Nicola Tedesco

Panorama of the Italian QSR market Q1 2024 in terms of number of stores (chains with >30 outlets excluding dark kitchens and corners in groceries). Last release of our Big 5 European QSR markets. (Source: FOOD STRATEGY & PERFORMANCE internal research in collaboration with Appetite for Disruption, Italian think-thank and consulting platform) Italy is unique! 👉 Lowest number of brands > 30 POS among the Big 5 (Previous mappings with chains >50 POS) 👉 4/19 brands are Italian native with 72% POS 👉 Absence or low footprint of many European leaders (Subway, Costa Coffee, Domino’s, Starbucks, KFC,....) 👉 Burger dominates the market (34%) but with relatively low networks. 👉 Low QSR pizza segment but no Pizza Hut/Papa John’s. Domino’s closed. 👉 Piadina (Italian “tacos”)> pizza 👉In the land of expresso, Italian brands lead the coffee shops/bakery segment (only 39 Starbucks) 👉KFC lone chicken player but Popeyes is announced with Master Franchisee Restaurant Brands Iberia   ➡ Our French, UK, German, Spanish, Italian QSR market analyses showed we definitely can’t speak of a single European QSR market but of differentiated European markets. FOOD STRATEGY & PERFORMANCE Cris Nulli Giulia Marcellini Thierry Rousset Ezio Balarini Kevin Derycke #QSR #italy #foodservice La Piadineria LA CAVEJA SRL I Love Poke Poke House La Yogurteria 12oz Caffè Vergnano 1882 Autogrill Italia Billy Tacos

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Proud OC&C Strategy Consultants supported #buyside this tracked deal! Foro delle Arti (Brunello Cucinelli's Holding), matteo marzotto, Claudio Rovere (Holding Industriale SpA CEO), LionTree Venture Fonds and Federico Marchetti through Mavis invested in #YHub Group, active in solutions and technologies for #traceability and sustainable #transition in the #fashion and #luxury industry, including Process Factory Srl with its proprietary framework 4sustainability, The ID Factory and Ympact.   The YHub Group accompanies brands and companies in the fashion and luxury sectors in implementing sustainability and traceability projects aimed at measurably reducing the environmental and social impacts of production. The key is in the credibility of the information and therefore in the proposed system of collection, verification and validation of impact data to support #sustainability #reporting and the construction of #digital product passports. The team was lead by my colleagues Caterina Sanson and Alberto Regazzo 📌 Detail in comments OC&C Strategy Consultants Italy, #PrivateEquity, #Deals, #DueDiligence, #ManagementConsulting, #StrategyConsulting

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For the 6th year in a row EQUITA is organizing the Italian Champions conference in London on Oct 3rd. Since we started advertising the so called #ItalianChampions i.e. companies able to report consistent revenues/earnings growth regardless by the Italian macro & political volatility, the basket enjoyed a massive re-rating thanks to a growing interest from international investors ready to support and become partner with top management with a clear Long Term Growth strategy, either organically or as a compounder. Considering recent market meltdown, many of the Italian champions have been suffering a significant derating, in many cases by far superior than any earnings downgrade, hence offering the possibility to investors to meet Top Management and assess if and by how much current uncertainties are really impacting their strategies and initiatives. After Euronext decided to cancel the Star Conference in London, EQUITA has been promoting such initiative considering how much UK investors are focused on such high quality companies Looking forward to seeing you there.

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Early stage investing is a people game, and our latest Italian Founders Fund investment is just one more example of that! I first met Nicolo Mazzocchi a bit over two years ago, and the potential for what he had just started building with Simone Patera - a company first known as Algo AI, but that the world will come to love as Skillvue - was already clear and exciting. The problem they're aiming at is clear: there’s a huge need to hire and develop people in positions where soft skills are critical, such as public-facing retail posts. The ways of evaluating those skills tend to be pretty unsophisticated, though, which leads to frustration for both managers and employees. That's where Skillvue comes in, first in the recruitment phase and then in longer term HR analysis/evaluation needs. But success isn't just about launching the right company at the right time. It's about who the founders really are: driven, extremely quick learners who understand growth on the personal and professional levels. Nicolo is the incarnation of this. So one day when Nico told me that he was a 3x national sailing champion, I wasn't surprised - it perfectly fit that unique drive that I'd already seen in them. And just to stay on the "people, people, people" side of things, I'm also very proud to be supporting Nico, Simone and the rest of the Skillvue team alongside Edoardo E. Ermotti and Emanuele Larocca from 14Peaks Capital, Isabel Salgueiro from Kfund, and the other investors who have joined in completing this round. 

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