Sector Capsule: Nappies/Diapers/Pants in China
Nappies/diapers/pants recorded retail current value growth of 10% in 2017, as value sales rise to CNY54.0 billion The two-child policy supported...
315 Views
With āBrand Buildingā Ad Era Over, Can Food Inflation Rescue FMCG Margins?
Iāve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
388 Views
Sector Briefing: Tissue and Hygiene in Japan (Market Summary) - Part 1
Waning Chinese demand for nappies hits overall growth rate Demographic changes shaping market performance Adult incontinence drives share...
379 Views
Negative Readthrough from WPP's Outlook Warning for Japanese Advertisers, Global Consumer Tech
At first glance,Ā WPP's (WPP LN) second sales warning of the year is merely a storyline in keeping with the growing āpost-Brexit hangoverā narrative...
262 Views
Pricing the Strait: Positioning for a Potential Post-Conflict Market
āSupply shocks from the Strait closure hit US airlines hard, driving JETS down. XLP and XLB also suffered from rising input costs and disruptions,...
157 Views