All GLG News Analyses Filed Under: Food & Beverage
Posted January 18, 2007
Herbalife Manages Expectations by Lowering Guidance
Analysis of: Herbalife Plunges on '07 Sales View | biz.yahoo.com
Author: GLG Member Program Contributor
Analysis of: Herbalife Plunges on '07 Sales View | biz.yahoo.com
Author: GLG Member Program Contributor
1. Sales growth will be lower in Mexico, but it will not be the primary factor causing lower-than-expected overall sales-growth, nor will the current problems resulting from violation of Herbalife’s distribution rules. The main reason will be the company’s inability to increase...
Posted January 17, 2007
General Mills seeks profit from Disney strategy
Analysis of: New General Mills cereals meet Disney nuritional guidelines | www.AdAge.com
Author: GLG Member Program Contributor
Analysis of: New General Mills cereals meet Disney nuritional guidelines | www.AdAge.com
Author: GLG Member Program Contributor
1. The increasing demand for healthier kids’ foods has driven General Mills to develop new product lines that meet Disney’s nutritional guidelines, while removing failed products from store shelves. This strategy should help General Mills to regain market losses to Kellogg...
Posted January 17, 2007
Expect Margin Squeeze for users of Corn for Food and Ethanol- Likely Negative Earnings Impact
Analysis of: Corn rallies to contract high as USDA cuts crop outlook | custom.marketwatch.com
Author: Brian Stevenson, Principle B. Stevenson Associates
Expect Margin Squeeze for users of Corn for Food and Ethanol- Likely Negative Earnings Impact
Analysis of: Corn rallies to contract high as USDA cuts crop outlook | custom.marketwatch.com
Author: Brian Stevenson, Principle B. Stevenson Associates
Corn Prices now top $4.00 per bushel, Ten year average is $2.10 to $2.30.
Year ago prices were $2.25 to $2.50 per bushel.
Pricing at the Big Box Retailers is hard for CPG companies to get.
The best margins in the Ag Industry are still in Ethanol however even some of those companies will...
Posted January 8, 2007
Monsanto's Indian Troubles Escalate
Analysis of: Monsanto in Trouble for Over Pricing Herbicides | www.businessstandard.com
Author: GLG Member Program Contributor
Analysis of: Monsanto in Trouble for Over Pricing Herbicides | www.businessstandard.com
Author: GLG Member Program Contributor
Monsanto appears to be increasing its regulatory troubles. While the company has already been fighting legal battles (not very effectively) over the pricing of its ...
Posted December 29, 2006
All in the family at Pilgrim's Pride
Analysis of: Proxy statement for PPC | sec.gov
Author: GLG Member Program Contributor
Analysis of: Proxy statement for PPC | sec.gov
Author: GLG Member Program Contributor
Pilgrim's Pride's recent proxy has lots of related party transactions. Even in an industry that is known for lots of interconnected ties, having the chairman also chair the compensation committee is more than a bit unusual.
Posted December 28, 2006
Walgreen Is not Swayed by Competitors' Deals
Analysis of: Walgreen Quarterly Profit Jump | www.reuters.com
Author: GLG Member Program Contributor
Analysis of: Walgreen Quarterly Profit Jump | www.reuters.com
Author: GLG Member Program Contributor
1. The sales increase posted by Walgreen Co. (WAG) is an indication that the largest U.S. drugstore chain is not swayed by Wal-Mart’s (WMT) $4 generic drug program. Walgreen did not match the program. The company banked on consumers’ choosing the convenience of shopping...
Posted December 22, 2006
DSM Innovates to Grow Market Share
Analysis of: DSM introduces animal-free lycopene | www.foodnavigator-usa.com
Author: GLG Member Program Contributor
Analysis of: DSM introduces animal-free lycopene | www.foodnavigator-usa.com
Author: GLG Member Program Contributor
The worldwide demand for nutraceutical ingredients is forecast to grow at 5.8 percent reaching $15.5 billion in 2010. Development of this new lycopene formulation by DSM Nutritional Products to be included in products by makers of nutritional supplements, foods and beverages, will grow revenue...
Posted December 21, 2006
Sale of Novartis Food Unit to Nestle Good for Both
Analysis of: Nestle Buys Novartis Medical Food Unit for $2.5bln | today.reuters.com
Author: GLG Member Program Contributor
Analysis of: Nestle Buys Novartis Medical Food Unit for $2.5bln | today.reuters.com
Author: GLG Member Program Contributor
The sale of its medical nutrition business is expected to generate funds that Novartis can use for reinvestment and possibly acquisitions in the drug or biotechnology industry. As one of the most diversified companies in the pharmaceutical industry (Johnson & Johnson is another), Novartis can thus...
Posted December 18, 2006Burger King's Crown may still need a lot of polish
Analysis of: Burger King to Return to Japan with aid of 2 allies | www.rimag.com
Author: Jim Cheatham, Chairman and Founder LionShare Group
Burger King , six years later now returning to Japan.Back to basics is still King in planning for success. New Leaders seems to be paying attention!
Posted December 15, 2006
Big Brewers in Craft Territory Could Hurt Microbrewers
Analysis of: Craft beers have breweries thinking small | www.pantagraph.com
Author: GLG Member Program Contributor
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of 249Analysis of: Craft beers have breweries thinking small | www.pantagraph.com
Author: GLG Member Program Contributor
The craft beer segment in the U.S. accounted for only 3.4 percent of the beer volume and 5.3 percent of sales in 2005, but 2006 has seen an increase in demand. This growing trend toward more distinct beers will drive expansion of big brewers such as Anheuser-Busch, Miller Brewing Company, and Molson...
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Source Article | Expert Analyses
Retailers Get a Brief Lift on Black Friday as Shoppers Look for Blockbuster Sales
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McDonald's to Raise Burger's Price
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Wine and Liquor Keep Flowing Despite Sour Economy
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Online Retailers Dangle Free Shipping, Discounts
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Report: GM Is Considering Selling SAAB, Pontiac, Saturn Brands
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Restaurant menu pricing plays
December 3, 2008
What Does Black Friday Tell Us This Year?
December 3, 2008
Not so fast...this time the recession may impact high end adult beverages.
December 1, 2008
Is Pontiac Going To Join Oldsmobile In GM's Scrapyard?
December 1, 2008
Zale Disappoints Again, Again, and Again!
November 27, 2008

