Decision required
How do we protect Modern Trade growth without buying it from GT?
Modern Trade is accelerating. It must not be funded by discounting GT.
Question
How do we protect Modern Trade growth without buying it from GT?
A second engine is firing. The risk is paying for it twice.
Evidence
Fact
Modern Trade: Accelerating
Options
Choose deliberately. Accepting the recommendation is a decision, not a default.
Recommended direction
Hold MT terms and stop GT leakage funding it
Keep the second engine; do not pay for it in the first.
Expected impact
Protect MT acceleration without further GT realization damage.
Risk of inaction
- Listing conversations can reopen.
Confidence
high
How do the options trade off?
Option comparison
Trade-offs, not a score. Read across before choosing.
| Option | Expected impact | Risk | Trade-off |
|---|---|---|---|
Hold MT terms and stop GT leakage funding it Recommended Recorded | Cleaner channel mix. | MT may still ask for investment. | Requires joint channel discipline. |
Selected: Hold MT terms and stop GT leakage funding it Back to signal