In today’s briefing:
- Berli Jucker (BJC TB) – A Retail and Packaging Fuelled Growth Story
Berli Jucker (BJC TB) – A Retail and Packaging Fuelled Growth Story
- Berli Jucker (BJC TB) released a strong set of 4Q2022 numbers reflecting the benefit of increasing tourism numbers in Thailand significantly positively impacting 25 of its stores.
- The company strategically reduced its B2B business, whilst growing its Don Chai stores quite aggressively. Berli Jucker plans to increase its store numbers further in 2023.
- Berli Jucker‘s packaging supply chain business will see new aluminium can capacity this year in Thailand and should see a 2H2023 growth pick-up. Overall a more positive outlook for 2023.
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