Blog Archives

The struggle of food companies to stay clean – Ben Cavender

A large number of retailers and restaurants from 7-Eleven to Starbucks to McDonald´s have cut ties with their meat supplier in Shanghai, as authorities forced to close its operation. Retail analyst Ben Cavender explains in the WSJ what it takes to keep supply chains clean.

McDonald´s and Yum hit by new meat scandal – Ben Cavender

An all-American meat scandal has hit Shanghai, as McDonald´s and Yum´s KFC banned their Chicago-owned supplier after authorities found out it used out-dated meat. Retail analyst Ben Cavender expects a long-term damage to both restaurant chains, he tells in the China Daily.

The Chinese dream includes also national glory – Ben Cavender

President Xi Jinping has been redefining China´s dream. While personal achievement is important, what China achieves as a nation, appeals to its citizens too, explains business analyst Ben Cavender in CNN Money.

Affordable fashion gives boost to fast brands – Ben Cavender

High-end brands are no longer the only winners in China´s luxury industry, as affordable fashion gets the favor of consumers, and high-costs items are mostly purchased outside China, explains business analyst Ben Cavender in the China Daily.

Xiaomi picks fight with Apple, Samsung – Ben Cavender

China´s smartphone maker Xiaomi has launched its first tablet and business analyst Ben Cavender sees the company doing well in the 15-35 year bracket of consumers who never used a PC. Apple and Samsung should start to worry, he explains in Bloomberg TV.

Risks and challenges of the Alibaba IPO – Ben Cavender

After Alibaba filed this week its paperwork for its upcoming IPO. Business analyst Ben Cavender looks at its great profitability, but also risk from competition in e-commerce and fear for pressure fro the big Chinese banks.

The KFC, McDonald’s shoot-out – Ben Cavender

Both KFC and McDonald’s have been struggling to keep market share in China by expanding fast. Localizing has become a key word, but sometimes at the expense of quality, says business analyst Ben Cavender in AdAge.

One size does not fit all in China anymore – Ben Cavender

China´s consumers are becoming more sophisticated and – unlike the past – they do no want to be seen in the same outfit as their colleagues. It is about customizing, not about showing off, tells business analyst Ben Cavender in CNBC.

Mini-stimulus, but no crisis mode – Ben Cavender

Unlike previous actions when the central government would splash almost unlimited financial resources to boost the economy, now the announced mini-stimulus show a much more controlled way to push the economy in the right direction, tells business analyst Ben Cavender in the TradingFloor.

A controlled collapse of China´s real estate? – Ben Cavender

A first US$ 600 million default of a real estate company might be the beginning of more, tells business analyst Ben Cavender at Tradingfloor.com. Slower growth might trigger off more default in real estate, and the government will try to control the process, not bail everybody out.