I-Tail Corporation IPO: The Bull Case
The key elements of the bull case rest on strong top-line growth, market share gains, ambitious growth plans and the highest margin profile among...
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I-Tail Corporation Pre-IPO - Initial Thoughts on Valuation
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
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I-Tail Corporation Pre-IPO - Peer Comparison
I-Tail Corporation, an OEM in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of Thai Union Group. In this note,...
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J.M. Smucker Is Poorly Positioned And Set To Underperform
J.M. Smucker business has seen a massive transformation over the past decade and is now predominantly coffee and pet food company. The massive...
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JDE Peet's IPO: Valuation Insights
JDE Peet (JDE US) is the world's largest pure-play coffee and tea group by revenue with a 7% market share in a fragmented market in 2019, according...
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