Turnaround

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 »

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 »

Inspired by Ekiden, Asics eyes North American turn around to challenge Nike

Unless you live in Japan you probably don’t know the Ekiden (literally ‘station to station’). It’s an inter university relay race held early in the New Year from Hakone near Mt Fuji right into the centre of Tokyo. This January, Aoyama Gakuin won the 98th Ekiden with a record time. In my mind, it’s a …

Inspired by Ekiden, Asics eyes North American turn around to challenge Nike Read More »

Investors get itchy on ESG; Unilever gets hot & sweaty over GSK. Is another bid for bubbling?

Unilever is not currently a stock market darling. In 2021 its shares fell 9% whilst the broader London market rose 11%. Compared to peers like Nestlé and J&J, Unilever’s stock price has underperformed significantly. For two consecutive years its pre-tax profits have fallen, Unilever also missed another key goal: 3-5% sales growth. There are growing …

Investors get itchy on ESG; Unilever gets hot & sweaty over GSK. Is another bid for bubbling? Read More »

Panko or Breadcrumbs are an integral part of Japanese cuisine, however the industry faces stiff headwinds

Not many people know that the Japanese breadcrumb category is worth around $350m. Breadcrumbs are an every day part of life and used to make batter for fried foods like Tonkasu and fish, they also coat many types of vegetable dishes. Panko as it’s called here, is a combination of the word ‘Pan’ (‘Le pain’, …

Panko or Breadcrumbs are an integral part of Japanese cuisine, however the industry faces stiff headwinds Read More »

Scroll to Top