Opinion Lead
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Diageo Cuts First, Grows Later. Maybe. By: Peter Marshall
So, Diageo’s shareholders largely got what they wanted last Thursday afternoon: a number, a timeline and a man willing to swing…
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In Travel Retail Innovation Is Not The Problem. The Shelf Is. And It Has An Execution Problem. By Garry Stasiulevicuis, Managing Director, Shelftrak.
Introduction by: Peter Marshall Travel Retail Exclusives remain one of the industry’s greatest growth opportunities – but only if brands…
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Three Houses – L’Oréal, Kering, Coty – One Bottle: What The Gucci Beauty Handover Really Means For Travel Retail (and other) Shelves. By: Peter Marshall
When Kering, L’Oréal and Coty issued near-simultaneous statements last week, most of the trade press appeared to file it as tidy corporate housekeeping.…
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Still Iconic, But No Longer Untouchable: Scotch’s Reality Check
Introduction by: Peter Marshall Scotch whisky has not lost its mystique. It still props up Scotland’s export story, still fills…
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Where To Now For Estée Lauder? “Beauty Reimagined” After the Puig Non‑Deal
Introduction by: Peter Marshall Estée Lauder’s decision to walk away from a potential tie‑up with Puig has effectively reshaped the…
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IS LVMH GETTING READY FOR A BRAND HAIRCUT?