Consumption
Hier finden Sie alle Informationen zum Thema Consumption.
Beer always works, just not like it used toBeer is always popular (less so)
Per capita beer consumption in Germany has been falling for many years. In 2024, it reached a low point. While German suppliers lack pricing power, this hardly affects the world's largest brewery groups; they are underrepresented in the world's sixth-largest beer market. Anheuser-Busch Inbev, Heineken, and Carlsberg have their own concerns.
Consumer goods companies facing uncertain outlook
Consumers around the world are feeling unsettled, and are paying more attention to their spending than they have for a long time. Brand name companies, who are also under cost pressure, have to choose between defending their margins and their market share.
“The Scale of Opportunity in China is Unique”
Baillie Gifford have been very successful as long-term investors in Tesla and Amazon. Now, the Scottish asset manager‘s focus turns to Moderna and opportunities in China.
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