Contributing Member of the Consumer Goods & Services Councils
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GLG News by this Author
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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The Unilever Purchase - Does buying Sara Lee Soaps signify a new strategy?
September 28, 2009
Unilever Plans to Buy Sara Lee Soaps for $1.9 Billion | www.bloomberg.com
Unilever plans to buy Sara Lee Soaps for $1.9 Billion - biggest purchase since the triad of Bestfoods, Slim-fast and Ben & Jerry. This purchase looks expensive under the existing strategy of brand conolidation to bigger fewer brands. The same money put into trade funds would be more efficient. Perhaps there is more...a 'back to the future strategy' returning to its roots, as a sprawling trading company?
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Del Monte Pet Products Business can Survive Private Label
September 8, 2009
Del Monte profit beats expectations; shares jump | www.reuters.com
Del Monte achieved over 20% growth in net sales within the pet products category for its fiscal quarter ending August 2nd 2009, putting the 4.7% growth in consumer products in the shade. Is this pet products action sustainable growth or just one-off pricing action? What are the potential impacts of private label in pet food in the months and years ahead?
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September 4, 2009
Starbucks: So Long, Sorbetto | www.flex-news-food.com
Starbucks innovation is about solving the riddle of 'instant' vs 'fresh made for you' - instant or pre-packed is simple and convenient and fast, but fresh made is what consumers want in-store. It has solved this riddle in coffee, but the next obvious step, ice drinks and ice confections, is still not convincing.
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