All GLG News Analyses Filed Under: Food & Beverage
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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David MaloniPrincipalARA Trading Inc.
Ethanol and Corn Dancing Again
September 3, 2009
Big U.S. soy, corn crops may deflate price boom | www.khaleejtimes.com
In short, ethanol and corn are not only once again dancing, they’re boogying.
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David MaloniPrincipalARA Trading Inc.
August 28, 2009
Missouri dairy industry aided by USDA price supports | www.columbiamissourian.com
It’s been a long time since we have experienced a decline in milk output. How long? How about sixty months or five years! It’s been a great run for milk production but the trend is almost certainly coming to an end.
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Sysco Results Reflect Challenging Conditions in Foodservice
August 25, 2009
Sysco Reports Fourth Quarter Diluted EPS of $0.53; Fiscal Year 2009 Diluted EPS of $1.77 | syy.client.shareholder.com
Foodservice distributor Sysco’s (NYSE: SYY) fourth quarter earnings results for its fiscal 2009 reflect the current challenging environment in the foodservice industry, as distributors battle negative bad debt trends and lower case volumes, forcing companies to focus intensively on improved productivity and strict control of operating expenses.
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The sensational headline masks a very real set of challenges and opportunities.
August 23, 2009
Foster’s Turns to Tempranillo as Climate Change Bakes Vineyards | www.bloomberg.com
The argument over climate change is not merely political or academic. The effects are real, measurable, and indisputable - just ask any agribusiness. Climate change is presenting significant challenges to the wine industry and major players must take action now to preserve their competitiveness over the coming decades.
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Lack of deals with supermarket chains leads to Heinz's profit fall.
August 22, 2009
Heinz Profit Falls Less Than Analysts Estimated | www.bloomberg.com
Having over 10 experience in the grocery industry, I think i can accuratly pinpoint Heinz's fall in profit.
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August 22, 2009
As Indian Sugar Production Falls, World Prices Surge | www.sugarinds.blogspot.com
Govt Inteference in sugar sale and SMP, Pricing for cogen, Ethanol Blending all culmintaed to this.
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James AliucciPresidentThe Global Group
Arctic Fisheries; Leading a Sustainability Effort is The USA, How Unique is That
August 21, 2009
U.S. approves Arctic fisheries plan | www.seafoodsource.com
The USA's Secretary of Commerce, Gary Locke has approved the plan "that would prohibit an expansion of commercial fishing in the Arctic. Imagine any government taking this action prior to the fisheries being on the threshold of collapse. The plan is to put in place a sustainable program with controls to insure the health of the fisheries. The bell has sounded on our world's fisheries, and Commerce Secretary Locke has heard it.
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Coca Cola Fountain Dispenser - a profitable vending step?
August 19, 2009
Coca Cola releases new RFID fountain dispenser | www.rfidnews.org
Knowing well the vending industry as well as the main equipment offered in vending by Coca Cola and other main bottlers, that is based around stack vendors (technology with 40 years and limited selections and flexibility) and the new front glass robotic arm dispensers, this new concept sounds indeed an excellent value proposition.
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Starbucks faces Nestle reaction when moving into instant coffee?thermain
August 16, 2009
Friends don't let friends overspend on coffee | smartchoice.tasterschoice.com
For the sake of the truth - since when these two companies share the same market place? Will they do so in Instant coffee retailing? NO!
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August 16, 2009
Fast Food Fading? | www.forbes.com
Fast food is been scrutinized and health concerns grow. Across various countries in the world we have the problem of diabetes growing, over weight across the entire population age, etc. However fast food is not always low quality and life style and work habits today make fast food a necessity.
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