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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Gary DrimmerPresidentDrimmer & Associates International
Sugar- Cosan A Big Winner: Who Else Wins and Who Loses?
August 16, 2009
Cosan sees sugar price firm for another crop | www.reuters.com
Cosan the largest sugar producer in Brazil is reporting record profits thanks to the jump in global sugar prices. Prices could remain near or above the current 28 year high into next year, helping sugar producers with good production as well as producers of HFCS, while hurting candy, beverage and food processors.
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PEPSI - growth by iacquisition
August 16, 2009
Pepsi to Get 20% Stake in Japan's Biggest Snack Company | online.wsj.com
The past 2 years have been quite active for PEPSI in terms of acquisitions. The company is certainly placing itself as worldwide leader in food and beverages
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August 15, 2009
Starbucks to close 500 more shops | news.bbc.co.uk
Starbucks coffee is likely to be too expensive for what it is. At least for Southern Europeans and South Americans.
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Starbucks - Instant coffee can be a real challenge
August 15, 2009
Starbucks has high hopes for its instant coffee | www.marketwatch.com
Coffee is all about culture, lifestyle and taste. It all depends on these factors to have a successful coffee business.
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Cards payment in vending machines are not just debit/credit cards
August 15, 2009
Networks Begin to Make a Case for Cards at Vending Machines | www.digitaltransactions.net
Payment cards used in vending machines are not just credit or debit cards. Today we can use debit cards, credit cards, customer cards and even corporate cards to get a product from a vending machine and in Japan you can even pay using your mobile phone.
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Cards payment in vending machines are a consumer friendly possibility
August 15, 2009
Networks Begin to Make a Case for Cards at Vending Machines | www.digitaltransactions.net
Vending has the capability to adapt and offer always new possibilities either in products offered or in other areas such as payment means.
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Is all recycling acceptable?ise
August 15, 2009
Tesco defends waste-meat policy | www.retail-week.com
Environmental concerns gain a lot of importance in Europe and across any industry. It is the right path from my point of view but doe we all really understand what is to recycle?
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PEPSI diversifies and introduces a healthy range
August 14, 2009
PepsiCo Agrees to Acquire Amacoco, Brazil's Largest Coconut Water Company | www.flex-news-food.com
PEPSI is moving quite fast and aggressively in key emerging economies that are also key markets in the near future.
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AB InBev Cost Savings are Starting to Dry Up
August 14, 2009
AB InBev Signals Profitability Gains Will Slow as Sales Shrink | www.bloomberg.com
InBev's costly acquisition of Anheuser Busch had to be offset with as many cost cutting measures as possible without negatively effecting sales. They have already reduced advertising expenditures, reduced the workforce, and eliminated duplication of processes. It remains to be seen how much more cost cutting can be done in light of declining sales in many import and domestic brands.
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James AliucciPresidentThe Global Group
USDA Organic Program; Fact or Fiction, NOP Certifications and Growing Concerns
August 14, 2009
Do You Still Trust USDA Organic | www.thedailygreen.com
The Washington Post's story on August 4th, as pointed out in the referenced article, about the National Organic Program (NOP) inconsistencies is troubling to an industry that has fought long and hard to achieve understanding and acceptance buy the consumers. This appears to be threatened by the very agency that was put in place to protect the label and monitor the USA's organically certified products.
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