Loss of Market Share in U.S. Antitrust Consulting Pressures FTI Consulting’s (FCN) Top-Line Performance

Core Impact Points

• FTI Consulting's (FCN) top-line performance is under pressure due to a loss of market share in U.S. antitrust consulting.
• Sycamore Capital Management's Q2 2026 investor letter highlighted the decline in FTI Consulting's market share in U.S. antitrust consulting.
• The loss of market share in antitrust consulting may indicate a shift in the competitive landscape, with smaller firms potentially gaining traction in this space.
• This could lead to increased competition for FTI Consulting and potentially impact its market share in the long term.
• FTI Consulting's ability to adapt to changing market conditions and maintain its market share will be crucial for its future growth prospects.