TSLA & EVs: Where the Rubber Hits the Road
Tesla is going mass-market, which means more heartburn for investors and “at least six months of manufacturing hell,” according to CEO Elon Musk. As the controversial carmaker shifts from small-batch production runs of approximately 20,000 cars per quarter to a more Detroit-scale 10,000 cars per week output level, the company’s
Hunger Games
Between Q1 and Q2, consumer-oriented hedge funds have had ample food for thought, with a number of compelling CPG, QSR, and foodservice plays attracting buy-side investment…
Survival of the fittest or omni-channel omnishambles? Finding deep value in the most adaptive brick-and-mortar retailers
As Amazon matures and as millions of shoppers flock to e-commerce, traditional store operators are under pressure to add convenience, relevance, and local curation while they spruce up their environments, train staff, and adapt to Millennial mores.
If You Can’t Stand the Heat, Get Out of the Kitchen
The CPG and QSR sectors have both come under pressure recently with some analysts suggesting that weakening traffic patterns and accelerated food inflation broadly experienced in 2Q16 may be the precursor to a downturn.