All GLG News Analyses Filed Under: Food & Beverage
Posted December 5, 2007
Organic and Natural Foods Go Mainstream
Analysis of: Hot Cereal , Hey It's All Natural | www.nytimes.com
Author: Rick Shea, President Shea Marketing Consulting Inc.
Organic and Natural Foods Go Mainstream
Analysis of: Hot Cereal , Hey It's All Natural | www.nytimes.com
Author: Rick Shea, President Shea Marketing Consulting Inc.
Large consumer packaged goods companies are finally waking up and embracing the volume opportunity in Organic and Natural Foods.For years ,most of the top selling products at Whole Foods and other Natural stores were made by small manufacturers.Large CPG companies were not quick to offer products because...
Posted December 5, 2007Entire Tobacco Industry Must Take Notice At Three Judge Panel Ruling In MInnesota
Analysis of: Minnesota Court Reinstates Reynolds "Lights" Case | www.reuters.com
Author: Jeff Stier, Associate Director American Council on Science and Health
This should keep defense lawyers busy not only for defendant, R.J. Reynolds Tobacco Co., but Altria, (Philip Morris) and Brown & Williamson - as it opens the door to similar cases against them, pending in Minnesota. The case will be watched, and may even have (limited) impact, on similar cases in...
Posted November 28, 2007
Topps Meat files for bankruptcy after huge beef recall
Analysis of: Topps Meat files for bankruptcy after huge beef recall | www.processingmagazine.com
Author: GLG Member Program Contributor
Analysis of: Topps Meat files for bankruptcy after huge beef recall | www.processingmagazine.com
Author: GLG Member Program Contributor
E. Coli is a hazard to humans and can cause illness and death.
Once processing equipment is contaminated proper cleaning of the
equipment can be hard.
Posted November 20, 2007
Herbalife Issues Statement in Response to Minkow "Evidence"
Analysis of: Herbalife Issues Statement in Response to Minkow "Evidence" | biz.yahoo.com
Author: GLG Member Program Contributor
Analysis of: Herbalife Issues Statement in Response to Minkow "Evidence" | biz.yahoo.com
Author: GLG Member Program Contributor
Minkow has set his sights on Herbalife’s China market, but Herbalife’s strong internal and accounting controls would expose any violation of its approved business model and operating plan.
Posted November 16, 2007Will Tesco's New Fresh & Easy Concept Change US Grocery Retailing?
Analysis of: LA Landing Puts Tesco in on the Map | www.retailingtoday.com
Author: Nicholas White, President White & Co
Fresh & Easy's inventory mix reads more like a restaurant menu than a grocery store list of ingredients. That key difference my change grocery retailing in America. Here's why.
Posted November 16, 2007
Hansen Needs Help
Analysis of: Hansen Needs Help | www.fool.com
Author: GLG Member Program Contributor
Analysis of: Hansen Needs Help | www.fool.com
Author: GLG Member Program Contributor
With its legal problems and the SEC investigation behind it, Hansen Corporation, the maker of Java Monster, Monster Energy drinks, fruit juice smoothies, iced tea and sparkling lemonade can re-focus on delivering phenomenal growth and executing on its new product pipeline.
Posted November 8, 2007
Who Will Buy Wonder Bread ?
Analysis of: Twinkies Baker Opens Door To Bids | www.reuters.com
Author: Rick Shea, President Shea Marketing Consulting Inc.
Who Will Buy Wonder Bread ?
Analysis of: Twinkies Baker Opens Door To Bids | www.reuters.com
Author: Rick Shea, President Shea Marketing Consulting Inc.
The recent article on Interstate Bakeries bankruptcy hearings now officially puts the company in play.IBC struggling from high plant and route costs and the unprecedented rise in flour costs has been attempting to emerge from bankruptcy.IBC Management has stated that their proposal values the company...
Posted November 5, 2007
Ralcorp to Purchase Post cereals ?
Analysis of: Kraft Near Deal to Sell Post to Ralcorp | biz.yahoo.com
Author: Rick Shea, President Shea Marketing Consulting Inc.
Ralcorp to Purchase Post cereals ?
Analysis of: Kraft Near Deal to Sell Post to Ralcorp | biz.yahoo.com
Author: Rick Shea, President Shea Marketing Consulting Inc.
Ralcorp's potential pucrhase of Post cereals for $2.8 billion dollars will shake up the cereal category and provide another stronger competitor to General Mills and Kellogg's.The winner will be Ralcorp if they can successfully integrate Post and leverage their brands to strengthen their private label...
Posted November 2, 2007
Minkow Accuses USANA of Illegal Sales in China
Analysis of: Minkow Accuses USANA of Illegal Sales in China | www.nypost.com
Author: GLG Member Program Contributor
Analysis of: Minkow Accuses USANA of Illegal Sales in China | www.nypost.com
Author: GLG Member Program Contributor
USANA’s business model and internal controls are so weak that the company may not be able to monitor or prevent the illegal sale of its products or business opportunity in China.
Posted November 2, 2007
Are All Food Companies Hostage to Commodity Prices in 2008 ?
Analysis of: Kellogg's 3Q profit up,warns on 2008 | biz.yahoo.com
Author: Rick Shea, President Shea Marketing Consulting Inc.
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of 217Are All Food Companies Hostage to Commodity Prices in 2008 ?
Analysis of: Kellogg's 3Q profit up,warns on 2008 | biz.yahoo.com
Author: Rick Shea, President Shea Marketing Consulting Inc.
Wheat prices are up 100% in 12 month's. Dairy prices continue to climb, increasing the costs of most food manufacturers.Is this a temporary phenomenon or is food inflation here to stay ? Both Kellogg's and Kraft have provided disappointing guidance in the last few weeks blaming wheat and dairy...
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