Mars new CEO

As Mars’ CEO retires, what big bets will his successor wage?

Last week the FT carried an interview with John Reid, the outgoing CEO of Mars. What few metrics are published by Mars (the company is one of the world’s largest, privately owned businesses), it seems that Reid’s tenure has been an unqualified success. Global revenues now exceed $45b and have leapt dramatically under Reid’s tenure.  …

As Mars’ CEO retires, what big bets will his successor wage? Read More »

Tokyu Hands flagship store

Tokyu Hands changes hands; enter stage left Home Centre giant Cainz

Tokyu Hands was one of the first stores I visited when I came to Japan. I vividly recall their store in Tokyo with many more floors (and staircases) than I can remember; and then there’s the eclectic range of premium merchandise. Want something you can’t find elsewhere? Go to Tokyu Hands, said my colleagues. Founded …

Tokyu Hands changes hands; enter stage left Home Centre giant Cainz Read More »

Are the venture funds launched by giant food & beverage firms the best way to accelerate growth?

Most consumer goods companies drive growth through gaining penetration (new users, new points of distribution), upping frequency (often through occasion based marketing) and trading up (premiumisation). I’ve worked with many clients in multiple categories and there are always white spaces of untapped revenue, often close by. For many managers, sweating existing assets is less risky …

Are the venture funds launched by giant food & beverage firms the best way to accelerate growth? Read More »

Food exhibition

Food companies leave FHA on full stomachs as the industry rebounds from Covid

I spent 2 full days at Food and Hotel Asia Singapore this week (FHA) and it was packed full of exhibitors and visitors alike. There were over 2000 companies present, mostly packaged food, beverage and agricultural firms plus a fair number of packaging equipment and a cluster of wine and spirits companies. The majority were …

Food companies leave FHA on full stomachs as the industry rebounds from Covid Read More »

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 »

US infant formula market

Stock outs and recalls offer rare opportunity in tightly regulated infant formula market

As a former Nestlé executive, I’ve experienced first hand the sensitivities of the infant formula conundrum. Breast feeding is better for infants, however some mothers can’t breastfeed, moreover many Mums either choose, or have to go back to work, requiring them to feed an alternative. In America only 25% of infants are breast fed after …

Stock outs and recalls offer rare opportunity in tightly regulated infant formula market Read More »

bike supply chain

Bike executives reconfigure global supply chains in search for gears and high-tech components as cycling boom accelerates

I want to ride my bicycle, I want to ride my bike, I want to ride it where I like Queen Rock legends Queen were recording in Montreux (for tax reasons!) when they saw the passing Tour de France. This inspired ‘Bicycle race’ which was released in 1978 reaching No 11 in the UK singles …

Bike executives reconfigure global supply chains in search for gears and high-tech components as cycling boom accelerates 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 »

Asahi beer’s gutsy relaunch of ‘Superdry’ smashes sales targets; short term stock outs!

35 years after its original launch Superdry, Asahi’s iconic beer brand was relaunched this spring. The launch involved a change of flavour to improve its ‘sharpness’ and ‘crispness’ according to the company. According to Asahi’s consumer preference tests over 90% of the target market preferred the new formula, a fact the company has referenced in …

Asahi beer’s gutsy relaunch of ‘Superdry’ smashes sales targets; short term stock outs! Read More »

Japan bakery market

Piping hot Japanese pâtisserie market has momentum! Time for investors to savour the taste

Life is what you bake it, runs the adage. There is a dietary shift in Japan. Historically rice was the main staple, but its per capita consumption is declining year on year. There are more single person households; preparing rice is a hassle especially if you a busy 20 year-something. Rice consumption is also dropping …

Piping hot Japanese pâtisserie market has momentum! Time for investors to savour the taste Read More »

Scroll to Top