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Read in-depth analysis on the key trends shaping demand across in...

Read in-depth analysis on the key trends shaping demand across industries, consumers and national markets, with insight and market statistics that offer global strategic coverage.

Strategy Briefing

Limited-Service Restaurants in Asia Pacific

May 2022

After sales at limited-service restaurants (LSR) declined in 2020, negatively impacted by measures taken to contain the spread of Coronavirus (COVID-19), they were back recording positive growth in 2021. Even in 2020, LSR was one of the better…

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Strategy Briefing

Limited-Service Restaurants in Eastern Europe

May 2021

Although badly hit by Coronavirus (COVID-19), limited-service restaurants (LSR) was the least-impacted consumer foodservice channel by the pandemic in 2020. With takeaway and home delivery services either already in place or quickly added during…

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Strategy Briefing

Limited-Service Restaurants in Latin America

May 2021

Consumer foodservice has been strongly impacted by COVID-19, due to strict regulatory and quarantine measures, leading to many outlet closures. Limited-service restaurants is, however, the category that best aligns with post-pandemic price…

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Strategy Briefing

Limited-Service Restaurants in Western Europe

May 2021

Consumer foodservice recorded a collapse in sales in 2020 as Coronavirus (COVID-19) hit the region, with outlet closures, lockdowns and travel restrictions among the measures taken to try and control the pandemic. However, limited-service restaurants…

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Global Company Profile

Lipton Teas & Infusions in Hot Drinks

Dec 2023

Lipton Teas & Infusions (formerly Ekaterra, Unilever’s tea division), after separation from Unilever, inherited a tea portfolio of 36 brands with total turnover of USD3 billion, making it the number one company in tea in the world. Two thirds of…

USD 570
Strategy Briefing

Local Vs Global: How Ingredient Trends Reflect Cultural Shifts

Aug 2020

Interest in global flavours continues to grow at a time when food is increasingly associated with experiences. At the same time, however, a counter-trend is emerging in many markets. Food nationalism is growing, and consumers are proudly consuming…

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Strategy Briefing

Lodging in Asia Pacific

Aug 2021

Travel restrictions imposed in order to limit the spread of Coronavirus (COVID-19) had a dramatic impact on lodging in 2020. Global travel came to a halt as countries around the world closed their borders, with demand for domestic trips also hit by…

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Strategy Briefing

Lodging in Western Europe

Nov 2022

Lodging was continuing its gradual recovery in Western Europe in 2022. While value growth was dynamic in this year, as in 2021, sales are still some way short of their pre-pandemic levels, given the size of the losses seen in 2020 due to the various…

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Strategy Briefing

Looking at Sleep Health Beyond the Mattress

Dec 2022

A growing health and wellness trend brings with it an increased focus on sleep health. Whilst the bulk of innovation is product-centric, brands are beginning to explore the broader sleep ecosystem. Retail channels are visually merchandising aspects…

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Global Company Profile

Lululemon Athletica Inc in Apparel and Footwear

Apr 2023

lululemon outperformed the overall sportswear industry over the historic period, rising four positions in the ranking to #8 in 2022. In 2022, it launched its first women's line, signalling the company's intention to expand its portfolio, and opened…

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Strategy Briefing

Luxury Goods Recovery: Optimism for Luxury Goods in a Post-pandemic World

Nov 2021

In this half-year (H1-2021) update briefing, we investigate the latest developments in the global luxury goods industry, with a focus on the macro-economic and demographic changes and what these mean for our view of a likely outlook in the short to…

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Strategy Briefing

Luxury in Saudi Arabia: The Story of Unlimited Opportunities

Mar 2023

The global luxury goods industry is witnessing a recovery, and is expected to reach pre-pandemic levels in 2023. Gulf Council Countries like Saudi Arabia and the UAE witness are recovering, as the countries welcome tourists. The outlook remains…

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Global Company Profile

LVMH Moët Hennessy Louis Vuitton SA in Personal Accessories

Nov 2022

LVMH sales in personal accessories returned to pre-pandemic levels in 2021 and continue to grow in 2022 despite the challenging global environment. Asia Pacific is the largest contributor to company sales in 2019-2022, followed by North…

USD 570
Global Company Profile

Lyft Inc in Mobility

Sep 2023

Lyft Inc, the 2nd largest mobility service in North America, offers ride-hailing in the US and Canada and micro-mobility in select cities. Though the company’s active users and revenue per user are increasing, Lyft remains unprofitable. Lyft plans to…

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Strategy Briefing

M&A in Consumer Health in 2023: Opportunities in a Transitional Year

Jul 2023

In the face of a worsening macroeconomic environment in 2022, M&A activity shrank compared to the strong performance in 2021, and that slower trend is likely to continue in 2023. Investors are waiting for global economic trends and consumer health…

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Strategy Briefing

M&A in Consumer Health in an Era of Uncertainty: Evaluating 2022 and Beyond

Jul 2022

In 2021, mergers and acquisitions in consumer health roared back, as economies opened up and consumer sentiment rode high from widespread vaccine access and unprecedented fiscal stimulus, to see its highest gains in years. However, the boom in M&A in…

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Strategy Briefing

Major Appliances in Asia Pacific

Mar 2023

China’s struggles with the Omicron variant across much of the year meant that sales of major appliances declined in 2022, resulting in slightly negative growth for the Asia Pacific region as a whole, given the size of this country’s market. However,…

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Strategy Briefing

Major Appliances in Eastern Europe

Mar 2021

Growth in major appliances went into reverse in Eastern Europe in 2020 due to the impact of Coronavirus (COVID-19) and the measures taken to try and control its spread. In addition, consumers were increasingly looking for cheaper or economy products…

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Strategy Briefing

Major Appliances in Western Europe

Mar 2023

Sales of major appliances slipped into decline across Western Europe in 2022, after most countries had been seeing growth during the pandemic, often in both 2020 and 2021. Consumers returning to more out-of-home activities as societies were fully…

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Global Company Profile

Marriott International Inc in Lodging

Jan 2024

The world`s largest hotel group Marriott has secured its leadership on the back of the US market, which accounts for over 60% of its sales, but also a global portfolio of upscale and luxury hotels. Marriott has a growing portfolio of brands, with the…

USD 570
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