All GLG News Analyses Filed Under: Food & Beverage

Pantry, a fast-growing chain of convenience stores, has been dealing with accounting issues since July 2005. The company disclosed yesterday that it was now the subject of a formal investigation from the SEC related to those accounting issues, which are focused on sale-leaseback accounting.

1.Whole Foods Market is prepared to deal with the challenges - increased competition, pre-opening and relocation costs - that contribute to the lower earnings forecast for the next three years. Whole Foods Market will not lose its dominance in the natural and organic foods retail sector with sales growth...

-    Whole Foods Market announced that sales growth in 2007 would be weaker than the past three years of double-digit growth, causing its stock to plummet to a 52-week low of $46.20.  The company also reported its fourth quarter revenues, which were lower than Wall Street analysts...

1.             It has been three years since Apollo Management, a private investment group, purchased GNC Corp. from Royal Numico for $750 million, and now the vitamin retailer may be up for sale again.  Apollo Management has a reputation...

The China dairy market is really flying now: 20% annual growth. Local companies currently have the lead due to their stronger implementation skills in this tricky market, both in production and distribution. But now they are reaching a plateau in terms of management skills, finances, and branding....

Sale of goods designed for the 35.8 million children aged three to eleven who make up the market for kids’ foods and beverages in the United States exceeded $15.1 billion in 2006, representing growth of 8.5 percent over 2005. Total growth for the segment from 2001 to 2006 was almost 39 percent with...

Whole Foods Market operates 187 stores posting sales of $4.7 billion last year while Wild Oats operates 114 stores with sales of $1 billion last year. When Wild Oats emerges from under its current management problems, it could challenge Whole Foods, but it will not overtake the leader. The resignation...

High Fructose Corn Syrup Prices go higher as its input Corn competes with Ethanol Production The demand for Corn by Ethanol producers has shifted the Demand Curve out for Carbohydrate commodities like Corn Corn planted Acres are at risk for next year as Wheat prices encourage farmers to plant wheat...

1.  Wild Oats has lacked the forward thinking of its main competitor Whole Foods in developing its retail business focused on offering natural and organic foods.2.  While it is encouraging that Mr. Odak has been let go there are a number of key strategic issues that must be addressed for them...

Ag Commodity Prices are volatile to the up side The Demand curve for Ag Commodities is shifting on account of the production of Biofuels Pricing at the retail level is difficult to get Pricing many times comes with lower unit volume Margins get squeezed at the Manufacturing Level Even fine Brand...