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Tom PirkoPresidentBevmark LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

FEMSA, ASSESSING STRATEGIC VALUES IN GLOBAL BEER CONSOLIDATION.

October 1, 2009

Mexico's FEMSA SEEN EYEING $9 BILLION BEER MERGER | reuters.com

FEMSA remains a misunderstood asset in the global consolidation of the beer industry.   A transaction will involve numerous strategic considerations andwill depend upon several key factors involving acquirers' balance sheets and plans for development.

Rick Shea, President

Rick SheaPresidentShea Marketing Consulting Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Kraft Continues Portfolio Shuffle

September 15, 2009

Kraft Under Pressure as Bid Value Slips | www.flex-news-food.com

Kraft Foods bid for Cadbury makes a lot of strategic sense and will allow them to increase their growth in international markets.The key to the deal is utilizing Cadbury's extensive distribution and sales network to further drive growth of existing Kraft products.Faced with the likelihood of having to increase the all cash portion of the bid Kraft will be looking at additional brands to divest and help pay for the acquisition.

Roger Davidson, Retail Food & Drug Consultant

Roger DavidsonRetail Food & Drug ConsultantSelf Employed What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

John Being a Leader!

August 7, 2009

Whole Foods boss says he sells a 'bunch of junk' | www.retail-week.com

Six months ago most industry experts and analysts were writing an obituary for Whole Foods. Stock dropped to $7/share and no one had anything good to say about them. Fortunately John Mackey and his team made the adjustments needed to react to the downturn in the economy without damaging their brand and WFMI rebounded to a third quarter that propelled the stock to $29/ share.

Roger Davidson, Retail Food & Drug Consultant

Roger DavidsonRetail Food & Drug ConsultantSelf Employed What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Time to Reposition Hills

August 2, 2009

Colgate Revenue Misses Estimates on Hill’s, Asia | www.bloomberg.com

Unless Colgate changes their "go-to-market" strategy for the Hill's Science Diet product, I predict they will continue to see sales declines in a category that is very profitable and has significant growth potential. My recommendation is that Colgate seriously consider offering their Hills product to the FDMC channel and follow the route previously taken by Procter & Gamble with Iams. Traditional retailers would welcome their brand and pet specialty would not be likely to drop it.

Rick Shea, President

Rick SheaPresidentShea Marketing Consulting Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

World Class Packaging

April 2, 2009

FOOD PACKAGER OF THE YEAR: Packaging a big part of General success | www.foodandbeveragepackaging.com

The use and design of packaging is one of the most critical elements in a supermarket products success.Packaging provides multiple benefits and serves many key objectives for food manufacturers. ---Merchandising:Product must merchandise well and provide consumers with a quick,clean understanding of the product. ---Brand Positioning : Packaging conveys a feel and tone about every product including whether its value orientated or premium. ---Quality :Packaging must obviously protect the quality of any food product and contribute to shelf life in many cases. ---Preparation: Many packages need to provide a quick,cost effective way to prepare the product. ---Informational : All key labeling and nutrition info must be accurately and effectively communicated to the consumer ---Sustainable :Cost efficiency and environmentally friendly are very important to retailers and consumers.

Rick Shea, President

Rick SheaPresidentShea Marketing Consulting Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Consumers Drive for Value in Their Food Purchases

March 25, 2009

What Sells in a Recession | www.time.com

The article provides a good descriptive assessment of how consumers supermarket shopping habits have changed in the last 3 months.Nervous, money challenged consumers are more price discriminating than ever before in their food purchases.Private Label sales are growing faster than the category and taking market share.Consumers are increasing their use of stores perceived as discounters. Walmart, Costco, BJ's and dollar stores continue to lead in same sales store growth.

Kantha ShelkeFounder & ScientistCorvus Blue What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Will Purevia and Truvia have first move advantage in the sweetener marketplace?

December 19, 2008

Coke and Pepsi Stoked for Stevia after FDA Green Light | blogs.wsj.com

Purevia and Truvia may very well have first move advantage in the sweetener marketplace!  The FDA issued its no-objection letter to the two petitions and each of these deal specifically with the purified versions of the Rebaudioside A sweetener.  The other viable options are to: - Self-affirmation GRAS - Establish 'no different from Rebiana' OR - File an independent GRAS petition for notification by the FDA.route or establish that piggy back    

Kantha ShelkeFounder & ScientistCorvus Blue What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Market realization imminent for stevia and Reb A

December 16, 2008

Coke Set to Unveil Natural New Drink | online.wsj.com

The announcement in the Wall Street Journal today that Coke is expected to launch beverages sweetened with stevia derivative rebaudioside A (Reb A), indicates that Coke and Cargill are confident that their self-affirmation GRAS for Reb A is solid and that the FDA will be soon be blessing their notification with a letter of no-objection.  Self-affirmed GRAS may very well make long and drawn out additive petitions a thing of the past.  PureVia and Truvia are well on their way to becoming established brands of Reb A, many more are soon to follow.  

Rick Shea, President

Rick SheaPresidentShea Marketing Consulting Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Food Inflation Slows But Is Here To Stay

September 12, 2008

Food Inflation is likely to continue, experts say | www.venturacountystar.com

Commodity inflation appears to have peaked for the short term but long term commodities will continue to rise creating above average food inflation.How food and restaurant companies react will be the key to future price increases.

Rick Shea, President

Rick SheaPresidentShea Marketing Consulting Inc. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Food Companies Results Vary Based on Brand Strength

September 9, 2008

Amid turmoil,Big G still making dough | www.startribune.com

As commodity and energy costs continue to rise it has put more pressure on the botton lines of all food companies.Food companies have had to raise prices to offset these increases.However not all food companies are losing share to private label as a result of the price increases.

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