Shots of Coffee
Coffee and Coffee Chains
2023 Stocks Performance
Source: Seeking Alpha.
Coffee Bean Price Weekly Updates
Source: www.tradingeconomics.com
Milk Price Weekly Updates
Source: www.tradingeconomics.com
Sugar Price Weekly Updates
Source: www.tradingeconomics.com
China Labor Costs Index
Source: www.tradingeconomics.com
Caffeinated Articles
More international coffee brands launching in Singapore
https://theindependent.sg/more-international-coffee-brands-launching-in-singapore/
KFC China to ramp up KCOFFEE development in 2024
Why Tim Hortons bets on ‘third-place’ to be first in Singapore’s coffee market
New kid in town: Cotti Coffee from China is coming to Singapore, has over 6,000 outlets worldwide
Luckin, Tim Hortons: Is there still room in Singapore's coffee scene?
With Singapore's crowded coffee scene, new players may face steep competition from brands that have already established themselves, experts say.
China's new thirst for coffee spurs cut-throat cafe competition
Data from the International Coffee Organization sent to Reuters shows coffee consumption in China grew 15 per cent in the year-long season ended in September from the previous cycle to 3.08 million bags.
The number of branded coffee shops in China grew a staggering 58 per cent in the last 12 months to 49,691 outlets, according to Alegra Group, a company that tracks growth of coffee chains.
4 for '24: Year Ahead Outlook
Perhaps the most extreme example of investors overlooking fundamentals is China. One of RBA’s core beliefs is equities respond to profits cycles rather than economic cycles, and China’s profits cycle has troughed. Chart 12 shows that China’s profits cycle began to accelerate in mid 2022 and RBA has been overweight China in our portfolios since the trough.
https://www.rbadvisors.com/insights/4-for-24-year-ahead-outlook/
Why Is Pacific Coffee Losing to Starbucks, Luckin Coffee, and Tim Hortons in China?
Pacific Coffee, once the second-largest coffee chain in China after Starbucks, is shrinking its network amid intensifying rivalry with increasingly agile competitors such as Luckin Coffee and Tim Hortons.