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All GLG News Analyses Filed Under: Food & Beverage

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Posted June 13, 2008
Commodity Prices Show No Letup
Analysis of: Commodity Prices Show No Letup | www.nytimes.com
Author: GLG Member Program Contributor
Hopefully, we will receive ideal weather the rest of the way and overall damage to the crops will be minimized.  But even if that occurs fairly inflated soybean and corn product markets are anticipated to persist and the chart below depicts one of the reasons why. 
Posted June 12, 2008
InBev Offers to Buy Anheuser-Busch for $46.3 Billion in Cash
Analysis of: InBev Offers to Buy Anheuser-Busch for $46.3 Billion in Cash | www.bloomberg.com
Author: GLG Member Program Contributor
Key concerns for Anheuser- Busch wholesalers   1) What long-term implications does this have for the current three tier system of distribution? 2) What is InBev's master plan for consolidation of existing wholesalers in the marketplace? 3) What will be Inbev's priorities be...
Posted June 9, 2008
The Blackstone Group and Wellspring Capital Management Complete Acquisition of Performance Food Group
Analysis of: The Blackstone Group and Wellspring Capital Management Complete Acquisition of Performance Food Group | businesswire.com
Author: GLG Member Program Contributor
The May 27, 2007 sale of third-ranked Performance Food Group signals continued consolidation in the highly fragmented $226 billion foodservice distribution market. In an industry facing current challenges related to higher food inflation, higher diesel costs, and a consumer shift in discretionary...
Posted June 6, 2008
Gilbert firm set to announce stevia distribution deal
Analysis of: Gilbert firm set to announce stevia distribution deal | www.eastvalleytribune.com
Author: GLG Member Program Contributor
-  This article does not mention stevia's taste profile, which is inferior to existing low-calorie sweeteners -  Mainstream US consumers look for taste/flavor first, "natural" is way down the list of attributes -  Large volume users of low-calorie/high-intensity sweeteners have known...
Posted June 5, 2008
Costly Corn Pushes Up Beef Prices
Analysis of: Costly Corn Pushes Up Beef Prices | www.chinadaily.com.cn
Author: GLG Member Program Contributor
The choice boxed beef cutout has hovered at relatively inflated levels for roughly 8 weeks after trading at historically low levels earlier this year.  As noted in the Weekly Commodity Report, the USDA choice boxed beef cutout is anticipated to depreciate during the next few months. 
Posted June 4, 2008
There’s Gold in Them Thar Sweet (Stevia) Leaves
Analysis of: Gilbert firm set to announce stevia distribution deal | www.eastvalleytribune.com
Author: Kantha Shelke, Founder & Scientist Corvus Blue
Wisdom Natural Brands (Gilbert, AZ) began shipping SweetLeaf tabletop sweetener to stores around the nation on June 2.  By being the first in the race for a good-tasting, natural and nationally available stevia-based tabletop, Wisdom Natural Brands (Gilbert, AZ) stands to establish itself as the...
Posted May 28, 2008
Makers of luxury spirits make merry
Analysis of: Makers of luxury spirits make merry | www.usatoday.com
Author: GLG Member Program Contributor
There are opportunities for spirits and wines companies to capitalize on growing demand in developing countries, but this is not an overnight investment.  Most of the larger players have been involved in grass roots brand building for 10-15 years in China and they concentrate on one or two...
Posted May 27, 2008
Oil Retreats After Setting New Record at $135
Analysis of: Oil Retreats After Setting New Record at $135 | www.cnbc.com
Author: GLG Member Program Contributor
Besides being bearish for the dollar, bullish for exports and encouraging speculative investments into commodity futures; notably rising world crude oil demand may just very well be the precursor of what’s to come for world protein consumption.
Posted May 19, 2008
How do you say - "The Best Sweet Tasting Stevia Derviative?"
Analysis of: Stevia a sweet bet for Cargill | www.twincities.com
Author: Kantha Shelke, Founder & Scientist Corvus Blue
Eleven peer-reviewed albeit company-sponsored scientific studies, accepted for publication this week in Food and Chemical Toxicology, signify a significant lead for Coca Cola and Cargill in the natural sweetener race.  The media will have much to say about the new sweetener and so will giant brands...
Jeff Stier Posted May 19, 2008
Food Waste Awareness Creates Market Opportunities
Analysis of: One Country’s Table Scraps, Another Country’s Meal | www.nytimes.com
Author: Jeff Stier, Associate Director American Council on Science and Health
As reports of the food crisis reaches fever pitch, will there be new opportunities?
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