Download PDF Introduction A retailer is a company or individual that sells goods or services directly to consumers, typically in small quantities for personal or household use. Positioned at the final stage of the supply chain, retailers reach consumers through brick-and-mortar stores, digital platforms, or a blend of both. While Read more…
Download PDF Introduction The Consumer Healthcare sector has long been crucial for consumers to find quick solutions without heading to the doctors, covering over the counter (OTC) products such as supplements, medicines (painkillers), skincare, hygiene products, and more. With the rise of digital healthcare tools and prescription management, Consumer Healthcare Read more…
Download PDF Introduction The Body Shop is a British cosmetic, skincare and perfume company known for selling ethically sourced products made with natural ingredients and free of animal testing. Throughout its +50 years of existence, the company grew from a small family business based in the UK to being owned Read more…
Download PDF Current State of the Industry In 2023, the fashion industry faced persistent and deepening challenges. At a regional level, the US and Europe witnessed slow growth, while China’s strong performance at the start of the year faded in the second half. Weaker demand affected both the luxury and Read more…
Download PDF Introduction Rising energy costs threatened to undermine economies just recovering from a two-year pandemic well before Russian tanks moved into Ukraine. As a result of Putin’s aggression, that threat may now come to fruition. Fueling the global economy, fossil fuels such as crude oil, diesel, and natural gas Read more…
Download PDF Welcome back from the winter break and happy 2021! According to JPMorgan, the outlook of M&A in 2021 is very positive. Indeed, mainly due to a reduction in political uncertainty, the development of vaccines and strong capital markets, there is increased confidence in management and board of directors, Read more…
Download PDF Introduction After stalling in winter and spring 2020 due to the coronavirus, M&A activity picked up over the summer, fuelled by a bullish stock market. The situation remains dire however: according to MergerMarket data, companies have struck €620bn worth of M&A deals in the three months Read more…
The Coca-Cola Company (NYSE: KO) – market cap as of 18/09/18: 196.23 bn Whitbread Plc (LON: WTB) – market cap as of 18/09/18; £ 8.61 bn Introduction On the 31st of August 2018, The Coca-Cola Company announced that it had reached a definitive agreement to acquire Costa Limited, one Read more…
Semyrhamis SA—private investment company LVMH Moet Hennessy Louis Vuitton SE (MC: PAR)—market cap as of 29/04/2017: €114.85bn Christian Dior SE (CDI: PAR)—market cap as of 29/04/2017: €45.48bn Introduction On April 25, 2017, it was announced that Semyrhamis SA, a company owned by the Arnault family, had made a public takeover Read more…
[edmc id= 3290]Download here the Weekly Market Brief[/edmc] United States A flurry of US data came out this week. Consumer sentiment came in at 91.3 in November, below an initial reading of 93.1. New home sales rose to 10.7%, taken as positive despite coming in below consensus. Consumer spending increased 0.1% Read more…
[edmc id= 3279]Download here the Weekly Market Brief[/edmc] United States Once again, the discussion around the expected Fed policy decisions in December has dominated the week in the US markets. The minutes of the Fed October meeting, released on Wednesday, hardened expectations of an interest rate hike. They also hinted at Read more…
[edmc id= 3197]Download here the Weekly Market Brief[/edmc] United States The one just ended has been a pretty volatile week for the US market, with investors continuing to show some concern about the possibility of a rate hike in December in an environment of still uneven economic growth. Deteriorating growth outlooks Read more…
[edmc id= 3174]Download here the Weekly Market Brief[/edmc] United States US economy has seen many macroeconomic data being released this week, in particular regarding the labour market, while the FED governor had a speech that has strongly affected the markets on Wednesday. The labour market has been the main actor of Read more…
[edmc id= 3109]Download here the Weekly Market Brief[/edmc] United States This week has been very intensive due to the large amount of macroeconomic data that have stricken the US economy. On the labour market side, the situation continues to improve. In fact, the initial jobless claim beat expectations, 260K requests against Read more…
[edmc id= 3009]Download here the Weekly Market Brief[/edmc] United States October still seems to be a very positive month for US equities. Some analysts pointed it out as the month for a possible rate hike, but it ended up being positive so far, even if uncertainties about the long-awaited rate hike Read more…