Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Pork Producers Need to React to Declining Profitability
July 31, 2009
Lower crop supplies could mean higher food prices | www.washingtonpost.com
There have been recent announcements of some sow herd reductions, but more will almost certainly have to be done.
Russia - An attractive market for drinks
July 30, 2009
PepsiCo, Bottler to Invest $1 Billion in Russia | www.bloomberg.com
Russia is an attractive business case for drink companies due to the important growth of the retail and vending channels.
Fast food yes - But quality fast food
July 29, 2009
Fast Food Fading? | www.forbes.com
Fast food carries a stigma: unhealthy. Today it is not the case!
Starbucks - new concept for beer and wine - a major hit or a major failure!
July 29, 2009
Starbucks experiments with wine, beer | www.denverpost.com
Starbucks made its name with fashionable coffee stores that spread across various countries and high speed, changing habits, adding convenience and a relaxed and informal atmosphere. It was also Starbucks that developed like no other the concept of "coffee on the go".
Alice.com Faces a Difficult Delivery Route
July 28, 2009
Household Staples the Domain of Alice.com | www.chicagotribune.com
The launch of Alice.com begs the question: Is this the business model that allows CPG companies to sell paper towels and toothpaste on the Web or is it just a second failed attempt at an internet grocery store? The first attempts during the internet bubble of the 1990's saw companies like Webvan sucked up cash and sell nothing other than stock. If Alice.com has it right, this will be the first time it has worked for everyone involved: the producer, the distribution channel, and the consumer.
Control Measures Are Needed To Ease Concerns Over Cocoa's Black Pod Disease
July 28, 2009
Ivory Coast Cocoa Rains Ease, Concern Remains | www.flex-news-food.com
Recent concerns over the rains in the Ivory Coast are valid, as these rains basically contribute to the spread of the Black Pod disease, to which there is no known cure as of today. Hopefully, advances in research will be helpful enough in eradicating this disease once and for all.
The Fast Food Industry Will Continue to Shine
July 28, 2009
Fast Food Fading? | www.forbes.com
The decline in value of McDonald's shares is basically a knee jerk reaction by investors in light of the recession that is hitting all industries like a wave. McDonald's will still continue to grow in sales and profits due to three key factors: superior operations management, increased brand equity, and increased customer intimacy. These are three factors that will not be easy to erode over time.
Starbucks Not Out Of The Woods Yet
July 22, 2009
Starbucks Climbs as Profit Beats Estimates on Cost Reductions | www.bloomberg.com
While the word that Starbucks beat third quarter profit expectations was greeted joyfully by many, there are still indications that tough sledding may continue for sometime. As Howard Schultz has said,"No company can save themselves to prosperity." The continued decline in revenue, same store sales and number of transactions could indicate that recession-weary consumers are visiting less often or seeking lower priced alternatives.
Private Labels Are Brands To Someone
July 21, 2009
Private Label Programs Take Off | www.brandweek.com
Consumers buy private label products for a variety of reasons. They do it to save money and may have switched from a name brand product. In many cases they buy private label goods unaware that they are private label. For many consumers in many categories the store brand is their preferred brand. The private label designation is often more of a preoccupation for manufacturers and retailers than it is of the consumer.
July 18, 2009
Starbucks experiments with wine, beer | www.denverpost.com
i think this could be a good change for starbucks, specially if they adapt this new strategy to what customers wants.
October 5, 2009
Why Kraft is Making the Wrong Acquisition
September 17, 2009
It's Possible Berkshire Hathaway Could Help Kraft Acquire Cadbury
September 10, 2009
September 6, 2009
Sysco Results Reflect Challenging Conditions in Foodservice
August 25, 2009