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.






Key Takeaways

 

  • Packaging is becoming an important purchasing decision factor for socially aware consumers.
  • A combination of growing government regulation and consumer outrage over pollution is forcing many companies to replace single-use plastics with eco-friendly alternatives.
  • The cost of developing environmentally friendly packaging can hurt companies’ margins.
  • Companies that fail to respond with urgency to the shift in consumer behavior will lose out.

Disclosures

 

The “Fundamental Thinking” series presents the perspectives of Harding Loevner’s analysts on a range of investment topics, highlighting our fundamental research and providing insight into how we approach quality growth investing. For more detailed information regarding particular investment strategies, please visit our website, www.hardingloevner.com. Any statements made by employees of Harding Loevner are solely their own and do not necessarily express or relate to the views or opinions of Harding Loevner.

Any discussion of specific securities is not a recommendation to purchase or sell a particular security. Non-performance based criteria have been used to select the securities identified. It should not be assumed that investment in the securities identified has been or will be profitable. To request a complete list of holdings for the past year, please contact Harding Loevner.

There is no guarantee that any investment strategy will meet its objective. Past performance does not guarantee future results.

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