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<div class="content-highlight">Complacency makes Dairy Farm a perfect short</div><a href="https://www.smartkarma.com/entities/7427" target="_blank" data-smartkarma-citation="entities:7427:1">Dairy Farm Intl Hldgs Ltd (DFI SP)</a> has enjoyed being an oligopoly in Hong Kong and Singapore’s supermarket/hypermarket and personal health/beauty product industries for years. Complacency led to a slow reaction to consumer behaviour changes and loss of market share to local competitors in the past few years. Now, that complacency will show them unprepared for Amazon and Alibaba's arrival!Dairy Farm’s Hong Kong and Singapore businesses are about to see impending e-commerce disruption that will cause sales declines and margin erosion for years to come.Separately, on 23 June, the Company announced the change of Group Chief Executive.

Complacency makes Dairy Farm a perfect shortDairy Farm Intl Hldgs Ltd (DFI SP) has enjoyed being an oligopoly in Hong Kong and Singapore’s supermarket/hypermarket and personal health/beauty product industries for years. Complacency led to a slow reaction to consumer behaviour changes and loss of market share to local competitors in the past few years. Now, that complacency will show them unprepared for Amazon and Alibaba's arrival!Dairy Farm’s Hong Kong and Singapore businesses are about to see impending e-commerce disruption that will cause sales declines and margin erosion for years to come.Separately, on 23 June, the Company announced the change of Group Chief Executive.

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