All GLG News Analyses Filed Under: Food & Beverage

GMCR's continued growth is attributed to good management, product mix

July 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Success in Waterbury: Green Mountain Coffee Roasters bucking many trends | www.rutlandherald.com

Green Mountain Coffee Roasters by developing and sustaining a company culture that supports their marketing message, thus creating a strong brand image.

Hybrid Energy Drinks

July 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:‘Energy Shots’ Stimulate Power Drink Sales | www.nytimes.com

People are interested in these "Energy Shots" because they are quick and convenient. What people really need to focus on is "Hybrid Energy Drinks". My input does not focus on the comparison of energy shots to beverages, but rather another competitor in the energy beverage business and how its uniqueness will make it far superior.

Energy Shots: Growing but fFragmenting the Segment

July 13, 2009

Analysis by: GLG Expert Contributor

Analysis of:‘Energy Shots’ Stimulate Power Drink Sales | www.nytimes.com

Much of the profitable growth in beverages over the past decade has been in energy drinks. The economics of the category have been especially rewarding for public stocks (HANS) and for some of the major beverage distribution businesses (PBG, CCE, AB).

Kenneth LeonardPrincipalLeonard Associates

Supervalu May Not Be Such A Super Value

July 9, 2009

Analysis of:Supervalu Says President,COO & EVP to Retire | www.nytimes.com

Until recently Supervalu has been a very good grocery wholesaler. All grocery wholesalers have been struggling to survive the onslaught from Wal Mart Superstores, Target Superstores, Costco, Sam's Club, etc. In a bold move several years ago Supervalu decided to transform itself into a retail grocery chain through a series of expensive acquisitions. It now appears that that strategy is unraveling. 

David MaloniPrincipalARA Trading Inc.

Watching Chicken Production...Closely

July 9, 2009

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

Could chicken production cutbacks lessen this fall?

Pepsico Russian Investment

July 8, 2009

Analysis by: GLG Expert Contributor

Analysis of:PepsiCo, Bottler to Invest $1 Billion in Russia | www.bloomberg.com

Route to market for Pepsico will be an important driver of branded growth in the future. The pre-emiment drinks distributor at this time in the Russian market is Baltic Beverage Holdings (BBH). Pepsico and Carlsberg (BBH owners) work together / have worked together in a number of markets (including some BBH markets) and a collaboration would result in reduced costs and superior revenue outcomes for Pepsico.

Will Coca-Cola Follow This Strategy?

July 7, 2009

Analysis by: GLG Expert Contributor

Analysis of:PepsiCo, Bottler to Invest $1 Billion in Russia | www.bloomberg.com

As a result of yet another bottliong acquistion by PepsiCo/Pepsico Bottling Group will Coca-Cola now start to acquire additional bottling capacity as per PepsiCo.

Fairtrade is the Right Tone for Rwanda

June 29, 2009

Analysis by: GLG Expert Contributor

Analysis of:Starbucks and Fairtrade Partner in Rwanda | www.flex-news-food.com

Fairtrade is becoming one of the driving forces in CSR programs.  Not only is it good publicity, but it has a proven track record.  In today's business climate, Starbucks is smart to commit to a certified and audited third-party verification service.  If other products are available fairtrade would be more attractive. Fairtrade is trending upward in popularity.  Brands like Starbucks need to tread a careful line to ensure that the coffee in the shops is also actually fairtrade certified.

Starbucks vs Nestle is Only a Rumor of War and Shouldn't Be More

June 25, 2009

Analysis by: GLG Expert Contributor

Analysis of:Friends don't let friends overspend on coffee | smartchoice.tasterschoice.com

Nestle has launched an aggressive response to Starbucks' move into instant coffee. Starbucks should not rise to the bait.

David MaloniPrincipalARA Trading Inc.

Changes coming in the dairy markets

June 25, 2009

Analysis of:For Dairy Farmers, the Depression is Here. Is Industrial Agriculture to Blame? | blog.eatwellguide.org

The current breakeven levels for US dairy farmers is estimated to be around $15 class III milk. The current market is roughly $10.

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