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All GLG News Analyses Filed Under: Food & Beverage

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Posted March 31, 2008
Commodity Hedging-The Double Edged Sword
Analysis of: Against the Grain: Food Firms Hedge Costs | online.wsj.com
Author: Rick Shea, President Shea Marketing Consulting Inc.
With ever rising commodity costs food companies that have hedged their key commodity purchases with forward buying have done quite well over the last year.Several key manufacturers have announced that they have hedged their raw materials by forward buying 60-70% of their 2008 needs.Lost in the...
Posted March 20, 2008
Starbucks CEO Says We Are "Returning To Our Roots"
Analysis of: Starbucks CEO Says We Are "Returning To Our Roots" | www.bizjournals.com
Author: GLG Member Program Contributor
With Shultz's return to the top, the direction seems to be straight ahead with returning to their roots. "FREEBIES" never hurt anyone and I like the new ideas of the company. New Espresso machines being added to the stores gives the impression of new confidence for this huge investment. Will more aroma...
Posted March 17, 2008
Kraft, Sara Lee say turnaround efforts are succeeding
Analysis of: Kraft, Sara Lee say turnaround efforts are succeeding | www.chicagotribune.com
Author: GLG Member Program Contributor
Kraft has the opportunity now to fix the price of cheese to the advantage of the organization. The National Cheese Exchange is to be manipulating prices. If Kraft can negotiate with the National Cheese Exchange the move would allow for Kraft to stabilize their cost and add more to the bottomline if...
Posted March 14, 2008
Kraft and Sara Lee turnaround ? Real or wishful thinking ?
Analysis of: Kraft, Sara Lee say turnaround efforts are succeeding | www.chicagotribune.com
Author: Rick Shea, President Shea Marketing Consulting Inc.
Kraft and Sara Lee executives recently spoke at analyst conference concerning their recent improvements to drive sales growth and improve operating margins.Both suggested the progress is real and sustainable.   Kraft highlighted new products and headcount reduction as keys to their progress.New...
Posted March 14, 2008
Leiner Health Products File For Bankruptcy Protection
Analysis of: Leiner Health Products File For Bankruptcy Protection | www.latimes.com
Author: GLG Member Program Contributor
NBTY, Inc and Pharmavite are two of the companies that are benefiting from the demise of Leiner Health Products.  And although wholesale distribution has not slowed, the economic slump is causing lower retail sales, which will lead to lower wholesale growth if it is prolonged. However,...
Posted February 25, 2008
Wholesale Helps NBTY January Sales
Analysis of: Wholesale Helps NBTY January Sales | biz.yahoo.com
Author: GLG Member Program Contributor
The weak economy or "recession" is impacting sales and profits of nutritional supplements and weight loss companies, and will have a greater impact if it continues through the spring months, which are usually heavy sales period for these market sectors.
Kenneth Leonard Posted February 25, 2008
YOU HEARD IT ON GLG FIRST
Analysis of: Tesco's Not Hitting Its Goals | blog.retailtrafficmag.com:80
Author: Kenneth Leonard, Principal Leonard Associates
Only two days after announcing the opening of their 50th store in California, the British invasion of Tesco stores has been found to have very serious problems. After successfully demonstrating a powerful real estate and operations achievement with the opening of so many stores in such a short time...
Jeff Stier Posted February 8, 2008
WHO Declares Global War on Tobacco
Analysis of: World Health Organization Warns of Tobacco Use in Developing Countries | www.washingtonpost.com
Author: Jeff Stier, Associate Director American Council on Science and Health
The World Health Organization isn't going to let Altria's spinoff, Philip Morris International have a free ride in developing countries. With help from philanthropist New York Mayor Michael Bloomberg, the report highlights the scourge of global tobacco use, and efforts to get it under control.
Posted February 4, 2008
Breakfast At Starbucks
Analysis of: Breakfast At Starbucks | www.marketwatch.com
Author: GLG Member Program Contributor
There is more competition in the designer coffee market and easier ways to get a quick breakfast with your coffee.
Kenneth Leonard Posted January 31, 2008
WHAT WAS SUPERVALU THINKING?
Analysis of: Sunflower Market on Clybourn Closing | www.chicagobusiness.com
Author: Kenneth Leonard, Principal Leonard Associates
SuperValue owns some of the finest and most dominant local grocers in the country. They opened their first Sunflower store in January of 2006 and announced they intended to open 50 more over the next five years. These stores were a slightly smaller organic format designed to be competitive...
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