Managing Partner at Fresco Capital, Fresco Capital

Tytus Michalski

Managing Partner at Fresco Capital

Fresco Capital

Thematic (Sector/Industry)

France Consumer staples / Thematic (Sector/Industry)

<p>The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old formula of relying on research and development, massive marketing spending and traditional distribution channels is being replaced by a new formula. While the disruption of the industry won't happen overnight, there are 3 things to watch out for when looking to identify which companies will be at risk.</p><p> </p>

The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old formula of relying on research and development, massive marketing spending and traditional distribution channels is being replaced by a new formula. While the disruption of the industry won't happen overnight, there are 3 things to watch out for when looking to identify which companies will be at risk. 

Inner Mongolia Yili Industrial Group (A) (600887 CH)

Foshan Haitian Flavouring & Food (603288 CH)

Chocoladefabriken Lindt & Sprungli (LISN SW)

Wens Foodstuff Group Co., Ltd. (300498 CH)

Billion Dollar Shave Club & The New FMCG Formula