what I hear most often from mid-market CEOs about tariffs: We're renegotiating contracts. We're diversifying suppliers. We're cutting overhead. Those are rational moves. They're also entirely defensive. And that's what concerns me. Capstone's 2025 survey shows 86% of mid-market CEOs are concerned about tariff impacts. Nearly 40% have cut expenses. About a third have reconfigured supply chains. When ever
Shantini Munthree
Apr 212 min read
LET’S TALK STRATEGY
We’d love to hear about what you’re working on—we’ll come prepared.
NEWSLETTER
Insights on private company growth, positioning, and governance—delivered quarterly.
