Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

Thematic (Sector/Industry)

In this piece, we continue part 2 of the article written by <a href="https://www.smartkarma.com/profiles/605" target="_blank" data-smartkarma-citation="accounts:605">Daniel Hellberg</a> as part of our collaboration piece: #Then &amp; Now: Online Grocery delivery in the US &amp; SEA. Here, we examine the size of Southeast Asia's supermarket and online grocery delivery landscape, the startups in the space, and what the incumbents are doing amidst increasing competition. We attempt to answer the following questions:1. What has changed for grocery startups?2. How big is the online grocery market size in Southeast Asia?3. Which are the startups focused on the grocery space?4. What are the incumbents' responses?5. Who are the likely winners of tomorrow?

In this piece, we continue part 2 of the article written by Daniel Hellberg as part of our collaboration piece: #Then &amp; Now: Online Grocery delivery in the US &amp; SEA. Here, we examine the size of Southeast Asia's supermarket and online grocery delivery landscape, the startups in the space, and what the incumbents are doing amidst increasing competition. We attempt to answer the following questions:1. What has changed for grocery startups?2. How big is the online grocery market size in Southeast Asia?3. Which are the startups focused on the grocery space?4. What are the incumbents' responses?5. Who are the likely winners of tomorrow? 

Then & Now: Online Grocery Delivery in the US & SE Asia (Part 2 of 2)

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

As a result of high income inequality, the Philippines' consumer market is characterised by marked differences in spending patterns across income deciles. While decile 1 has to allocate most of its spending to cover basic needs, decile 10 is able to splurge on hotels and catering, leisure and recreation and education (which are the most discretionary spending categories in <a target="_blank">the Philippines</a>). Given that decile 10 is projected to record the largest rise in discretionary spending capacity across all…

As a result of high income inequality, the Philippines' consumer market is characterised by marked differences in spending patterns across income deciles. While decile 1 has to allocate most of its spending to cover basic needs, decile 10 is able to splurge on hotels and catering, leisure and recreation and education (which are the most discretionary spending categories in the Philippines). Given that decile 10 is projected to record the largest rise in discretionary spending capacity across all…

Philippines: Wealthy Households to Enjoy the Rise in Discretionary Spending Capa. Through to 2030

Philippines

Bloomberry Resorts Corp is a holding company for its subsidiaries which provide lodging and leisure services. The Subsidiaries operates and develops, tourist facilities, casinos, and hotel and amusement-themed projects.

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Bloomberry Resorts (BLOOM PM)

Then & Now: Online Grocery Delivery in the US & SE Asia (Part 2 of 2)

In this piece, we continue part 2 of the article written by Daniel Hellberg as part of our collaboration piece: #Then & Now: Online Grocery...

Valerie Law, CFA

Philippines: Wealthy Households to Enjoy the Rise in Discretionary Spending Capa. Through to 2030

As a result of high income inequality, the Philippines' consumer market is characterised by marked differences in spending patterns across income...

Euromonitor International Ltd.

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