All GLG News Analyses Filed Under: Food & Beverage
Posted March 23, 2007
CVS-Caremark: The New Prescription Drug Industry Challenge
Analysis of: Caremark Shareholders Approve CVS's $26.5 Billion Takeover Bid | online.wsj.com
Author: GLG Member Program Contributor
Analysis of: Caremark Shareholders Approve CVS's $26.5 Billion Takeover Bid | online.wsj.com
Author: GLG Member Program Contributor
1. Now that the bidding war between CVS and Express Scripts for Caremark is over and the CVS-Caremark merger has been approved by both CVS and Caremark shareholders, let’s examine how the combined company will impact the prescription drug market.
2. Rite...
Posted March 23, 2007
Food, Pharmaceutical and Biotechnology Companies to Benefit from Nutraceuticals
Analysis of: Health Savvy Wonder Foods | www.businessweek.com
Author: GLG Member Program Contributor
Analysis of: Health Savvy Wonder Foods | www.businessweek.com
Author: GLG Member Program Contributor
1. Consumer demand for natural and easily accessible preventatives and treatment for common disorders and revenue growth from the sale of nutraceuticals have fueled the growth of nutraceuticals or “phoods” and “bepherages” into a sustainable trend.
2. Companies...
Posted March 20, 2007Beer Brewers Pursue the 'Brand Experience'
Analysis of: Heineken Hopes Branding Will Fly At Airport Bars | www.beverageworld.com
Author: Ed Heethuis, Director of Information Based Selling Straub Distributing Company, Ltd.
Brewers, increasingly searching for opportunities to expand consumer interaction beyond the 30 second television commercial are turning to various levels of 'brand experiences'. The 'Heineken Bar' in Hong Kong's International Airport is an extension of the 'Heineken Experience' in...
Posted March 20, 2007SABMiller goes Contrarian
Analysis of: Miller Takes Message Of Value National | www.beverageworld.com
Author: Ed Heethuis, Director of Information Based Selling Straub Distributing Company, Ltd.
In a move certain to be questioned by shareholders in the US, SABMiller has begun advertising the 'value' of its brands to a nationwide audience. This move is a complete 180° reversal to beer growth numbers in the past four years and features Miller Lite (premium) and Miller High Life (sub-premium)...
Posted March 15, 2007
Dunkin Donuts, Proctor & Gamble Deal a Slam Dunk
Analysis of: Proctor & Gamble agree to sell packaged Dunkin Donuts coffee to grocery & club stores as well as other retail channels in the US | www.foodingredientsfirst.com
Author: GLG Member Program Contributor
Analysis of: Proctor & Gamble agree to sell packaged Dunkin Donuts coffee to grocery & club stores as well as other retail channels in the US | www.foodingredientsfirst.com
Author: GLG Member Program Contributor
1. The deal with Proctor & Gamble will give Dunkin Brands, Inc. an edge over Starbucks as it leverages its strong brand value to gain shelf space in retail outlets nationwide, which, in turn, will lead to brand recognition and increase market share in the coffee house...
Posted March 14, 2007
Nature’s Bounty’s Future Looks Strong
Analysis of: NBTY Inc. Is Accelerating To The Downside | www.tradingmarkets.com
Author: Matthew Levine, Chief Executive Officer Natural Business News
Nature’s Bounty’s Future Looks Strong
Analysis of: NBTY Inc. Is Accelerating To The Downside | www.tradingmarkets.com
Author: Matthew Levine, Chief Executive Officer Natural Business News
Despite the fact that the fast-aging baby boomers are looking for the fountain of youth and frequently choosing vitamins and supplements to aid in their search for vitality, the market hasn’t made up whether it believes Nature’s Bounty (NBTY) is flying too high.Yet overall patterns greatly favor NBTY's...
Posted March 7, 2007Coca Cola and Pepsi Push The Jelly Bean Rule Envelope With New Products
Analysis of: Makers of Sodas Try a New Pitch: They’re Healthy | www.nytimes.com
Author: Jeff Stier, Associate Director American Council on Science and Health
Until recently, soda companies have been under pressure not to add nutrients to sodas because of the FDA's so-called "Jelly Bean Rule," which forbids health claims on low-nutrient foods and drinks. The rule doesn't forbid fortification, but it has had that effect.
Posted February 28, 2007
Wal-Mart, SuperValu, Whole Foods, Trader Joe’s: Private-Label Food and Beverage Winners
Analysis of: Private-Label Food and Beverage Sales Will Exceed $56 billion by 2011 | www.newswiretoday.com
Author: GLG Member Program Contributor
Analysis of: Private-Label Food and Beverage Sales Will Exceed $56 billion by 2011 | www.newswiretoday.com
Author: GLG Member Program Contributor
1. Private-label food and beverage is gaining momentum with over 40 percent of consumers purchasing store-brand products, the majority of whom are in the middle and upper income brackets. Market growth is driven by innovation, higher quality, competitive pricing, differentiation...
Posted February 26, 2007
Whole Foods Wild Oats Merger Good for Long-term Growth, but Write off 2007
Analysis of: Whole Foods to Acquire Organic Rival Wild Oats | online.wsj.com
Author: GLG Member Program Contributor
Analysis of: Whole Foods to Acquire Organic Rival Wild Oats | online.wsj.com
Author: GLG Member Program Contributor
1. Acquiring its biggest rival will position Whole Foods to accelerate its expansion strategy and to better handle competition from traditional retailers like Wal-Mart and organic retailer Trader Joe’s, and achieve its fiscal 2010 sales goal of $12 billion.
2. Whole...
Posted February 26, 2007WHOLE FOODS: TIME TO SOW ITS WILD OATS?
Analysis of: Whole Foods to Acquire Organic Rival Wild Oats | online.wsj.com
Author: Laurence Hellman, Independent Consultant Laurence Hellman
1. Whole Foods has enjoyed dynamic growth since it was founded in 1980. An "enlightened" and admired company that appeals to the most desirable customer segments, WFMI has been agile and fleet footed and full of surprises (always something up the sleeve) over the years.2. Acquisitions have played...
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