Consumer Trends in Clothing and Apparel in the United Kingdom and the United States
The coronavirus pandemic has had a significant impact on the Clothing and Apparel sector in both the UK and the US. In March, millions of people stayed at home to reduce the transmission of the virus. This occurred as cases surged in both the United Kingdom and the United States. The crisis has negatively impacted […]
Is Fast Food Becoming a Healthy Sector for Investors?
Over the last few years, a swathe of new fast food brands have popped up. These new brands aim to cater to changing attitudes towards healthy eating and dietary choices. The traditional players in the fast food space, those widely perceived to offer ‘unhealthy’ meals, are beginning to alter their menus, too. Healthy choices seem […]
Easy to be eco-friendly – why should investors care?
Last week, onefourzero published an article on growing demand and investment in the home automation sector. One area of home automation that consumers favoured were products that helped them save energy as well as money, such as smart meters. Today’s consumer is more environmentally conscious than ever before. Searches on Google for the term “eco-friendly” […]
Land of opportunity: Central and Eastern Europe Private Equity Trends
Central and Eastern Europe (CEE) Gross Domestic Product (GDP) has rapidly risen since the fall of communism, as denoted by the chart below. CEE GDP per capita Even more interesting is that at 3.16%, the growth rate of CEE GDP per capita is nearly double that of the EU. This is a market that has […]
Who is looking at Digital Due Diligence and why?
Without meaning to be too self-aggrandising, we do think digital data is the bees knees. Digital data is useful for consumer-facing businesses for obvious reasons. To better your offer as a B2C company, you want to know what your consumers think about you, your competitors and their preferences. The beauty of ‘big data’, specifically online […]
IM to be believed? Testing the numbers with Digital Due Diligence
When a private company is being sold via an auction process, an Information Memorandum (IM) – otherwise known as the ‘book’ – serves to encourage offers by providing prospective buyers with key information. IMs are also used when a company is seeking to raise finance and encourage investment. Buyers rely on IMs to give an […]
No Deal is Better Than a Bad Deal
This early mantra of the Brexiteers in government had been put to bed, we thought, as the negotiations about the negotiations began last week. But the leaked reports of a ‘fractious’ initial dinner between a ‘deluded’ May and President of the European Commission, Juncker, tell a different story. Today, as always in the world of […]
Looking back on investment year 2016-17: How Private Equity Fell in Love with Digital
The continued fall out of the financial crisis combined with a year of political uncertainty and limited GDP growth have altered the characteristics of M&A activity. With limited market growth fund managers are holding on to assets for longer and (possibly not through choice) are taking the time to improve their assets. Therefore, the last […]
What investment opportunities does 2017 hold?
In light of the Political events of 2016, what does 2017 hold for the Retail, Technology and Finance Sectors? At the start of 2016, the idea of a Trump presidency or Britain voting to leave the EU was unthinkable. However, only a few weeks before the end of 2016 we are facing a different […]
US Elections 2016: analysis and prediction
Love them or hate them, someone is going to win the US Elections 2016. Observations: Trump consistently gets stronger responses than Clinton, even when they are negative. The audience either explicitly displays intense admiration or intense hatred for Trump. Trump scores lower for “correctness”, but scores higher for engagement. Check our graphics report to learn […]