Amazon’s Emergence as an Integrated Carrier

The growth of Amazon in the logistics space has been nothing short of phenomenal. To find out where the company is headed, Alec Gustafson of GLG’s Energy and Industrials Team spoke with industry expert Dean Maciuba. Highlights of the conversation, edited for space and clarity, follow. Dean, would you please start by outlining Amazon’s current […]

Beauty in Asia Gets a Makeover

The Asia Pacific (APAC) beauty and personal care market is one of the fastest-growing and diverse markets in the world. Driven by consumer demand for products that cater to Asian-specific needs, such as halal-certified beauty products, or for environmentally friendly options, the APAC market is expected to grow to $250 billion US by 2026. As […]

Electric Power Tools and Accessories: A Global Overview

Power tools constitute a global and growing $70 billion business, to which you can typically add another $20 billion for accessories such as drill bits, saw blades, coated and bonded abrasives, and other items that are a typical part of power tool usage. The Electric Power Tools Market Before considering the outlook for the business, […]

The Outlook for Retail Drone Deliveries

The delivery of retail merchandise via drones represents a paradox. Everyone seems to agree that drone delivery will play a huge role in last-mile deliveries, largely because of its potential cost advantages. However, at present, there remain obstacles in the areas of flight concerns, consumer habits, regulation, infrastructure, and trust. The Economics of Retail Drone […]

Beauty Industry: 2022 Outlook

The global beauty market, particularly in brick-and-mortar channels, faced significant challenges in the past two years, particularly due to the global COVID-19 pandemic. But this industry is resilient and has seen a radical transformation. The sector has grown through expansion through digital channels and a shift to premium and specialty products. Globally around 25% of […]

Trends in the At-Home Fitness Market

The at-home fitness market got a shot of adrenaline from COVID-19 as the world shut down and many consumers searched for an outlet to alleviate pent-up frustration and to counteract cabin fever. Mary Figuers Stallings of GLG’s Private Equity Content Team sat down with Paul Sutter, former EVP, Digital Product and Engineering for Beachbody, to […]

Growth Potential in the Cannabis Industry

Prior to diving into details on the cannabis industry and its growth potential over the next decade, it is important to clarify exactly what I mean when I say, “cannabis industry.” In the U.S., the cannabis industry has two distinct sectors. One is industrial hemp and the other is marijuana, usually called cannabis because of […]

An Update on China’s Luxury Hotels

This article is adapted from a presentation made in Mandarin on a GLG Asia-Pacific teleconference. As a result of translation, it may not reflect some of the nuances of the original content. While accounting for only about 8% of the Chinese hotel market, the luxury segment is vibrant and growing. By way of comparison, medium- […]

UPS, FedEx, and USPS: What Delivery Company Is Faring Best This Holiday Season?

As the holidays draw closer, last-mile delivery is surely on the mind of every business that transports goods. So how are the largest companies in the space, particularly UPS and FedEx, faring after the challenges of 2020? Recent earnings calls from both companies provided some hints. “The earnings calls for both UPS and FedEx were […]

How Long Will It Take to Clear the Retail Supply Chain Logjam?

A recent article by The Hill asked, “Will broken supply chains stop Santa Claus?” highlighting that a mostly invisible part of how goods arrive on store shelves is now front and center. The pain is real and likely to last, according to Gary Maxwell, a supply chain expert who most recently served as chief supply […]

Can China’s Domestic Wine Compete with Imports?

With the generation born in the 1980s and ’90s coming to center stage as consumers, the Chinese taste for wine is changing. Red wine has long been considered a social gift in China, but that is evolving. According to a survey by International Wine and Spirit Research, China has overtaken France and Italy to become […]

The Competitive Outlook for Higher Education in Australia

Uncertainty around COVID-related travel restrictions and a chill in Australia/China relations have dramatically reduced foreign enrollment in Australian colleges and universities, having a significant effect not only on the institutions themselves but also on the Australian economy generally. The number of foreign students applying for Australian student visas, while still very healthy, has fallen to […]