Rupert Sutton

Management consultant at Weben Partners Asia

Ricky Gervais

Gervais’s ‘The Office’ eyes Saudi Arabian expansion

A Saudi version of hit comedy show The Office is reportedly in the works. I tend to blog about consumer goods businesses but this example of a creative product expanding internationally caught my eye. It is also an interesting case study in adapting a winning formula to diverse cultures. Branded El Maktab, the Saudi version …

Gervais’s ‘The Office’ eyes Saudi Arabian expansion Read More »

Kelloggs break up

Kellogg bets the house on snacking; it no longer does breakfast-in North America!

Earlier this week Kellogg announced plans to break itself into 3 companies. It seems that Kellogg is no longer doing breakfast, at least in North America where its cereal business is to be renamed and spun off. Although cereal sales slowed some of their downward trend during Covid, sales were still down 13% in 2021 …

Kellogg bets the house on snacking; it no longer does breakfast-in North America! Read More »

Digital cosmetics
Instagram shopper, photo Peter Kalonji

Revlon’s most dazzling cheek blush cannot conceal its reddening debt

Revlon is blushingly close to bankcruptcy according to the WSJ. It’s a salutary tale of a legacy cosmetics business with somewhat jaded brands that’s failed to adjust fast enough to a new paradigm: selling to the Instagram consumer. Amongst Revlon’s core portfolio of brands it’s noticeable that neither Elizabeth Arden nor Elizabeth Taylor are no …

Revlon’s most dazzling cheek blush cannot conceal its reddening debt Read More »

Ben & Jerry's Unilever

Now that Nelson Peltz is a Unilever Board member what will he choose as his favourite Ben & Jerry’s flavour?

Founded in 1978 in Vermont, Ben & Jerry’s ice cream was sold to FMCG giant Unilever in 2000. Under Unilever’s stewardship the business has grown, and dig deep into the 2021 annual report, has sales over Euros 1 billion (US$1.13bn).  Export has been a large growth contributor. The brand is sold in over 35 countries, …

Now that Nelson Peltz is a Unilever Board member what will he choose as his favourite Ben & Jerry’s flavour? Read More »

Digital media

S4 Capital’s lust for whopper growth wrenches its auditor’s nerves

S4 Capital has all the makings of a Harvard case study. It’s a tale of a mercurial advertising scion, spurned by a business he previously founded, who in 5 years turned a shell company into a global advertising giant. It’s a tale that is still in its early chapters. S4 Capital was founded in 2018 …

S4 Capital’s lust for whopper growth wrenches its auditor’s nerves Read More »

Japan sports equipment

The Japanese love sport! Learn how your brand can succeed tomorrow in this $11 billion market! 

The EU-Japan centre kindly asked me and my colleague Hiro Tsujioka to write a report on Japan’s sport equipment market. They have recently published it on their website. We’re also giving a webinar on this topic on the 28th June 2022. To access the report and webinar you’ll need to register with the Eu-Japan centre. …

The Japanese love sport! Learn how your brand can succeed tomorrow in this $11 billion market!  Read More »

Tupperware party’s cancelled. Management pulls full year guidance; analysts wrong footed

Most of us know Tupperware. It’s an iconic brand marketing storage and serving containers for use in the kitchen and around the home. The company is well diversified. Although it’s a US business, Asia-Pacific was the biggest region in 2021 accounting for 28% of revenue. North America and EMEA (Europe, Middle East and Africa) are …

Tupperware party’s cancelled. Management pulls full year guidance; analysts wrong footed Read More »

Reckitt decides that infant formula isn’t digestible. Mead Johnson on the block; PE circles

Dial back to 2017. Then Reckitt Benckiser’s CEO Rakesh Kapoor spent $16.6n acquiring Mead Johnson, the infant nutrition company. Reckitt paid a 30% premium on the stock price. At the time, the deal’s logic rested more on China than the US, Mead Johnson’s heartland. Reckitt was keen to diversify its portfolio and saw an opportunity …

Reckitt decides that infant formula isn’t digestible. Mead Johnson on the block; PE circles Read More »

Love the look! Korea’s best selling fashion unicorn Musinsa eyes global stardom

Musinsa is a Korean ecommerce unicorn that runs an online shopping mall, a fashion magazine and invests behind young designers who want to enter the fashion industry. Its gross sales are said to exceed Won 2.3T ($1.8b) In Korea there are a range of EC platforms, all competing on the same turf, including Bungaejanter, Karrot …

Love the look! Korea’s best selling fashion unicorn Musinsa eyes global stardom Read More »

As the world shifts to EV, will Porsche’s turbo-charged Taycan entice Japanese enthusiasts?

Petrol prices in Japan are currently about 6% higher than the start of the year; they’ve actually dropped slightly since February. The prognosis looking forward isn’t good, one report from Trading Economics is forecasting US$1.63/litre in 2023 and $1.74 in 2024. With these headwinds, and generous Government subsidies for EV buyers (currently JPY650,000 or $5,132) …

As the world shifts to EV, will Porsche’s turbo-charged Taycan entice Japanese enthusiasts? Read More »

Scroll to Top