Consumer Goods
From Boom to Bust: The Economic Hangover Shaking the Global Spirits Market
After a post-pandemic boom, spirits makers face a crisis of oversupply, forcing production halts and price cuts as consumer demand plummets.
Napa’s Cabernet Crash: Why a Discount Wine is a Sobering Signal for the Economy
A discount Napa Cabernet signals a deep crisis in the luxury wine market, offering crucial lessons in economics, finance, and alternative investing.
Canned Cocktails, Canned Profits? The Beverage Industry’s High-Stakes Bet on Ready-to-Drink
Canned cocktails are a booming market, but for beverage giants like Diageo, this high-growth segment comes with low margins and risks of brand dilution.
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.
A Hangover of Uncertainty: Why Diageo’s Messy CEO Succession is Spooking the Market
Diageo’s prolonged and messy CEO search has unsettled investors, raising questions about its corporate governance at a time of significant market challenges.
Kleenex Meets Tylenol: Unpacking the Potential $40 Billion Mega-Merger Shaping Your Home
A potential $40bn+ merger between Kimberly-Clark and Kenvue could unite brands like Kleenex and Tylenol, reshaping the entire consumer health industry.
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.