consumer trends
From TikTok to the Stock Market: The Surprising Financial Implications of the Freeze-Dried Candy Craze
Discover how a TikTok candy trend is impacting the stock market, CPG investing, and financial technology, offering key insights for investors and leaders.
The Hidden Economic Toll of ‘Carspreading’: A New Risk for Your Portfolio?
‘Carspreading’, the trend of growing car sizes, is more than a parking issue; it’s a major economic risk impacting infrastructure, finance, and investing.
The Great China Cash-Out: Deconstructing Starbucks’ $4 Billion Strategic Pivot
Starbucks’ $4bn sale of its China stake marks a major pivot. This analysis explores the competition, economic shifts, and financial strategy behind the deal.
Danone’s Gambit: Why the Food Industry’s ‘Tipping Point’ Is a Major Signal for Investors
Danone’s CEO calls a ‘tipping point’ for the food industry. We analyze what this means for the economy, corporate strategy, and your investment portfolio.
Beyond the Pint: An Investor’s Analysis of the Pub Industry’s Economic Crossroads
The British pub faces new rivals in cafes and delivery apps, a sign of deep economic shifts. This analysis explores the investment implications.
The Green Gold Rush: How Matcha Mania is Straining Japan’s Economy and Creating a New Investor Dilemma
The global obsession with matcha is creating an economic paradox, straining Japan’s traditional producers and creating a complex dilemma for the global economy.
The Multi-Billion Dollar Problem Stuck to Our Sidewalks: An Investor’s Guide to the Sustainable Chewing Gum Revolution
An investor’s look at the eco-gum market, a prime example of ESG disruption in the CPG sector, tackling the multi-billion dollar problem of plastic pollution.