All GLG News Analyses Filed Under: Food & Beverage

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...

- Increasing global brands development - Great opportunity to transfer best practices in sales, marketing, distribution and procurement from one market to another - Increasing pressure on suppliers, specially on a) suppliers with global operations, and 2) suppliers of transferable good (i.e. raw...

Over the past couple of years, global consolidation has been increasing among the beer brewers.  Think MIller and South African Brewing Co.  Think the purchase of Rolling Rock by Anheuser-Busch.  This trend has continued pace and even the top 4 brewers are signing joint ventures with...

USANA Health Sciences may have reached the zenith in February when its shares climbed to $61.80.  The 41.2 percent decline in its stock since March and third quarter performance may be the new reality for the network marketing vitamin and personal care product maker. Here’s...

NBTY will continue to lose sales in direct response because more consumers are shopping online. But to capitalize on the shift, the vitamin maker must develop an Internet strategy and invest in upgrading its e-commerce stores.

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...

Another factor potentially impacting food cost inflation is the shift in percentage of food dollars spent on food prepared away from home. In the early 70s consumers spent about 28% of there food dollars on meals prepared away from home and by 2000 that percentage had grown to, and leveled at, 50% of...

As US exports have stalled, South American food exports have grown upwards of ten times faster than US competitors in key agrifood segments such as soybeans, rice, corn and wheat. Mexico, Colombia, Venezuela, the Caribbean and parts of Central America together are net importers of agricultural products...

Current California's regulations add, or -better- take another brick off the dairy wall in US, making life more and more complicated for both dairy farmers and dairy manufacturers. As usual, a higher price will be requested to final consumers, while farmers and manufacturers will see their already limited...

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...