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...
346 Views
Asatsu (9747) - Are Chances of a Counter Bid Being Underplayed?
One of the really extraordinary features of the discussion over the Asatsu DK (9747 JP) bid is the lack of discussion about a counter bid by WPP...
567 Views
Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
643 Views