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GLG News by Experts in the Food & Beverage Council

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April 18, 2007
Vitamin E Sales Continue to Decline. Will Other Antioxidants Follow?
Analysis of: Another Supplement Under the Microscope | www.nytimes.com
Author: Matthew Levine, Chief Executive Officer, Natural Business News
The recent report on the danger of antioxidant supplementation may have a powerful impact on sales.  If Vitamin E sales provide any indication the road for supplement makers ahead might be challenging.   
April 18, 2007
Tesco US Launch Has Even The Mighty Stores Worried
Analysis of: Tesco just keeps on growing | www.telegraph.co.uk
Author: Matthew Levine, Chief Executive Officer, Natural Business News
American grocers are nervously awaiting Tesco’s opening of their “Fresh & Easy Neighborhood Markets” in the U.S.   Tesco’s plans include opening locations in Southern California, Arizona, Nevada and possibly Colorado.  While initially billed by the retailer as a new type of convenience...
April 17, 2007
Killer Vitamins or Bad Science
Analysis of: Another Supplement Under the Microscope | www.nytimes.com
Author: Matthew Levine, Chief Executive Officer, Natural Business News
Despite nearly three years of lousy publicity generated by questionable science the vitamin and nutritional supplement has been about as active as a roadkill and consistently failed in creating powerful campaigns to educate the public.Short term concerns over sales growth and a fear over positively...
April 17, 2007
Big Challenges In Wild Oats Purchase
Analysis of: Whole Foods Gone Wild | www.fool.com
Author: Matthew Levine, Chief Executive Officer, Natural Business News
Many observers have written or stated that the purchase of Wild Oats is consistent with Whole Foods growth through acquisition.  This is wrong as the Oats purchase is vastly different from previous acquisitions which were of small, regional well-run chains.. Additionally, the current environment...
Ed HeethuisApril 3, 2007
InBev Price Hike Will Help Anheuser-Busch Distribs
Analysis of: Belgian brewery raises beer prices | english.peopledaily.com.cn
Author: Ed Heethuis, Director of Information Based Selling, Straub Distributing Company, Ltd.
InBev price increases to wholesalers will allow AB distribs to increase profitability and still maintain pricing advantages over HeinekenUSA and Grupo Modelo (Corona) in the marketplace. The move comes as no surprise since virtually all brewers (except InBev) announced...
Ed HeethuisMarch 20, 2007
Beer Brewers Pursue the 'Brand Experience'
Analysis of: Heineken Hopes Branding Will Fly At Airport Bars | www.beverageworld.com
Author: Ed Heethuis, Director of Information Based Selling, Straub Distributing Company, Ltd.
Brewers, increasingly searching for opportunities to expand consumer interaction beyond the 30 second television commercial are turning to various levels of 'brand experiences'. The 'Heineken Bar' in Hong Kong's International Airport is an extension of the 'Heineken Experience' in...
Ed HeethuisMarch 20, 2007
SABMiller goes Contrarian
Analysis of: Miller Takes Message Of Value National | www.beverageworld.com
Author: Ed Heethuis, Director of Information Based Selling, Straub Distributing Company, Ltd.
In a move certain to be questioned by shareholders in the US, SABMiller has begun advertising the 'value' of its brands to a nationwide audience. This move is a complete 180° reversal to beer growth numbers in the past four years and features Miller Lite (premium) and Miller High Life (sub-premium)...
March 14, 2007
Nature’s Bounty’s Future Looks Strong
Analysis of: NBTY Inc. Is Accelerating To The Downside | www.tradingmarkets.com
Author: Matthew Levine, Chief Executive Officer, Natural Business News
Despite the fact that the fast-aging baby boomers are looking for the fountain of youth and frequently choosing vitamins and supplements to aid in their search for vitality, the market hasn’t made up whether it believes Nature’s Bounty (NBTY) is flying too high.Yet overall patterns greatly favor NBTY's...
February 23, 2007
Food Verses Fuel, how does it affect Company Valuations
Analysis of: Food versus fuel: is a happy ending possible? | www.bakeryandsnacks.com
Author: Brian Stevenson, Principle, B. Stevenson Associates
1.  The demand curve for Grains in the world is shifting to the right.  How much we do not know.  The market has not found a place where usage is rationed.2.  Many CPG food companies will suffer in the short term while Big Box Retailers hold the line on price increases.3. ...
February 1, 2007
The New CEO is not the only News at IBC
Analysis of: I.B.C. names Jung, former PepsiCo exec, as new c.e.o. | www.bakingbusiness.com
Author: Brian Stevenson, Principle, B. Stevenson Associates
  IBC asks the court to extend the DIP MOR for 4 weeks ending Dec 16 is reported Jung gets real incentives to turn the company around

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