João De Freitas

Commercial Strategy Advisor

Commercial leader with 12+ years experience across consumer brands, including direct P&L ownership and multi-market revenue responsibility. Specialises in the intersection of Commercial, Marketing, Digital, and Finance. With track record in GTM execution, using D2C, marketplaces, and partnerships, as levers for profitable growth.

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

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.

Contact

hi at joaofreitas.com

For advisory and strategic engagements