João De Freitas
Commercial Strategy and Market Structure
I advise organisations on commercial strategy and market positioning, drawing on hands-on P&L ownership and multi-market execution experience in FMCG. I publish independent strategic memorandums that support executive decision-making by clarifying competitive dynamics and their strategic consequences.
Archive
Infrastructure as Moat
2025 August
Private Circulation
Winds of Change: 2026-2035
2026 January
Private Circulation
Methodology
I take a structural approach, treating markets as systems shaped by incentives, constraints, and feedback loops. This involves analysing competitive behaviour, tracing signal distortions, and identifying long-cycle shifts driven by technology, regulation, and changing consumer expectations. The aim is clarity of mechanism, not prediction—so leaders can act on what is actually happening beneath surface narratives.
Contact
hi at joaofreitas.com
For advisory and strategic engagements