All GLG News Analyses Filed Under: Food & Beverage

Sentiment Versus Reality in The Foodservice Market

May 13, 2009

Analysis by: GLG Expert Contributor

Analysis of:Sysco Reports Third Quarter Diluted EPS of $0.38 | syy.client.shareholder.com

While current market sentiment resulting from lower wholesale food inflation and stability in fuel prices may suggest the potential for improved near term trends in the restaurant/foodservice market, recent industry reports provide a more realistic view of continued pressure throughout the foodservice industry.

How does a legal problem between Pepsico and PBG would affect the sales on trade and the probable value of the companies?

May 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:PepsiCo Sues to Void Pepsi Bottling’s ‘Poison Pill’ | www.bloomberg.com

Is the legal problem an issue to intensify the normal differences that are always present among the interests of the owner of the brands and the bottlers? How can you be fighting with your partner and expect him to be loyal to you and your interests?   Pepsico has declared that the acquisition will provide the opportunity to get synergies for savings between 400 million and 800 million. But is it really possible? Are they considering extra expenses they will need to make in IT or improvements in operations?   How will this operation affect relationships with Dr Pepper Snapple Group, Coca Cola or some other agreements they already have?

PBG rejects PEPSICO offer of buy-out

May 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:Pepsi Bottling Group Rejects PepsiCo Purchase Offer | www.bloomberg.com

One reason this is important is because it might kill the deal all together with PAS as well. PEPSICO needs both Bottlers to have enough share of Pepsi sales to be able to dictate to the rest of the Bottlers what types of Marketing programs and new innovative products they will roll out. National Accounts need to have national programs through out the country and without PBG, they can not get a quorum across the country.

David MaloniPrincipalARA Trading Inc.

Dairy Market Confusion

May 8, 2009

Analysis of:Low milk prices leave many producers in survival mode | www.extension.umn.edu

Dairy cow slaughter prices in Wisconsin have climbed to their highest levels since October suggesting that dairy farmer profitability has improved and dairy cow slaughter has waned. 

Sentiment Versus Reality In The Foodservice Market

May 4, 2009

Analysis by: GLG Expert Contributor

Analysis of:Sysco Reports Third Quarter Diluted EPS of $0.38 | syy.client.shareholder.com

While current market sentiment resulting from lower wholesale food inflation and stability in fuel prices may suggest the potential for improved near term trends in the restaurant/foodservice market, recent industry reports provide a more realistic view of continued pressure throughout the foodservice industry.

David MaloniPrincipalARA Trading Inc.

Corn demand and ethanol

May 1, 2009

Analysis of:California Says Corn Ethanol Needs to Go On Carbon Diet | featured.matternetwork.com

As writing in previous notes, corn demand has been challenged during the last several months due to poor profitability from major corn users including ethanol producers and protein and dairy farmers. The demand from these industries make up roughly 70% of the annual corn crop. For the last 18 months or so profitability for livestock and poultry farmers has been poor to say the least and they have reduced the sizes of the herds/flocks. 

Gary DrimmerPresidentDrimmer & Associates International

Panic: Swine Flu Pandemic To Have Major Impact on Many Grain, Pork and Food Companies

April 27, 2009

Analysis of:Swine flu fears prompt quarantine plans, pork bans | news.yahoo.com

History this decade shows that it will hard to convince consumers that a given meat is safe if people are dying. Companies from grain handlers and soybean processors (Bunge, Cargill, ADM and Louis Dreyfus)as well as swine farmers and pork processors (Smithfield and Tyson) to restaurants and even tour companies serving impacted areas will suffer.

David MaloniPrincipalARA Trading Inc.

Chicken Market Expectations

April 24, 2009

Analysis of:Share Price Jumps After Pilgrim's Pride Posts Operating Profit | www.nwaonline.net

In 2006 when production cutbacks were in place, the chicken breast market increase during the next 11 weeks was nearly triple the average for the past 4 years.

The Trade Spend Dilemma For Foodservice Distributors

April 22, 2009

Analysis by: GLG Expert Contributor

Analysis of:What Americans Are Willing To Give Up | www.forbes.com

In light of the challenging economic environment and its negative impact on consumer dining trends in restaurants, foodservice distributors are supplying reduced levels of product to restaurant customers, and now find themselves facing the additional dilemma of greater scrutiny by product manufacturers on trade spending, which can often comprise as much as 100% of a typical foodservice distributor’s bottom line.

PEPSI OFFER TO BUY ALL SHARES OF 2 MAIN BOTTLERS GREAT FOR PEPSI

April 21, 2009

Analysis by: GLG Expert Contributor

Analysis of:Pepsi Offers to Buy All Shares of 2 Main Bottlers | www.nytimes.com

Pepsi's offer will help it have more control over what ultimately will end up on shelf. Pepsi will have consistency of product variety more closely lined to trends. Pepsi will be able to leverage advertising spend across U.S

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