Mondelez: Margin Opportunity Hiding In Plain Sight
Mondelez performance over the past year has been largely overshadowed by the pandemic lockdowns and losses in out of home channels. However, the...
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What Makes Mondelez Attractive At Current Levels
At first glance, there are more profitable and higher growth opportunities in the Packaged Foods sector. Underneath the surface, however, Mondelez...
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Mrs Bectors Food Specialities | Supplier Interaction Suggests Growth Concerns
For this Insight, we interact with a leading supplier to Mrs Bectors with an objective to understand possible growth concerns that may affect the...
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Dali Foods: Low-Price Copycat With A Persistent High-Return Character But A Too Narrow Moat
We appreciate the differentiated strategy and the persistently high return on capital, but the moat appears too narrow for this rapidly-evolving...
467 Views
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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