consumer brands

I discuss why India-listed counterparts of consumer titans are a good way to take advantage of the faster growth India offers.

We invested when the company was generating $2 million in sales and enjoyed watching sales grow 15x in just 3 years.

Retail - even when the going gets tough, there’s still opportunities to be found

For decades Nike has been a dominant force in sportswear. The global sportswear market is worth over US$350 billion in sales with the US market representing just...

Consumers have never been more fickle, in a world of fast fashion and next-day delivery. Covid has further upended our purchasing behaviours and expectations. Against...

There are a bunch of reasons to expect this recovery to be longer and more painful than the market’s V-shaped expectations. Of course, within such an environment there...

You hear a lot about the concept of disruption and the impact that this is having on established brands. The rise of social media has been a key enabler for small...