The annual Consumer Group of Europe conference is one of the opportunities to get a view on the issues impacting many of the companies we invest in. We have put together some of our analysts’ insights from the conference in this month’s piece. It provides some insight into our thoughts and raises important questions.
The Consumer Analyst Group of Europe (CAGE) conference is the leading European independent annual conference on consumer goods companies that took place last month in London. During the space of three days the managements of 26 companies presented outlook and upcoming strategies for their businesses, whilst numerous consultants and industry experts provided their own insights into major trends for the industry. These discussions always provide important insights into important ideas and trends. Their evolution through the years serves as a shifting spotlight on the themes that most dominate the industry over time. Several of our analysts attended the conference and our insight this month brings together some of these themes, with each of them highlighting an individual topic.