Special Reports

As an extension of our Executive Insights series, L.E.K. Consulting is proud to introduce a new thought leadership channel called Special Reports. Written by some of the industry’s most knowledgeable leaders across the globe, these reports bring deeper analysis to subjects of global and consumer importance.

By: Ray Fujii, Patrick Branch, John Gill

Japan’s drug pricing system is changing. The market is moving away from a system that has historically provided relatively favorable pricing and access to one that is likely to be more value-oriented and restrictive. The lack of a cohesive vision directing this change is creating growing uncertainty among companies doing business in the country.

New Imperatives: Why Global Industrials Must Shift Strategic Priorities
By: John Goddard, Chris Kenney, Carol Wingard

How should CEOs of global industrials respond to critical challenges rooted in slow growth, disruptive technologies, unforeseen competitive threats and the impact of the Industrial Internet of Things? New special report provides a comprehensive analysis.

By: Justin Wang, Helen Chen

L.E.K. Consulting was appointed by Shanghai’s Municipal Commission of Commerce to compile a guide for Chinese companies looking to cooperate with PE firms during outbound investment – China Funding the World, An International Private Equity Investment Guide for Chinese Companies.


Contactless Payments and Open-Loop Ticketing
By: Mark Streeting

With only 10 or more contactless ticketing projects delivered around the world, there are many opportunities to bring transit payment services into the 21st century, help transformation smart cities and improve citizen mobility. There is strong evidence suggesting that the application of payment technology to ticketing and fare collection will improve customer experience, create efficiencies and reduce operating costs. This special report from L.E.K. and Mastercard quantifies the economics and assesses the benefits and costs of implementing open-loop payment systems for transit.

How The China Tourism Boom Is Transforming Australia
By: Simon Barrett

The China-Australia Free Trade Agreement (ChAFTA) entered into force in December 2015 represents a significant milestone in the economic relationship between China and Australia – China is now Australia’s largest trading partner accounting for 28% of Australian exports and 17% of Australian imports. In 2015 Australia also welcomed over 1 million Chinese travelers. With this number set to double by 2025 the economic potential of Chinese Tourism for Australia is significant. This special report from L.E.K. quantifies the current and future potential economic impact of Chinese travelers to Australia and looks at what Australian tourism and related industries must do to remain competitive.

On The Buses: The Benefits of Private Sector Involvement in the Delivery of Bu
By: Simon Barrett, Monica Ryu, Tourism and Transport Forum

In partnership with the Tourism and Transport Forum (TTF) of Australia, this L.E.K. report highlights a potential $1B financial gain for the government and the key factors required to successfully franchise Australia's bus transport network.

From China to the World: A Guide for Biopharmaceutical Investments
By: Helen Chen, Justin Wang, L.E.K. Consulting

Commissioned by the Shanghai Municipal Commission of Commerce, L.E.K. discusses the status of Chinese biopharma enterprises' overseas investment through a comprehensive analysis (available in Chinese only).


TTF & L.E.K. Consulting Public Transport Barometer
By: Simon Barrett, Tourism and Transport Forum

Public transport patronage and performance trends across Australian cities are not well documented or easy to compare. L.E.K partnered with the Tourism and Transport Forum (TTF) to develop a biannual publication featuring consistent time-series data on patronage and operational performance trends for the five largest Australian cities (Sydney, Melbourne, Brisbane, Adelaide, Perth) across each public transport mode (rail, light rail, bus ferry).

By: L.E.K. Consulting and Wells Fargo Securities

L.E.K. and Wells Fargo Securities put forth an encouraging yet realistic prediction in a September 2014 report alerting industry participants that the timing, speed and focus of the commercial construction recovery has likely changed. In “Commercial Construction Poised for Growth but Traditional Drivers Take Back Seat,” we analyzed each commercial subsector under the premise that growth and, more importantly, the drivers of that growth, will vary across the individual subsectors. Our conclusion: historical drivers in certain subsectors have changed and new ones have emerged, depicting a slower recovery than history would suggest (albeit still meaningful).

The Future of Energy
By: John Goddard, Florian Funke, Clare Chatfield, Karin von Kienlin

During the last decade, L.E.K. Consulting has deep industry expertise in the energy sector, having conducted more than 700 energy-related projects in a wide range of sectors including oil and gas exploration, production and services, processing and energy-related equipment, nuclear energy, smart grid infrastructure, wind, solar, biomass and hydropower. This wide-ranging involvement in the energy sector validated for the L.E.K. team just how rapidly the energy sector is changing, and how dramatically these changes will affect companies in fields as diverse as industrials to chemicals to providers of energy equipment and services. To that end, L.E.K. analyzed ten of the most important energy trends that companies need to consider.