Market Intelligence

Explore the risks and opportunities arising from regulatory decisions to understand their impact on companies and markets, ensuring your company and clients benefit.

Verallia, Orora, Vetropack, and O-I Glass See Up to 10% Stock Drop After French Raids

Verallia, Orora, Vetropack, and O-I Glass saw their share prices decline on Friday and early Monday following the announcement of…

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Danone, Nestlé Risk Margin Erosion After CMA Baby Formula Report

The CMA's final report challenges infant formula makers with new rules on…

Coles and Woolworths Maintain Margin Growth Amid Regulatory Inertia

A new report by Australia’s competition regulator finds Coles and Woolworths have…

UK Probe into Apple Hides a $438 Billion Opportunity

One aspect largely overlooked in the UK CMA’s investigation into Apple’s ecosystem…

WPP’s 22% Growth in India Under Scrutiny After Antitrust Raids

While all the companies under investigation have shown modest revenue growth in…

Visa, Mastercard Likely to Dodge Fee Cap as UK Scraps Regulator

Visa and Mastercard are probably the biggest beneficiaries of the UK government's…

Coca-Cola Loses 3% Following European Commission’s Raids on the Soft Drink Sector

Coca Cola, Unilever and Pepsi suffer strong losses after the European Commission…

Antitrust Decisions Sink Stock Prices, but How Much and For How Long?

One of the primary goals of antitrust laws in any country is…

Don’t Blame Salmon Farmers For Colluding, It Was Just Math

Cermaq, Grieg Seafood, Bremnes, Lerøy, Mowi, and SalMar face fines, damage claims,…

Nasdaq, Deutsche Börse’s Antitrust Risk is Manageable

Nasdaq Nordic and Deutsche Börse’s offices were raided for possible collusive behaviour…