Tracking E-Commerce Prices and Sales in China’s Instant Noodle Market
Jared Conway
As global eyes turn again to China to monitor its current economic situation, understanding what is happening at the micro level can provide insights into how consumers are reacting to the current economic situation and how manufacturers and suppliers can best position their products to compete in this unprecedented environment.
Navigating Inflation: How to Win in Private Label – Lessons from France, Germany and the UK
Alexandre Loeur
Private label products – retailers’ alternatives to brands – tend to benefit from inflation. However, despite record inflation in France, Germany and the UK, the market share of private label in the three countries remained broadly stable across FMCGs in 2022. This is changing in 2023. This briefing analyses the reasons for the lukewarm performance of private label in 2022, how 2023 is different, and outlines key steps to capitalise on the positive tailwinds to win in private label going forward.
How to Prepare for Economic Shifts
Lan Ha
The global economic environment has become more volatile during the last few years, with many risks clouding the outlook. Business leaders now need to focus on building resilience, improve efficiency and enhancing market foresight to prepare themselves for macroeconomic shocks and identify new growth opportunities.
What Inflation Pressures Mean for Fashion Supply Chains Today
Marguerite Le Rolland
As the pandemic and the war in Ukraine have placed intense stress on global supply chains, purely efficiency-based models have shown their limits in the fashion industry. Since then, luxury and fashion players have pivoted their business models to build their resilience for tomorrow, and beat the impact of inflation, while they also need to anticipate regulatory shifts in terms of sustainability to plan for the future.
DIY Brands Unable to Pass on Inflation Costs
Nick Stene
Abnormal cost inflation has caused waves of pain for companies since late 2020, but our new Inflation Projection Tool launched in July 2023 strongly indicates that tools and hardware in home and garden stands out as a category where companies were harmed more than most (and brands more than retailers, so far). This sector is badly dislocated around its ability to pass on costs from production to end consumers.
Global Energy Vulnerability Index: Unveiling Risks and Opportunities
Aleksandra Svidler
As the world’s energy landscape is undergoing a significant transformation, countries around the globe are striving to secure reliable and sustainable energy supply. However, not all nations are positioned equally in this quest for energy security. Our Global Energy Vulnerability Index sheds light on the energy vulnerabilities and strengths of different economies, revealing the challenges they face and the opportunities they can seize to enhance energy security.
Seven Alternative Scenarios for the Global Economy in 2023 and Beyond
Lan Ha
Geopolitical tensions, stagnation in major economies, debt distress and climate change are the key risk factors that could result in further disruptions in the global economy. Macroeconomic shocks can have a major impact on business outcomes as they affect production costs, consumer spending power and market potential. As economic uncertainty persists, companies need to judge their business stability against future shocks and be ready for a range of macroeconomic scenarios.
Global Economic Forecasts: Q3 2023
Euromonitor International
The latest 2023 quarterly forecast data shows gradual improvements to economic projections for the year. But the global outlook remains weak as challenges persist.
Commodity Market Outlook Q3 2023: Prices to Trend Lower, but Tighter Supply is a Key Upside Risk
Aleksandra Svidler
Albeit staying historically high, prices of many commodities are set to normalise below last year’s levels, weighed by weaker global demand. Despite recent improvements in global economic outlook, it remains fragile as high borrowing costs, persisting inflation, geopolitical woes and disappointing China’s recovery weigh on the outlook and dent demand for energy, metals and food. Yet, tightening global supply adds pressure to energy and food commodities markets.