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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

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