GLG News by Nuts Experts

Kraft and Sara Lee executives recently spoke at analyst conference concerning their recent improvements to drive sales growth and improve operating margins.Both suggested the progress is real and sustainable.   Kraft highlighted new products and headcount reduction as keys to their progress.New...

As commodity prices increase, food manufacturers will be required to pass on higher raw material costs to their consumers.Over time these higher prices will put pressure on premium priced branded products and shift share to private label and value brands.Will this same pressure apply to retailers and...

Commodity prices continue to rise driving prices higher in the grocery aisle.Wheat ,corn,dairy and oil prices continue to climb creating a very challenging environment for food manufacturers and retailers.The rising prices begs the question of who will this benefit and who will this hurt over 2008 ?...

Large consumer packaged goods companies are finally waking up and embracing the volume opportunity in Organic and Natural Foods.For years ,most of the top selling products at Whole Foods and other Natural stores were made by small manufacturers.Large CPG companies were not quick to offer products because...

The recent article on Interstate Bakeries bankruptcy hearings now officially puts the company in play.IBC struggling from high plant and route costs and the unprecedented rise in flour costs has been attempting to emerge from bankruptcy.IBC Management has stated that their proposal values the company...

Ralcorp's potential pucrhase of Post cereals for $2.8 billion dollars will shake up the cereal category and provide another stronger competitor to General Mills and Kellogg's.The winner will be Ralcorp if they can successfully integrate Post and leverage their brands to strengthen their private label...

Retail sales only chance this Christmas selling season is inflation.  Costs are rising at such a fast rate retailers are stumbling over eaxh other to raise prices and maintain commitments to the street.  Commoditiy cost across the board have gone up.  Weather alone across different sections...

Wheat prices are up 100% in 12 month's. Dairy prices continue to climb, increasing the costs of most food manufacturers.Is this a temporary phenomenon or is food inflation here to stay ?  Both Kellogg's and Kraft have provided disappointing guidance in the last few weeks blaming wheat and dairy...

Walmarts attempted  entry into banking was strategic as they usually are.  They send up trial balloons to get resistance and craft their plan of attack to dominate any category they enter. Using the example of grocery retail, grocers have realized they cannot compete with Walmart on price...

Ingredient cost have been rising for several years now in Consumer products.  We have seen natural disasters, weather, and government policy( corn/ehtanol)  dictate inflationary pressure on cost of goods. Companies have done all they can to take other costs out of the system before passing...