food industry
Beyond the Bottle: Kikkoman’s Multi-Billion Dollar Recipe for Global Dominance
Kikkoman, the iconic soy sauce maker, is shifting from organic growth to a bold M&A strategy to combat a shrinking domestic market in Japan.
The Investor’s Blind Spot: From Boiling Lobsters to Your Portfolio’s Bottom Line
A letter about lobsters and chickens reveals a cognitive dissonance that represents a major, unpriced risk for investors in the modern economy.
From Reality TV to Retail King: Jamie Laing’s Sweet Strategy for Market Domination
Jamie Laing’s Candy Kittens acquires Graze from Unilever, creating a new snack powerhouse. A deep dive into the strategy, finance, and future of this bold M&A.
The Canary in the Coal Mine: Why a Turkey Farm Scandal Signals a Seismic Shift in Financial Risk
A turkey farm scandal reveals the new reality of financial risk, where ESG failures in the supply chain can directly impact brand value and stock performance.
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.