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世界永远年轻,而你终将老去:十大快消巨头团灭前夜

The world forever young, and you will be old, big ten fast elimination on the eve of a wipe

2019-03-12 21:53:00来源: 亿欧

本文转自:阿尔法工场(alpworks),作者:于辰琪, 阿尔法工场研究员快消品巨头们的拥趸认为,前者从19世纪以来打造的“品牌、资本、渠道、产品、人才”五维护城河,后来者将永远无法逾越。 但今天,我们观察到快消品巨头的护城河,正濒临崩塌。 股价是值得考量的信号,十大快消品巨头中,对比五年前的股价:百威英博跌了23%,卡夫亨氏跌了47%,菲利普莫里斯若靠年初“强提一口气”维持涨势。 上图是雀巢(PINK:NSRGY)、宝洁(NYSE:PG)、百事(NASDAQ:PEP)、联合利华(NYSE:UN)、百威英博(NYSE:BUD)、可口可乐(NYSE:KO)...

This article from: alpha works (alpworks), the author: Yu Chen qi, & have spent Alpha works researcher FMCG giants fans believe that the former since the 19th century to build "brand, capital, channels, products, and talent" five-dimensional moat, others will always be unbridgeable. & have spent But today, we observed the FMCG giant moat, is on the verge of collapse. & have spent Stock is worth thinking about signals, 10 in the FMCG giant, compare the share prices of five years ago: anheuser-busch inbev fell 23%, kraft heinz fell 47%, Philip morris if strong "breath" earlier this year for a rally. & have spent Above, nestle (PINK: NSRGY), procter & gamble (NYSE: PG), Pepsi (NASDAQ: PEP), unilever (NYSE: the UN), anheuser-busch inbev (NYSE: BUD), coke (NYSE: KO)...