What Next for Consumer Brands?
In a few short weeks, many changes have rocked the way businesses operate, and few can claim to have been unaffected by the coronavirus crisis. onefourzero looks at the data that could indicate brand strength and future investment strategies post Covid-19
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 […]
Is EdTech the new FinTech?
In four years FinTech has taken the financial sector by storm, disrupting an industry that had remained unchanged in the UK since the ‘big bang’ under Margaret Thatcher. EdTech is set to do the same in the world of education, yet is receiving far less attention from the UK investment community and policy makers alike. […]
Update: Is Britain still good for business now that Article 50 has been triggered?
As our November analysis showed, the low value of the pound post Brexit resulted in a 500% increase in inbound searches for flights and hotels. This finding was in line with ForwardKey’s tourism market analysis report, which showed an immediate increase in international net bookings for arrival in the UK. According to Google Trend data, […]
Next Business Analysis: The Wolves are at the Door for Fashion Retail
In light of profit warnings and a share price decline of clothing retailer Next, CEO Lord Wolfson attributed the uninspiring performance to a general decline in consumer spending of fashion due to a shift towards more experiential consumption. We did an exploratory analysis to understand whether a shift in consumer spending is actually responsible for Next’s negative performance […]
Brexit economic uncertainty or seasonality? Why the restaurant sector is seeing a decline
Why is the restaurant sector seeing a decline? Economic uncertainty following Brexit and Trump has reduced the disposable incomes of many, increasing the preference of “dining in” as opposed to “dining out”. Restaurants: like-for-like sales -0.6% Pubs: like-for-like sales -1.2% YOY sales: -1.0% Intent to go out: -2.93% Political impact on decision to go out: […]
US election response matters
Many investors and fund managers had hoped that the surprise Brexit result was a one off. It couldn’t possibly happen again, could it? The underdog pulling on the emotive strings of the populist vote above reason, logic and to some extent humanity. And that’s before we get to the details of international trade relations, internal […]
