Four Reasons Why It Could Be a LONG Time Before Meituan's Food Delivery Segment Becomes Profitable
In our view, Meituan Dianping (3690 HK)'s Food Delivery segment (62% of Meituan's reported Revenue last year) needs to do two things in order to...
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Starbucks (SBUX): Castles Made of Stimulants (Capitalism's Less Explored Darkside)
Starbucks generally is a good corporate citizen. When it makes a mistake in the eyes of it fanbase, it moves quickly to fix things. Starbucks Corp...
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Starbucks Faces a Bigger Challenge in China than Luckin
Starbucks Corp (SBUX US), which has recently been among the best success stories among American consumer brands active in China, is suddenly...
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Sector Capsule: Organic Beverages in Thailand
Organic beverages saw an increase of 5% to reach THB166 million. Organic beverages target high-income consumers. Organic fresh coffee saw the...
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Sector Capsule: Cafés/Bars in Hong Kong, China
Cafés/bars increased by 2% in current value terms to HKD8.2 billion in 2017, with a 1% drop in the number of outlets and a marginal decrease in...
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