All GLG News Analyses Filed Under: Food & Beverage

David MaloniPrincipalARA Trading Inc.

Cheese Bullishness

October 15, 2009

Analysis of:  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.

Can Cadbury Grow?

October 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:  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...

Tom PirkoPresidentBevmark LLC

FEMSA, ASSESSING STRATEGIC VALUES IN GLOBAL BEER CONSOLIDATION.

October 1, 2009

Analysis of:  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

Analysis by:GLG Expert Contributor

Analysis of:  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

Analysis by:GLG Expert Contributor

Analysis of:  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 ...

Rick SheaPresidentShea Marketing Consulting Inc.

Kraft Continues Portfolio Shuffle

September 15, 2009

Analysis of:  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

Analysis by:GLG Expert Contributor

Analysis of:  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

Analysis by:GLG Expert Contributor

Analysis of:  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...

David MaloniPrincipalARA Trading Inc.

Are chicken producers staying disciplined with output cutbacks?

September 10, 2009

Analysis of:  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

Analysis by:GLG Expert Contributor

Analysis of:  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...

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