Bottoms Up: Finding Sustainable Growth in a Global Value Chain
6月 28, 2022
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3 分鐘的閱讀時間
Loomis Sayles’ Growth Equity Strategies Team analyzes the big business of beer and the beverage industry’s global value chain to identify what areas and businesses hold the most value potential for its long-term focused portfolios.
For example, from the agricultural suppliers, all the way through to the brewers, the distributors and the retailers, beer has many moving parts. A link that has a smaller share of the revenue could command the largest share of profits, believes the Growth Equity Strategies Team. To find out who captures the greatest value in any global value chain, the Team’s proprietary investment process uses an approach called global profit pool analysis to help determine:
- Competitive rivalry within an industry, which ultimately provides insight into how an industry works.
- How an industry creates value.
- Who captures that value.
Be sure to watch the video to find out what link in the beer industry’s value chain appears to be the most profitable today.
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