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ISSUE 001SUMMER 2026

CC-5CONSULTING CASE STUDIES CHAPTER 6 OF 7REVIEWED 2026-07-31

Estimation: make assumptions visible

Estimate an unknown quantity with a logical model, sensible assumptions, clean math, and a reasonableness check.

The interviewer is testing structure and judgment, not a hidden exact number.

WHAT THIS CHAPTER TEACHES

  • Clarify geography, population, period, product, channel, and whether the output is volume, revenue, capacity, or value.
  • Choose top-down, bottom-up, demand-side, or supply-side logic and use a second method when useful.
  • Use rounded assumptions, explain their basis, and keep units visible.
  • Break arithmetic into steps and check order of magnitude.
  • State the range, sensitivity, and the first real-world data you would collect.

What estimation tests

Estimation evaluates whether the candidate can define an unknown quantity, build a logical model, choose reasonable assumptions, calculate, and check the result. The exact answer is often less important than the structure.

Define the quantity

Clarify geography, population, product, channel, time period, units, and whether the answer is volume, revenue, capacity, or value. “How many coffees?” is incomplete without location and period.

Top-down method

Start with a broad population or market and narrow by relevant percentages. Example: population × share of adults × share who drink coffee × purchases per week.

Bottom-up method

Start with supply units and throughput. Example: number of coffee shops × transactions per shop per day × operating days.

Demand and supply reconciliation

Using two methods can expose an assumption error. If demand implies twice the volume that supply capacity can serve, revisit store count, throughput, or consumption.

Assumptions

Use rounded numbers and explain their basis. Distinguish known facts from assumptions. Keep units attached to calculations.

Range and sensitivity

Identify the most sensitive assumption and provide a reasonable range. False precision doesn't improve the estimate.

Capacity cases

For hospitals, factories, airports, or service operations, use units × capacity × utilization × time. Consider bottlenecks and whether theoretical capacity is usable.

Revenue and value

After estimating volume, multiply by price or value per unit with consistent definitions. Gross merchandise value, revenue, and profit are different outputs.

Reasonableness check

Compare the result with household behavior, known company scale, physical capacity, or another independent reference. If the result implies an impossible frequency or market share, revise the model.

Interpretation

Explain what data would be collected first in real work and how the result affects the decision. Estimation is a starting model, not a substitute for evidence.

Worked demand-side example

To estimate annual restaurant meals purchased in a city of one million people, assume 800,000 residents eat restaurant meals, averaging 1.5 meals per week. That produces about 62 million resident meals annually. Add commuters and visitors, then separate dine-in, takeout, and delivery if the decision requires channel size.

Worked supply-side cross-check

Assume 2,000 restaurants, 90 transactions per day, and 350 operating days. That gives 63 million transactions. The agreement with the demand estimate suggests the scale is plausible, while the underlying assumptions still need evidence.

Translating estimation into a decision

If the client is considering a new delivery service, total meals aren't the addressable market. The analysis must narrow to cuisines, customer segments, delivery adoption, average order value, commission, and serviceable geography. Market sizing becomes useful only when definitions match the business model.

CURRENT AS OF 2026-07-31

Estimation is often embedded inside a broader case rather than presented as a standalone puzzle. The underlying method remains useful for business analysis and early sizing.

SOURCES

  1. 01McKinsey: Interviewing
  2. 02Bain: Case Interview
  3. 03BCG: Case Interview Preparation
  4. 04Barbara Minto — Pyramid Principle and SCQ Framework
  5. 05McKinsey — Interviewing
  6. 06McKinsey — Solve assessment
  7. 07Bain — Interviewing
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