Columnist: Yu Yan, CFA (Founder and Chief Analyst of Luxe.CO)
Co-author: Wei Fang (Assistant Researcher at Luxe智库)
Globally, although there are countless institutions involved in consumer goods investment, many of which focus on the consumer sector, investors favor mainly sub-sectors with a "fast-moving consumer" nature, such as food and beverage, beauty, home care, and health products, which can be rapidly scaled through existing channel networks. Among these, not only brands but also retailers and supply chain companies are highly favored, because in these areas, both upstream an …
