China

Shopify customer acquisition

Shopify’s star wanes. Is Apple’s iOS tracking the guilty party? What about Missfresh?

Shopify is a cloud based ecommerce platform designed for small and medium businesses. Want to start selling online without the hassles of coding and setting up merchant solutions? Take a look at Shopify. Shopify is not a minnow. It has sales over $4.5b, makes over 53% gross margin and for the last 2 years has …

Shopify’s star wanes. Is Apple’s iOS tracking the guilty party? What about Missfresh? Read More »

Haleon Panadol

Headache? Toothache? Is Haleon’s OTC portfolio immune from attack?

Haleon is the spin off of GSK’s OTC (over the counter medicine) business. This month it was reborn as a stand-alone company independently listed on the London stock exchange. Haleon has a market valuation of £30.5b (US$36.2b) and a portfolio of brands including Sensodyne (oral care) and Panadol (pain relief). The company makes 63% gross …

Headache? Toothache? Is Haleon’s OTC portfolio immune from attack? Read More »

Korean beauty Cosmax
Photo Freestocks

The secret to Korean beauty is known only to Cosmax

For those who live in Asia-Pacific, it’ll be no surprise to learn that Korea is the world’s second largest beauty exporter. Sales exceeded $6.1b in 2020, larger than Japan or the US. The country has industry leader France (exports $8.9b) in its sights. Korea’s beauty industry is helped by its proximity to China which last …

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