All GLG News Analyses Filed Under: Food & Beverage

Increasing commodity costs are having a negative impact to the growth of organic and natural foods.As commodities increase consumers are being more selective and price sensitive in their grocery shopping.This trend does not bode well for retailers like Whole Foods (WFMI) and the manufacturers that...

Nearly very time you read an article about Starbucks, the media is always adding their nonfactual view on the overall health of the coffee giant. Just because competition comes to town, doesn't always mean they can survive the coffee giant's brand name. Closing down every coffee house to retrain every...

Starbucks has grown too fast, and in too many smaller markets. Evidence is reflected in an interstate location located nearby where they stopped building the site. This is a small town. Another example is in another small town nearby off the interstate, where there exists a free standing Starbucks....

Food firms are continuing to do business in the old model, and have yet to lock in to the changes that will affect agriculture for the next 20 years. Certainly hedging against price increases is a valid strategy which won't change.  However it isn't the only or even the most important strategy...

The QSR approach to building volume has failed.  Location saturation may not be complete, but diminishing returns on new locations should be anticipated.  Brand equity has been lost, and competitive positioning blurred.  The efforts taken seem to address all of these negatives, yet fail...

In addittion to all press about corn and wheat prices which affect Kraft and SaraLee they are now exposed to sugar as well.    The explosion at Savannah which will keep that refinery off line for at least a year (and maybe forever) destroyed almost 10% of the U.S. refining capacity. ...

Share price slides happened when Starbucks customers slowed and declined for the first time prompting shareholders to sell. Macro cost trends for Starbucks materials are not supporting their current strategy. The strategy needs to focus more on where the high end is going in retail which is to environmentally...

What is the objective of offering Starbucks new Pikes Place roast? Will the acquisition of Clover give SBUX a unique offering?

Tesco has clearly made mistakes in it's first foray into the U.S. market.  The basic concept has merits.  The retail world is simply expecting miracles or hoping for failure too quickly.

A three month planned delay? Come on guys, we may have been your colonies and were conditioned to believe what the "Mother Country" tells us is true, but we are not stupid! Not only did Tesco launch one of the most irresponsible invasion plans that this writer has seen in 40 years of observing the retail...