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...
366 Views
The A2 Milk Company Infant Formula Recall What We Know So Far
Our broad thoughts at this stage are: (1) we think The a2 Milk Company (ATM) is in the clear from any negative impacts, although we recognise why...
944 Views
Eastroc Beverage (9980 HK) IPO: Close to Fairly Priced
​Eastroc has solid growth with a 3-year EPS CAGR of 27.8%, supported by leadership in China's functional beverage market. Its IPO is fairly priced...
373 Views
Nestle (NSRGY) - Wednesday, Jul 2, 2025
Nestlé offers a stable investment with attractive yields and potential for low double-digit growth, backed by its diverse portfolio and strong...
335 Views