All GLG News Analyses Filed Under: Food & Beverage

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 to increase the all cash portion of the bid Kraft will be looking at additional brands to divest and help pay for the acquisition.

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 made similar investments.

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 private label in pet food in the months and years ahead?

Cold chains are hot

September 6, 2009

Analysis by: GLG Expert Contributor

Analysis of:You and I can combat gas prices! : Let us give a try by controlling Inventory | authorgeetikasharma

In India Rs 800000 crore persihable foods are destroyed due to unedequate refrigeration facility

Starbucks new endeavors

September 4, 2009

Analysis by: GLG Expert Contributor

Analysis of:Starbucks: So Long, Sorbetto | www.flex-news-food.com

Starbucks is clearly moving into new activities. Icy drinks should be tested of course but from my point of view, the can be a success.

Starbucks Innovation Dilemma

September 4, 2009

Analysis by: GLG Expert Contributor

Analysis of:Starbucks: So Long, Sorbetto | www.flex-news-food.com

Starbucks innovation is about solving the riddle of 'instant' vs 'fresh made for you' - instant or pre-packed is simple and convenient and fast, but fresh made is what consumers want in-store. It has solved this riddle in coffee, but the next obvious step, ice drinks and ice confections, is still not convincing.

Brown Forman Has Survived Past Economic Downturns and Should Once Again

September 3, 2009

Analysis by: GLG Expert Contributor

Analysis of:Brown-Forman Profit Increase Beats Analysts’ Estimates | www.bloomberg.com

While Brown Forman's focus on the premium end of the beverage alcohol market can produce great earnings growth as it did prior to the current recession, it heightens exposure to consumer defection to lower priced substitutes when unemployment climbs and wages stagnate. As in the past, BFBC is taking advantage of economic downturn to make fundamental changes to their business that should enable them to continue to compete effectively. But cutting marketing probably shouldn't be one of them.

Previous Page : 12345678910Next11 to 20 of 443