All GLG News Analyses Filed Under: Food & Beverage

Pepsi International Expansion May Drive Local Innovation

August 13, 2009

Analysis by:GLG Expert Contributor

Analysis of:  PepsiCo Agrees to Acquire Amacoco, Brazil's Largest Coconut Water Company | www.flex-news-food.com

Pepsi have purchased a successful Coconut Water brand in Brazil, but will probably have interest in launching it in the USA as the category grows in the USA. Coca Cola and Dr Pepper Snapple will now have to closely look at the US players to see if this is an incubation opportunity they would want...

James AliucciPresidentThe Global Group

Our Growing Water Crisis, Follow Kraft Foods Lead

August 11, 2009

Analysis of:  Kraft Foods Reduces Global Plant Water Use by More than 20% in Less than Three Years | www.flex-news-food.com

Kraft Foods has reduced their water use, internationally, by 21% over the past 3 years, they need to be commended and industry should take their lead and use it as an example to follow. The water crisis real and will be a critical issue that needs to be addressed now. As I wrote in March,"A...

Apple prices will come under much greater pressure than presently expected

August 11, 2009

Analysis by:GLG Expert Contributor

Analysis of:  FruitNet | www.fruitnet.com

Apple market of the EU is likely to suffer in 2009/10 from decreasing consumption, growing production in the non-EU East European Countries and higher imports due to strong Euro against other currences. This may cause some of the least efficient EU farmers exit apple production, which is a very costly...

Roger DavidsonRetail Food & Drug ConsultantSelf Employed

John Being a Leader!

August 7, 2009

Analysis of:  Whole Foods boss says he sells a 'bunch of junk' | www.retail-week.com

Six months ago most industry experts and analysts were writing an obituary for Whole Foods. Stock dropped to $7/share and no one had anything good to say about them. Fortunately John Mackey and his team made the adjustments needed to react to the downturn in the economy without damaging their brand...

Brewer Profitability enhanced by Beer Brand pricing decisions in 2008 / 9

August 6, 2009

Analysis by:GLG Expert Contributor

Analysis of:  SABMiller and Molson Coors Report Higher MillerCoors Second Quarter Earnings | www.flex-news-food.com

All international brewers aspire to be brand and premium focused because strong brands lead to superior profits. All international brewers have embarked on cost reduction programmes in response to the tough economic conditions. What will differentiate the strong performer in brewing from the pack will...

Martin JonesPresidentArtisan Source, LLC.

Wine and Beer in Starbucks; a Question of Relevance

August 5, 2009

Analysis of:  Starbucks experiments with wine, beer | www.denverpost.com

Starbucks' interest in diversifying its offerings with wine and beer clearly targets new occasion opportunities. However, moving into the liquor channel introduces new challenges in logistics, brand relevance and cost management, that may present their own problems.

Steve BigariChief Executive Officer I3 Marketing

Starbucks Lean Alone Will Not Beat McDonald's

August 5, 2009

Analysis of:  Starbucks Works on Leaner Strategies | online.wsj.com

Starbucks recent attempts will not be enough to stem the market share inroads made recently by McDonald's. The Combined Beverage plan of McDonald's is a comprehensive program built on a solid foundation that is both strategically and tactically solid. Concurrently, Starbucks jumps from sandwiches...

James AliucciPresidentThe Global Group

The Continued Confusion of Organic Food Production

August 5, 2009

Analysis of:  Organic Food Not Healthier, Study Finds | www.flex-news-food.com

The interpretation of the British Government's Food Standards Agency report, that was published in the American Journal of Clinical Nutrition, is another misguided attempt to discredit organically raised food products, knowingly or not. As the NOP continues to become a tool of large food producersand...

Mars and Nestle Interest in Gu is Justified

August 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Mars, Nestle Interested in Chocolate Maker Gu | www.flex-news-food.com

Gu is a definite must have for Mars or Nestle if they want to stay ahead of the game in the UK confections market.

David MaloniPrincipalARA Trading Inc.

Chicken industry may be on the mend but is suffering as of late

July 31, 2009

Analysis of:  U.S. chicken industry on the mend | www.marketwatch.com

Our models suggest that July chicken price declines have outpaced the depreciation in the feed markets to the point where spot profitability has waned.  

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