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...
218 Views
RRG Proprietary Measure Uses Online Activity to Measure Consumer Sentiment in Asia
RRG Internet Consumer Activity Monitors (ICAMs) and News Flow - Testing the Ability to Identify Media Bias People tend to adjust their answers in...
184 Views
Frasers Logistics IPO - Reasonable Valuation but Decade Low Cap Rates Remain a Worry
Frasers Logistics Trust (FLT) plans to raise US$650m through its IPO, in order to fund the purchase of a portfolio of Australian Industrial...
450 Views
Morningstar Consumer Observer: Shopping for the CPG Brands Best Positioned for a New Era in Commerce
Seismic changes are affecting the consumer packaged goods industry as consumers are becoming less brand loyal and supermarkets are under attack...
319 Views