How Long Will It Take to Clear the Retail Supply Chain Logjam?

A recent article by The Hill asked, “Will broken supply chains stop Santa Claus?” highlighting that a mostly invisible part of how goods arrive on store shelves is now front and center. The pain is real and likely to last, according to Gary Maxwell, a supply chain expert who most recently served as chief supply […]

Can China’s Domestic Wine Compete with Imports?

With the generation born in the 1980s and ’90s coming to center stage as consumers, the Chinese taste for wine is changing. Red wine has long been considered a social gift in China, but that is evolving. According to a survey by International Wine and Spirit Research, China has overtaken France and Italy to become […]

The Competitive Outlook for Higher Education in Australia

Uncertainty around COVID-related travel restrictions and a chill in Australia/China relations have dramatically reduced foreign enrollment in Australian colleges and universities, having a significant effect not only on the institutions themselves but also on the Australian economy generally. The number of foreign students applying for Australian student visas, while still very healthy, has fallen to […]

The Strong Growth of India’s Food Delivery Sector Will Likely Continue

The Indian food market is massive. As of 2019, the organized food market that includes restaurants was worth $22 billion, of which online food delivery only made up about 15%. That shows the huge growth potential of the food delivery sector in the country. In 2020, India’s online food delivery market was valued at approximately […]

How Electric Vehicle Battery Prices Can Fall in the Coming Decade

At the 2016 General Motors shareholders meeting, Mark Reuss — who would become GM’s President in 2019 — told shareholders that the company was paying $145 per kilowatt-hour for the LG Chem cells used in the Bolt EV, which was coming out later that year. Today, those same cells are probably about $130 per kilowatt-hour. […]

What Amazon’s Acquisition of Selz Means for E-commerce

This past January, Amazon quietly acquired the Australia-based e-commerce platform Selz. Founded in 2013, Selz offers a Shopify-like platform that helps small and medium-sized businesses launch their own online stores and add online payment options to existing websites, among other tools. During the pandemic, as online sales boomed, Amazon has seen its third-party marketplace grow […]

Trends in Chinese Luxury E-commerce: Strong Growth in the Digital Era

E-commerce is growing among luxury brands, Due to the impact of COVID-19, the youth-led change in luxury consumption behavior, and the trend of e-commerce livestreaming, a growing number of brands have increased e-commerce investments. As the landscape heats up, how will the brands, luxury e-commerce players, and traditional e-commerce giants operate? How will the luxury […]

Australia Hits the Gas on Online Grocery

Australia hasn’t exactly been a leader in online grocery. The Land Down Under has been growing about five years behind the UK, both in terms of online grocery and fulfillment capabilities. Pre-COVID, online sales were only 4% of total supermarket sales in Australia, compared with 10% in the UK. But since COVID hit, grocers have […]

Growth Beyond China: Mass and Prestige Beauty Are Accelerating Across Asia

You’re probably already aware that the beauty industry is booming in China. Before the pandemic, China saw an average of about 7% growth year over year. These are pre-COVID years. The pandemic has disrupted that growth in 2020, but there are good indicators for the future. While China is certainly leading the way in Asia […]

Streaming Video Likely Permanently Damaged the Cinema Business

Movie theaters are in trouble in both the UK and U.S., with reports that Cineworld, the second-largest cinema chain in the world, is looking into a company voluntary arrangement as an insolvency mechanism that would shutter some of its locations permanently. Meanwhile, the UK entered another lockdown on November 5 that ordered theaters closed. To […]

GLG Convene: Plant-Based Alternatives in APAC

The plant-based market opportunity is growing too fast to be ignored. Long seen as a tipping point for mass adoption, plant-based foods’ recent rapid embrace by fast food chains and F&B conglomerates over the last couple of years has accelerated the range of product innovations in restaurants and store shelves. In this video, you’ll hear […]

With an Uncertain Future, Airline Bankruptcies Are Up in the Air

The airline industry is enduring one of its worst crises, with second quarter results the worst ever and the third quarter not expected to be any better. Bankruptcies are likely on the horizon for some U.S. carriers. To learn more about what that process may look like, GLG spoke with Mark Berman, a former partner […]