Mr. John Duffy MBA

President, MarketOps, Inc.

Member of the Food & Beverage Council

Council Member Biography

John Duffy is currently the President of MarketOps, a food and beverage consultancy firm, where he has worked since 2001. Mr. Duffy has more than 15 years of experience in the food and beverage industry and has expertise in wholesale, retail, marketing, sales, product development and business development. Previously, he has served as a Director of Marketing at General Mills as well as in a management level position within PepsiCo. He has extensive experience in the bakery, meat, salty snack, and health and wellness food categories. In addition, He is a managing partner of Ingredient Technologies, a consulting firm active in the functional ingredient industry with a focus on food and beverage, nutraceuticals, and pharmaceuticals. His areas of expertise include antioxidants, fibers, proteins, humectants, along with a wide array of health based active ingredients. (This is me - Update Profile)

Employment History

2001 - Unspecified: President, MarketOps, Inc.
1992 - 2001: Director of Marketing, GENERAL MILLS, INC.

GLG News^SM Analyses by John Duffy(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

Wild Oats Still Well Behind Whole Foods

October 30, 2006

Analysis of:Organic Growth: Wild Oats May Prove To Be Better Bet Than Whole Foods | online.wsj.com

1. Wild Oats has lacked the forward thinking of its main competitor Whole Foods in developing its retail business focused on offering natural and organic foods.

2. While it is encouraging that Mr. Odak has been let go there are a number of key strategic issues that must be addressed for them to achieve the kind of success that Whole Foods continues to demonstrate.

3. The organic industry is booming, representing $20 billion of retail sales in the U.S. The category is driven by produce at 42% of the market, growing at a rate of 20-25% per year.

McDonald's is Hitting on All Cylinders

October 23, 2006

Analysis of:McDonald's 3rd-quarter outlook beats estimates | today.reuters.com

1. McDonald's is performing at a high level driven by core growth platforms at home in the U.S. as well as abroad.

2. The fast food industry itself is starting to show signs of life after experiencing softness over the past year or so. While maybe not as profoundly as McDonald's, expect other key operators to experience renewed growth.

Baja Fresh Model Flawed from the Start

October 16, 2006

Analysis of:Wendy's Takes a Big Loss on Baja Fresh | www.latimes.com

The restaurant model developed by Baja Fresh is the bigger issue regarding the ultimate loss Wendy's sustained on the sale to David Kim for roughly $31 million.

Wendy's and other fast food operators have shown an inability to profitably grow chains with differing models, most notably those operating in the quick casual segment.

Chains that have shone strong value growth have done so through strong same store sales growth based on sound strategic operations.

McDonald's Stock Swap Divestiture of Chipotle a Win-Win

October 12, 2006

Analysis of:McDonald's Chipotle offering far oversubscribed | today.reuters.com

1. The demand for Chipotle shares from McDonald's stock holders signals the strength in the quick casual foodservice market, legitimizing Chipotle as a growth stock for the future.

2. McDonald's on the other hand is signaling a focus on their bread and butter, the quick-serve restaurant industry, as their stock is enjoying renewed success on the market.

3. Their decision to cut all ties with its top growth division can also be viewed as a very curious move.

Bob Evans Slowdown Part Demographics, Part Segment Issue

August 30, 2006

Analysis of:Bob Evans Slows Growth | www.globest.com

Bob Evans is dealing with changing demographics that will require a brand overhaul for it to remain relevant. A focus on new products at both retail and on the menu should help in the turnaround.

The family dining segment has been particularly hurt by sagging consumer confidence and the rise in gas prices, in particular.

View All GLG News ^SM Analyses by John Duffy