What do City analysts want to know about marketing?

Describes what UK stock market analysts are looking for when they evaluate fmcg companies. The increase in foreign equity ownership and the activity of hedge funds (with their interest in short-selling) have made the market more aggressive and biased towards `bad news’.

What do City Analysts Want to Know About Marketing?

David LangInvestec

Branding's central paradox is that returns are typically scale related, but unfortunately, and especially at the corporate level, scale introduces severe organisational and executional challenges. These make the quest for the right operational and portfolio balance never ending. The stock market is very alive to the forces acting on fmcg companies that could tip the balance one way or the other.

Top of the current list of worries is global retailer consolidation. Fmcg stocks have been struggling to make headway with a marketplace shift in favour of consumers...

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