Matterhorn, Switzerland

Is Bigger Better for UK Grocery Stocks?

Prior to Q2 2014, the UK Food Consumer Price Index (CPI) indicated low single digit growth. Since that time, it is indicating a deflationary food price environment. Hence, top-line revenue growth for the big UK grocers has been deteriorating. With this low growth environment, who wins and how? At R Squared Capital Management (former team at Julius Baer / Artio Global) we believe one possible solution could  involve an uptick in mergers.

Posted by Samer Darwiche on Feb 15, 2017 5:32:23 PM

Topics: From the Desk of Samer Darwiche, United Kingdom

Read More




Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see the R Squared Terms of Use page for a full disclaimer.