Consumer, Household And Personal Products

Gustavo Ballvé on June 22nd, 2012

An interview with Tom Russo highlights an interesting and recurring theme: sometimes stocks get hammered because they’re associated with out-of-favor geographic regions despite being much more globally exposed. In Mr. Russo’s example, big-brand “European” companies.

Read more about Global big-brand investing

Gustavo Ballvé on April 5th, 2012

We publish a number of links on the Coty “indicated” $10 billion bid for Avon – that’s right, it’s not an actual hostile bid yet. Coty attempted a friendly approach three times and it decided to make its conditions public in an announcement. For us in Brazil, it’s a very interesting look at what could potentially happen here – “how” and “when” are still very unclear.

Read more about Coty and Avon

Gustavo Ballvé on June 23rd, 2010

Three WSJ articles related to consumers in emerging markets and how CG companies are adapting. The 1st one highlights the bullish comments on emerging markets in Nestlé’s Investor Day, with some detail on the capex plans and the goals they intend to achieve through these investments. The 2nd story is about India and the P&G vs. Unilever battles over there. Finally, a 3rd story (weaker) highlights 3 chinese companies supposedly exposed to China’s increasing “consumerism” – the stock analysis is superficial and the trend is far from “new news”, but it complements the other two articles.

Read more about Emerging markets special

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