India F&B | Channel Checks Indicate Market Share Gains for Organised Players Post COVID-19
Our Channel checks for the Indian F&B (Food and Beverage Industry) indicate changing consumer behaviour along with a change in market structure...
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Yum/McDonald's Pair Trade: An Enticing Market Neutral Return
Yum! Brands Inc (YUM US), the operator of quick-service restaurant chains KFC, Pizza Hut and Taco Bell, underperformed most of its peers over the...
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U.S. Equity Strategy: Retest of October Lows Underway; Upgrading Financials
Our outlook remains cautious as we continue to expect heightened volatility and a potential retest of the February 2018 lows over the next several...
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Uber IPO Preview: Fast-Growing Uber Eats Has Become a Material Part of Uber (Part 2)
In publishing this piece we hope to achieve four broad objectives: To define and estimate the size and potential medium-term growth of the...
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Sector Capsule: 100% Home Delivery/Takeaway in South Korea
Headlines 100% home delivery/takeaway grows by 5% in current value terms to reach KRW2.6 trillion while outlet numbers increase by 5% to reach...
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