Category: Drinks
The Alchemy of Oversupply — Turning A1 into A3
60 Seconds. Slack Money, the hunt for yield & over-building:
Interest rates last rose over 10yrs ago (on 5 July 2007). Slack money got us through the worst of the aftermath of the Credit Crunch but where’s the road back?
Overfocusing on sales growth?
By Jack Brumby
There’s no Holy Grail. Sales & margin need to be considered together. Capex needs to be rationed and, at the end of the day, it’s cash that matters…
Inflation: Friend or Foe?
By Mark Brumby
Background:
Many consumers have little or no first-hand experience of inflation
The two 5% spikes in 2008 and 2011 were ‘aberrations’
We were in short pants (or not born) in the 20% plus days of the 1970s…
Langton Capital – 2016-12-07 – 60 Seconds on Inflation, Margins, and Savvy Customers
Inflationary Pressures and the Spectre of Price Rises Inflation is coming in 2017 – but how much will there be, and who is most affected? Forecasts can be a fool’s game, but that doesn’t stop us from giving our two cents. Evidence suggests the UK consumer credit cycle is relatively mature, with many households extended…