Data Analysis of Major F&B Companies in Korea
Overall, we have a positive view on the Korean F&B sector. In this report, we have included various metrics including FCF yield, sales growth,...
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Higher Milk Demand in Korea, Lots of Lattes, & John Robbins of Baskin Robbins
According to the Korea Dairy Association, milk demand (volume) rose to 1.38m tons in 2016, up 2.8% YoY. This was the first time that milk demand...
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Visit to the Shake Shack Burger in Gangnam - The Cult-Like Following in Korea
I visited the Shake Shack store in Gangnam, Korea this week. This store generated the highest sales among Shake Shack's 124+ stores globally in the...
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Korean Govt Measures To Invigorate Domestic Consumption
On February 23rd, the Korean government announced numerous domestic consumption boosting measures. Among them included a discount of 30-50% on KTX...
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Internet of Things Will Change the World (Part 7) - 2016 IoT Exhibition & Conference in Seoul
We attended the 2016 IoT Exhibition & International Conference (Seoul) yesterday, which is the largest one for the IoT sector in Korea. We...
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