GLG News by Nuts Experts

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...

Any time you can expand your brand it is a good short term benefit to sales as well as your bottom line.  That is exactly what the agreement between Tommy Hilfiger and Macy's does.  The immediate implications then become an increase in sales and market share, therefore there is no...

First of all beer giants such as Bud, Coors and Miller Light are beginning to seriously feel the effects of the smaller brewers.  They are impacting the sales growth of the major brands, therebye impacting profits. Secondly the consolidations will affect quality much like Chryslers aquisition of...

Commodity cost increases (wheat,corn,oil,sugar) are causing havoc with food and CPG companies bottom lines.The significant upward pressures of wheat (+100% latest 12 months) specifically impact all cereal,baking, pasta and many other food companies profits. The key questions surrounding these increases...

Interstate Bakeries and its unions are locked in a negotiating stalemate  over employee jobs and compensation.Specifically, IBC's management is looking for job cuts and lower costs from the unions to make the company more cost competitive.The unions obviously are seeking to minimize impact on its...

Kraft Foods has reported some progress in their recent quarterly earnings but the jury is still out on whether they can show sustainable sales and growth.Kraft has underperformed its food company peers over the last few years primarily because they have gotten away from what made them successful: new products...

Pressure to grow in new beverage categories is intense, yet the major soft drink companies are finding the costs and risks of innovation away from carbonated soft drinks to be difficult.   A competitive buying frenzy is about to begin, but can the bottlers, programmed to sell cola, effectively...