Sustainable opportunities Van Lanschot Kempen

Sustainable Opportunities

Conscious Consumer

CARING FOR SELF, OTHERS AND THE PLANET

Being a conscious consumer is now part of the decision-making process for many consumers, and companies have had to respond, redefining their supply chain and becoming more transparent regarding their practices. Moreover, growing emphasis on personal health and well-being also provide new market opportunities for those companies that can broaden their offerings.
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The passage of time is beneficial for these companies for two reasons: 1) the younger cohort of the population cares more about these issues and will make up a larger proportion of the consumer base in the future; and 2) the trend of individuals who are becoming more informed about social, health, and environmental issues is accelerating.


The benefit of these trends being consumer-led is that they are not subject to knee-jerk changes in government policy and associated subsidies/funding. Many Benelux companies have identified this trend and have used it as an opportunity to expand into new markets, gain market share, and/or expand margins. From an increasing repertoire of organic products, to a must for sustainable packaging, companies in the Benelux are adapting to this consumer-led trend.
 

Voting with your feet is proving to be an effective way of enacting change. There will be winners and losers." - Jeremy Kincaid

CONCIOUS CONSUMER'S

Sustainable Edge

For many years, consumption has led to a degradation of the environment, with waste generation increasing and resources for production decreasing. Following the action-reaction principle, consumers are awakening and demanding a change. In order to meet this demand, many products are now being sourced, manufactured, designed, transported, and recycled in sustainable and ethical ways, tackling this issues and contributing to a circular transition. 

Curious to know more?

Pepijn Kluin Van Lanschot Kempen

Pepijn Kluin

Director Trading

Emailp.kluin@vanlanschotkempen.com
Eric Wilmer

Eric Wilmer

Executive Director Equity Research