Dali Foods: Low-Price Copycat With A Persistent High-Return Character But A Too Narrow Moat
We appreciate the differentiated strategy and the persistently high return on capital, but the moat appears too narrow for this rapidly-evolving...
320 Views
Nestlé Goes Nuts
Nestle SA (NESN VX) , a leading Swiss food Manufacturer, has offered to buy peanut allergy treatment maker Aimmune Therapeutics (AIMT US) for an EV...
352 Views
JDE Peet's IPO: Valuation Insights
JDE Peet (JDE US) is the world's largest pure-play coffee and tea group by revenue with a 7% market share in a fragmented market in 2019, according...
377 Views
JDE Peet’s IPO Initiation: The Big Grind
JDE Peet (JDE US) is the world's largest pure-play coffee and tea group by revenue with a 7% market share in a fragmented market in 2019, according...
393 Views
Peet's Coffee: Starbucks’ Mentor &Pioneer of the Second Wave of Coffee Set to Return to the Market
JAB Holdings expect to list its coffee and tea businesses in Europe. The listing will include Peet's Coffee & Tea Inc (PEET US), Jacobs Douwe...
398 Views