Industry Tech Outlook’s Post

Q2 2024 CONSUMER INDUSTRY & MARKET UPDATE: The food, beverage and pet sectors are showing a return towards more normalized activity thanks to private equity and strategic acquirers with record cash reserves looking for bolt-on and roll-up acquisitions. With interest rates holding steady and the possibility of a rate cut in late 2024, the stage is set for dynamic activity in the latter half of the year and into 2025. Find out which segments are heating up, consumer insights, recent transactions and more in our latest report, https://bit.ly/3XVlmU3. #Consumer #MandA #CapitalRaising

Reflective of what we're seeing (and will continue to see) in global #capitalmarkets, it's great to see Australia's long-awaited #IPO of Guzman y Gomez Mexican Kitchen see shares soar 39% on its trading debut today. For context, Guzman is Australia's Chipotle equivalent in the US, and Guzman plans to have the same number of stores across Australia as McDonalds does.... Well done to all involved. Source: https://lnkd.in/eaTBKQg4

Guzman y Gomez Makes a Sizzling Debut on Australian Stock Exchange Australian fast-food chain Guzman y Gomez (GYG), known for its Mexican-inspired cuisine, rocked the Australian Stock Exchange (ASX) on its trading debut, with its shares soaring by an impressive 39.1%. Initially valued at AU$2.23 billion based on its IPO price of AU$22 per share, GYG saw its shares surge to as high as AU$30.28 during its debut. Even after a slight pullback, with shares trading at around AU$30, up by 36.36% by 1:47 p.m. Sydney time, the excitement remained palpable. GYG, which announced its IPO on May 31 with an initial offer of 11.1 million shares, later increased it to 15.3 million shares, raising a substantial AU$335.1 million. Capital Research Global Investors committed to subscribing to GYG shares, contributing to the successful IPO. Operating over 200 restaurants across Australia, Singapore, Japan, and the United States, GYG has established a strong presence in the fast-food industry. This IPO marks Australia's largest since Redox's offering in July 2023 and the fourth offering exceeding $100 million in the past two years, according to Bloomberg. Barrenjoey and Morgan Stanley served as joint bookrunners for GYG's IPO. #GuzmanYGomez 🌮 #IPODebut 📈 #AustralianStockExchange 📊 #FastFoodIndustry 🍔 #MarketSuccess 🎉 #MexicanCuisine 🇲🇽 #InvestmentOpportunity 💼

IPOs on the ASX have had a mixed track record, while some companies have soared to success, others have faced challenges in meeting projections. The question remains: Can GYG meet its high expectations beyond the initial hype? https://lnkd.in/gdCrQmnb #ASX #Investing #Shares #Stocks #StockMarket #ASXStocks #AustralianStocks #Investment #Trading #MarketNews #WealthManagement #InvestmentStrategy #ASXInvesting #StockTips #InvestSmart #StockAnalysis #MarketTrends #RonShamgar #TAMIM #ASXSmallCap #SmallCap #IPO #GYG

Venture capital investors are taking a renewed interest in the food and beverage space this year. We expect increased deal activity in the second half of the year by private equity as inflation levels stabilize, interest rates (hopefully) start declining and deals being prepared for market are launched post-Labor Day. In the report, we review transactions, top deals, active investors, and trends to watch.

This week we are talking about business opportunities in the current Pareto MBA cohort. We interviewed two serial entrepreneurs that have started so many companies that they’re able to see patterns - this is one of them: #mba #entrepreneurship #seekdemandnotideas

With Guzman y Gomez continuing to make headlines after their IPO last month, InvestorHub Co-CEO Ben Williamson said brands like GYG have a key advantage among listed companies “because anyone can understand their business model.” “These businesses are fundamentally sound, and their revenue models are easy to grasp. Whether it’s food or online ad revenue, you don’t need a (chartered financial analyst) to understand how they make money, nor do you need any education on their brand," he said in an article by Seven West Media. #GYG #IPO #ASX #stockmarket

#Bubbletea to the rescue for #HongKong #IPO market: At least four Chinese stores that sell bubble tea are preparing to go public in Hong Kong, where nine companies have listed shares so far this year. Hong Kong’s stock exchange once boasted more deals than anywhere else in the world. The $40 billion raised from new #listings in 2019 was about five times the total in London and only second to the amount raised on U.S. stock exchanges, according to Dealogic. Hong Kong’s IPO market has tumbled to No. 9 in the world this year, based on a ranking of exchanges by the money raised in new listings. Read more on The Wall Street Journal: https://lnkd.in/gzuUGeiA

Bubble, Bubble, We're in Trouble... <<Bubble Tea IPO Flop May Put Midea, CR Beverage’s at Risk>> Midea, the world’s largest home-appliance maker by market cap, and China Resources Beverage, could be among the largest listings on Hong Kong’s stock exchange this year. Yet these and other candidates could face major hurdles due to weak investor sentiment, evident in the Hang Seng Index’s lackluster performance and the share-price plunge of Sichuan Baicha Baidao on its debut. The IPO of the Chinese bubble-tea maker, better known as Chabaidao, has been Hong Kong’s largest this year. In this video, Ada Li and John Lee,Bloomberg Intelligence discuss market sentiment amid Chabaidao’s slump and the impact on potential Hong Kong listings. Click on the following link for the YouTube video: https://lnkd.in/gun8j-wg #chinaconsumer

Middle-market deals made up a record 74% of private-equity buyouts by count in 2023, outpacing the previous high of nearly 72% set in 2019, according to PitchBook.