Premiumisation under pressure as sales growth slows.
Brazil's big education deal sets the stage for further consolidation.
The attractions of the 'school in a box'.
Our proprietary survey shows a steep decline in all indicators.
Our survey has shown a sharp fall in confidence among the low-income consumers whose optimism has been a central feature of Brazil’s success in recent years. Growing anxieties about inflation may be one of the reasons.
Our latest Regional Consumer Indicator continues to show diminishing regional differences.
Resilience underpins stock market interest.
Apple down but little evidence of an end to “premiumisation” in the personal care and cosmetics markets.
Consumer confidence is low and retail sales growth is slowing but sectors such as tourism and education still offer opportunities for investors.
Kroton will lead a powerful new force