Cannabis: Game Change Buy In from Alcoholic Beverages Player (Constellation Brands + Canopy Growth)
We are at the start of a new page for an old industry, with marijuana becoming legal in many markets faster than we could have imagined a decade...
595 Views
Sector Capsule: Fortified/Functional Beverages in India
Fortified/functional beverages recorded current value growth of 7% in 2017 to reach INR77.9 billion. In July 2017, Food Safety and Standards...
155 Views
Italian Chaos Jolts Markets, US Trip Notes…
My view in the 17th May note that the ‘bond vigilantes’ would be unleashed on Italy has transpired even faster than I expected with the 10-year...
87 Views
With ‘Brand Building’ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
I’ve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
235 Views
Sector Capsule: Sports Drinks in China
Sports drinks posts off-trade growth of 5% in volume and 6% in current value terms in 2017 Growing trend of regular exercise and sports...
141 Views