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All GLG News Analyses Filed Under: Food & Beverage

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Posted June 25, 2007
A US Switch.
Analysis of: South America's Rising Star | online.wsj.com
Author: GLG Member Program Contributor
The US 50% more wine from Argentina, than from neighbor Chile, taking from them (Chile) their market dominance. And the question is, how does Chile get this dominance back, and via what strategy? Well, the answer to the question you must first understand the reason for the switch.
Nicholas White Posted June 14, 2007
Tesco isn't 7-Eleven's biggest threat!
Analysis of: Rivals want a big gulp of 7-Eleven's business | www.dallasnews.com
Author: Nicholas White, President White & Co
Neither Tesco nor house brand gasoline are the biggest threats to 7-Eleven.  Here's why?
Posted June 14, 2007
Here comes Tesco...rolling into or over the US convenience channel?
Analysis of: Rivals want a big gulp of 7-Eleven's business | www.dallasnews.com
Author: GLG Member Program Contributor
"Toto...I don't think we are in Kansas anymore!"  Yes, the market is changing and we can all be thankful for that. Not that todays convenience operators have been doing a poor job because they have been fulfilling a need. However, there is definitely room for improvement and with Tesco coming to...
Posted June 13, 2007
7-Eleven and Tesco: Its Location, Location, Location - Providng the Convenience.
Analysis of: Rivals want a big gulp of 7-Eleven's business | www.dallasnews.com
Author: GLG Member Program Contributor
7-Eleven and their competitors focus on providing, above all, Convenience and that is spelled Location, Location and Location! A key element is to understand that "Big Boxing" is going on in this industry as well, as witnessed by the work that QuikTrip is doing.
Posted June 12, 2007
Dean Foods Company gets hit by Commodity Price increases. Food verses Fuel, the Dean stockholders suffer.
Analysis of: Dean Foods Cuts Profit Forcast; Stock Slumps | news.moneycentral.msn.com
Author: Brian Stevenson, Principle B. Stevenson Associates
1.  Consumer Product Goods companies are at risk for commodity price increases even if they are not directly involved in the basic commodity businesses. 2.  In this case, Milk is the Produced article which is "manufactured" by cows eating basic commodity ingredients. 3.  Companies like...
Posted June 5, 2007
Good News for Functional Food Marketers
Analysis of: Consumers ready for functional foods, survey | www.foodnavigator-usa.com
Author: GLG Member Program Contributor
The survey results should drive food and beverage marketers, such as Coca Cola, Nestlé, Hain Celestial Group, Groupe Danone, Kraft, Unilever, DSM Nutritional Products, Nellson Nutraceuticals, Nutraceutical, Inc., SuperValu, and Whole Foods Market, to increase their footprint in the functional foods...
Posted June 4, 2007
The water will flow faster at KO than it will at Pepsi.
Analysis of: Coca-Cola Is Said to Buy Vitaminwater | www.nytimes.com
Author: GLG Member Program Contributor
This article shows KO's current ability in identifying and acquiring  brands that are uniquely positioned, have reasonably strong distribution, but still with a sense of newness and innovation. 
Posted May 31, 2007
Coca-cola needs to watch out its claims if it is to shake up the functional food niche market
Analysis of: Coca-Cola Is Said to Buy Vitaminwater | www.nytimes.com
Author: GLG Member Program Contributor
At a time when soft drinks makers have to face another safety concern, third time in around 12 months, based on a new research linking sodium benzoate (E211 in the EU) to faster ageing and degenerative disease such as Parkinson’s, it is not that surprising to hear that KO is more than ever eager to...
Posted May 29, 2007
Title: Coca-Cola purchases a Health Drink Company – Energy Brands
Analysis of: Coca-Cola Is Said to Buy Vitaminwater | www.nytimes.com
Author: GLG Member Program Contributor
Coke purchased Glaceau,  maker of Vitaminwater energy drinks and Smartwater, which contains electrolytes for 4.2 Billion.   Coke has decided to compete in the non-carbonated drink market.   PepisCo entered this market in 2000 with a purchase of Quaker's Gatorade business and their...
Posted May 29, 2007
The Energy Brands acquisition - more than meets the eye
Analysis of: Coca-Cola Is Said to Buy Vitaminwater | www.nytimes.com
Author: GLG Member Program Contributor
1. This acquisition gives Coke their first real entry into the Enhanced Water Drinks market and the second market position in the United States - 16.8% versus Pepsi's 35.7%. 2. It gives Coke, whose US business has stagnated, a stake in a rapidly growing segment that is expected to represent...
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