A Site Visit: Alibaba (BABA) Successfully Integrates âNew Retailâ into RT-Mart of Sun Art (6808 HK)
We visited one of RT-Mart supermarkets (Photo 1~15) after Alibaba announced that it has reformed 100 of RT-Mart stores into ânew retailâ. We found...
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With âBrand Buildingâ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
Iâve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
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Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
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Ingredients: Benefiting From Powerful Moat Sources Despite Absence of Branding or Pricing Power
Given the bland growth prospects that currently characterize the consumer products space, investors looking for better growth prospectsâwithout...
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Global Economy Dodges a Bullet - Brexit Could Cause Global Recession
Recently global equity markets have come under stress due to the high degree of uncertainty stemming from US Fedâs recent FOMC meeting, political...
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