consumer goods
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jul 20, 2020 by Taimur Hyat · across every show →
Everything said about consumer goods, oldest first
Jul 20, 2020 neutral
Data analytics will reduce consumer goods inventory despite pandemic shortage fears
“There we think just the increasing use of big data and data analytics to predict consumer demand and actually reduce the amount of inventory will be a more powerful force than the fact that there were shortages in certain areas.”
Feb 5, 2024 bearish
Unlike tech, pharma faces structural negative feedback loops from regulators and payors
“In technology, you have network effects. In consumer goods, you have brand virality. And in healthcare, especially in pharmaceuticals, through history, you notice there are negative feedback loops, right? You have big, major counterparties, namely managed care…”