What makes Vietnamese coffee companies attractive to investors?
For investors, an attractive coffee business is not just about brand awareness or store count. Scalability, replicability, unit economics, operational control and an integrated value chain are becoming increasingly important.
The new “piece of the pie” for coffee and bubble tea chains.
Provincial markets are becoming an increasingly important growth opportunity for F&B chains, although not every brand is equally positioned to succeed.
Strategic exits to outpace IPOs in Vietnam F&B’s sector: Maestro Equity.
Vietnam’s food and beverage (F&B) sector is likely to see more strategic exits rather than blockbuster IPOs as the market matures, according to a top executive at Maestro Equity Partners, a Ho Chi Minh City-based boutique investment firm.
13 Years In Vietnam: This Is How You Work With Vietnamese | Giovanni Zangani | EP 390
Every year, a wave of foreign investment funds enters Vietnam armed with the same pitch deck, painting an attractive macroeconomic picture of a young population and a rapidly expanding middle class. They are often drawn to startups that fit the “right” mold—companies led by charismatic young founders who can effortlessly deliver polished presentations in English […]
Giovanni joins Alex Rawlings from the Private Equity Podcast to share insights from operating in Vietnam’s emerging private equity landscape.
In this episode, Giovanni Zangani joins Alex Rawlings to share insights from operating in Vietnam’s emerging private equity landscape. As Managing Partner at Maestro Equity Partners, Giovanni discusses the firm’s hands-on approach to investing in consumer and F&B businesses, the challenges of deal execution in emerging markets, and why local understanding is critical to success.
Vietnam’s food and beverage industry is entering a decisive consolidation phase.
Vietnam’s food and beverage industry is entering a decisive consolidation phase. In the first half of 2025, more than 50,000 F&B outlets closed nationwide, reflecting mounting pressure from rising rents, labour costs and input prices. Yet consumption remains resilient, and the market continues to reward operators with scale, systems and capital.