Retail chains aren’t known for particularly high profit margins, but Dollarama—where many items sell for just C$1—is the surprising exception.
Fundamental Thinking
The perspectives of Harding Loevner’s sector and industry analysts on a range of investment topics.
The Last Great Malls on Earth
In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? We went to Manila to find out.
Where on Green Earth Do We Store All This Wind and Solar Power?
In a global energy transition characterized thus far by imperfect solutions and uneven progress, the market for one critical piece of the puzzle is about to blow up.
To the Bone: On the Front Lines of the Food Industry’s Automation Frontier
In labor-starved Japan, a secretive soup and seasoning supplier perfects the recipe for scaling the essence of great cuisine.
The Streaming Wars Take a Commercial Break
The knock-down, drag-out battle between Netflix and Disney that was cheered on by the market in recent years suddenly has investors booing both companies. But maybe not for long.
Pay Dirt: Capitalizing on the Electrification of Landscaping
The clock is winding down on gas-powered lawn machines. The early rulers of battery-powered outdoor equipment look to build an edge that isn’t so easily trimmed.
The Future of Charging: Strange Things Are Afoot at the Circle K
As the world looks to electrify 65 million miles of roadways, an iconic gas station-convenience store chain places itself at the frontlines of determining how quickly—and profitably—that transition occurs.
Crushed: The Search for an Investment Opportunity in Wine
Not every industry is conducive to long-term growth. In the wine industry, a disruptor from Down Under faces an especially steep climb.
Modeling the Metaverse: Facebook, Apple, Meta, and the Fight to Profit from the Next Big Thing
What has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a part of Big Tech companies’ plans for future growth. And the winner is…
Super Cycles: This Time It Might Be for Wheel
E-bikes, the latest mobility craze for aging Baby Boomers, may have enough juice to help one venerable component maker engineer a breakaway.
The Pot Thickens: Online Gambling Comes of Age
With the pandemic accelerating internet wagering’s spread around the world, a handful of seasoned global players vie with new regulation and competition to take their game to the next level.
It’s a Wrap? How Consumer Behavior Is Shaping the Future of Plastic Packaging
Consumer goods companies are being pressured to reduce or eliminate single-use plastics from product packaging. This presents an opportunity and a challenge. One thing seems certain: companies that ignore demands for eco-friendly packaging do so at their peril.