Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
October 15, 2009
For Dairy Farmers, the Depression is Here. Is Industrial Agriculture to Blame? | blog.eatwellguide.org
World dairy prices at the levels experienced during the spring of this year really aren’t sustainable with the existing feed cost structure in place.
October 5, 2009
Cadbury’s Stitzer Says Acquisitions May Feature in Growth Plans | bloomberg.com
Cadbury has become the target of intent of Kraft, so Kraft might grow their top line. Cadbury has made itself a confectionary pure play. It divested its beverage business to follow this path. It currently accounts for 10% of the $150 Bn global market and by most analysis, ranks third behind Mars and...
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.
Why Kraft is Making the Wrong Acquisition
September 17, 2009
Kraft Under Pressure as Bid Value Slips | www.flex-news-food.com
Kraft is attempting to buy a company that essentially is a company deriving the majority of its business in Europe and North America. At the present time Cadbury's sales percentage in emerging markets are; 19% in Asia Pacific, 8% in South America and 7% in Middle East and Africa. It grew its top line...
Carrefour en Russie Une erreur, le hasard Une UNE, opportunité
September 17, 2009
Carrefour Says Looking at Acquisitions in Russia | www.flex-news-food.com
Bonjour,AYANT passé quelques temps en Russie pour le grand groupe compte d'un allemand de la distribution, je pense Qu'il est particuli risqué aujourd'hui pour Carrefour de pénétrer le marché russe ...
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...
Carrefour expansion into Russiaa
September 14, 2009
Carrefour Says Looking at Acquisitions in Russia | www.flex-news-food.com
Despite what sometimes in believed, Russian supermarket arena is quite established and benefits from customer awareness. The fact that Carrefour opened its second store and plans acquisitions shows how important this market is becoming.
It's Possible Berkshire Hathaway Could Help Kraft Acquire Cadbury
September 10, 2009
Kraft in Talks to Finance $8 Billion for Cadbury Bid | www.bloomberg.com
With word spreading that Kraft is working to secure financing for its bid to buy Cadbury, there is a possible source outside of the traditional banking arena: Berkshire Hathaway.Warren Buffett might be interested for several reasons:He knows the players. He knows the category. He has the cash. He has...
Are chicken producers staying disciplined with output cutbacks?
September 10, 2009
Shares of Sanderson Farms rise after 3Q beat | news.moneycentral.msn.com
The result is that chicken production during the last week of August was the largest for any week not following a shortened holiday week in nearly a year.
Del Monte Pet Products Business can Survive Private Label
September 8, 2009
Del Monte profit beats expectations; shares jump | www.reuters.com
Del Monte achieved over 20% growth in net sales within the pet products category for its fiscal quarter ending August 2nd 2009, putting the 4.7% growth in consumer products in the shade. Is this pet products action sustainable growth or just one-off pricing action? What are the potential impacts of...
October Jewelry Sales- Estimates Conflict with Reported Results
November 6, 2009
Restaurant Trends Suggest Protracted Challenges for Foodservice Industry
November 5, 2009
Note To Jewelry Industry-Wait and See Isn’t a Viable Strategy
November 4, 2009
Zale Loses One-Third of Investor’s New Worth-Revised
November 4, 2009
Auto Sales Getting Closer To The "New Normal?"
November 4, 2009
www.topix.com
Zale FY09 Revenue -17%, Reports Loss of $190M Zale Corporation...
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