business model

multi level marketing

In today’s digital world is MLM yesterday’s business model?

Let me start by saying I’m not in the MLM (multi level marketing) business. However I work with many clients who battle for market share against MLM competitors. The biggest category is health-nutrition like weight-loss, vitamins, minerals and supplements, and personal-care and toiletry. Whilst these products are pervasive offline in drug stores, pharmacies, supermarkets and …

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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 …

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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’, …

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Wattbike, favoured workhorse of the All Blacks, aims for global presence

Wattbike creates bikes for indoor cycling, a pastime that soared during the Covid pandemic. The business was founded in 2007 by a former rowing champion in collaboration with British cycling. Its USP is technology, the Wattbike hub app allows riders to collect data for training and performance improvement. The software is agnostic, allowing friends to …

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Cheesecake Factory pivots to take-home & dials up indulgence. Naughty but nice!

American icon the Cheesecake Factory is navigating the pandemic by dialling up take home sales and using its 208 restaurants as delivery depots. It also chalked a deal with Doordash to smooth online order cycles and relieve staff pressures. ‘Talk triggers’ and ‘viral marketing’ are key components of the company’s playbook. There’s a menu that …

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Photo FreeStocks

High profile Rent-the-Runway IPOs. Is it the pin-up for Do Good capitalism?

Rent-the-Runway subscribers can browse luxury fashion online and rent attire. Its accessories, handbags and jewellery come from over 750 designer brands.  The business meets a consumer need of wanting ‘new’ styles and since the goods are returned after a month, is arguably more responsible environmentally. The company was founded in 2008 and has around 120,000 …

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Is Peleton pedalling fast enough on exports to boost its share price?

It’s a brand that has yet reach its 10th birthday but has revenue over $1.8b. No mean achievement especially in a niche category: high end exercise bikes and treadmills. Peleton’s bikes sell for between $1900 and $4300, it has 5.4m members, and sells monthly memberships between $13 and $39. Peleton, listed on the Nasdaq, was …

Is Peleton pedalling fast enough on exports to boost its share price? Read More »