Crude Oil and Copper Breakdowns Reinforce Our Concerns; Defensive Sectors Remain Attractive
Our cautious outlook is reinforced by ongoing developments. Relative strength improvement for defensives (Utilities, Staples, Real Estate, Health...
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Colruyt (COLR BB) : The Downside Risks Abound in the Shopping Cart
Belgium's grocery market share leader looks expensive when considering elevated competition that is only increasing and the unwinding of COVID...
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Sector Capsule: Supermarkets in the Us
Supermarkets increased by 1% in current value terms in 2017, to reach USD521.2 billion Meal kits and Amazon’s acquisition of Whole Foods forces...
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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 prospects—without...
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