President Chain Store: The Everywhere-Everything 7-Eleven Operator of Taiwan
When I visited Taiwan recently, I was awed by the omnipresence of the 7-Eleven stores. Like in Japan, organised convenience chains have deeply...
668 Views
Last Week in Blockchain & Cryptos: Bitcoin Futures and ETFs Make Headlines Again
Last week marked the 10th anniversary of the whitepaper which led to the creation of Bitcoin, the first ever cryptocurrency. Bitcoin (XBTUSD...
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Four Reasons Why It Could Be a LONG Time Before Meituan's Food Delivery Segment Becomes Profitable
In our view, Meituan Dianping (3690 HK)'s Food Delivery segment (62% of Meituan's reported Revenue last year) needs to do two things in order to...
507 Views
Starbucks (SBUX): Castles Made of Stimulants (Capitalism's Less Explored Darkside)
Starbucks generally is a good corporate citizen. When it makes a mistake in the eyes of it fanbase, it moves quickly to fix things. Starbucks Corp...
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Starbucks Faces a Bigger Challenge in China than Luckin
Starbucks Corp (SBUX US), which has recently been among the best success stories among American consumer brands active in China, is suddenly...
719 Views