Continued Russian Divestment in the Consumer Industry

By James Edwardes Jones
Published April 1, 2022 | 11 min listen

The Invasion of Ukraine has led to a number of large consumer brands divesting their Russian businesses. James Edwardes Jones and Emma Letheren, both Consumer Research Analysts, discuss with Michael Hall, Head of European Research, how brands have reacted to the crisis and consumer expectations, as well as what the effects have been on the wider consumer Industry.

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James Edwardes Jones
Consumer Research Analyst, RBC Capital Markets

James joined RBC Capital Markets in 2012 as our European consumer staples analyst. He started covering the consumer sector in 1999, where he gained extensive experience at RBS, Espirito Santo Investment Bank and Credit Suisse. Prior to this, he covered the food retail sector from 1993-1998 at ABN Amro and Credit Suisse. He has been highly ranked in external surveys for coverage of both the food retail and consumer staples sectors. James has a BSc in Engineering from Reading University and a qualification as a chartered account.

Emma Letheren
Consumer Research Analyst, RBC Capital Markets

Emma joined RBC Capital Markets in July 2017, and works in the European Consumer Staples team. Prior to joining RBC, Emma studied BSc Economics at the University of Nottingham. She is a CFA charterholder

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