All GLG News Analyses Filed Under: Food & Beverage
Posted November 1, 2007
Kellogg's downgraded by Citigroup
Analysis of: Kellogg's downgraded by Citigroup | www.marketwatch.com
Author: GLG Member Program Contributor
Analysis of: Kellogg's downgraded by Citigroup | www.marketwatch.com
Author: GLG Member Program Contributor
Ingredient cost have been rising for several years now in Consumer products. We have seen natural disasters, weather, and government policy( corn/ehtanol) dictate inflationary pressure on cost of goods.
Companies have done all they can to take other costs out of the system before passing...
Posted October 30, 2007
New Coca-Cola Syrup Is Chinese Herbal Flavor
Analysis of: New Coca-Cola Syrup Is Chinese Herbal Flavor | www.forbes.com
Author: GLG Member Program Contributor
Analysis of: New Coca-Cola Syrup Is Chinese Herbal Flavor | www.forbes.com
Author: GLG Member Program Contributor
Hyper-growth in the non-soda soft drink category is forcing beverage companies to innovate in order to capitalize on consumer trends and gain market share. The collaboration between the Chinese and Coca-Cola offers opportunities for Coca-Cola to grow its share of the functional beverage category...
Posted October 29, 2007
Why Consolidation Storm is Brewing in Beer Industry
Analysis of: Why Consolidation Storm is Brewing in Beer Industry | online.wsj.com
Author: GLG Member Program Contributor
Analysis of: Why Consolidation Storm is Brewing in Beer Industry | online.wsj.com
Author: GLG Member Program Contributor
Three points of why this trend will continue and is only a small part of the total, global beverage strategy. 1. The Big Beverage Wars have guerrillas on all fronts.- Much competition by new players in the industry 2. If you can’t beat them join them.- Mergers, Investments, Acquisitions of new companies...
Posted October 25, 2007
Why Consolidation Storm is Brewing in Beer Industry
Analysis of: Why Consolidation Storm is Brewing in Beer Industry | online.wsj.com
Author: GLG Member Program Contributor
Analysis of: Why Consolidation Storm is Brewing in Beer Industry | online.wsj.com
Author: GLG Member Program Contributor
First of all beer giants such as Bud, Coors and Miller Light are beginning to seriously feel the effects of the smaller brewers. They are impacting the sales growth of the major brands, therebye impacting profits. Secondly the consolidations will affect quality much like Chryslers aquisition of...
Posted October 25, 2007
Kellogg's downgraded by Citigroup
Analysis of: Kellogg's downgraded by Citigroup | www.marketwatch.com
Author: GLG Member Program Contributor
Analysis of: Kellogg's downgraded by Citigroup | www.marketwatch.com
Author: GLG Member Program Contributor
The growth of the Asian middle class's demand for healthier foods, droughts in many major wheat and corn producing countries and the growing of grain for ethanol production is putting enormous strains on food manufacturers.
Posted October 24, 2007
Can food companies survive the large increases in commodity costs ?
Analysis of: Kellogg's downgraded by Citigroup | www.marketwatch.com
Author: Rick Shea, President Shea Marketing Consulting Inc.
Can food companies survive the large increases in commodity costs ?
Analysis of: Kellogg's downgraded by Citigroup | www.marketwatch.com
Author: Rick Shea, President Shea Marketing Consulting Inc.
Commodity cost increases (wheat,corn,oil,sugar) are causing havoc with food and CPG companies bottom lines.The significant upward pressures of wheat (+100% latest 12 months) specifically impact all cereal,baking, pasta and many other food companies profits. The key questions surrounding these increases...
Posted October 23, 2007
Why Consolidation Storm is Brewing in Beer Industry
Analysis of: Why Consolidation Storm is Brewing in Beer Industry | online.wsj.com
Author: GLG Member Program Contributor
Analysis of: Why Consolidation Storm is Brewing in Beer Industry | online.wsj.com
Author: GLG Member Program Contributor
- Increasing global brands development - Great opportunity to transfer best practices in sales, marketing, distribution and procurement from one market to another - Increasing pressure on suppliers, specially on a) suppliers with global operations, and 2) suppliers of transferable good (i.e. raw...
Posted October 22, 2007
Why Consolidation Storm is Brewing in Beer Industry
Analysis of: Why Consolidation Storm is Brewing in Beer Industry | online.wsj.com
Author: GLG Member Program Contributor
Analysis of: Why Consolidation Storm is Brewing in Beer Industry | online.wsj.com
Author: GLG Member Program Contributor
Over the past couple of years, global consolidation has been increasing among the beer brewers. Think MIller and South African Brewing Co. Think the purchase of Rolling Rock by Anheuser-Busch. This trend has continued pace and even the top 4 brewers are signing joint ventures with...
Posted October 19, 2007
USANA Health Sciences Announces Third Quarter 2007 Financial Results
Analysis of: USANA Health Sciences Announces Third Quarter 2007 Financial Results | biz.yahoo.com
Author: GLG Member Program Contributor
Analysis of: USANA Health Sciences Announces Third Quarter 2007 Financial Results | biz.yahoo.com
Author: GLG Member Program Contributor
USANA Health Sciences may have reached the zenith in February when its shares climbed to $61.80. The 41.2 percent decline in its stock since March and third quarter performance may be the new reality for the network marketing vitamin and personal care product maker. Here’s...
Posted October 19, 2007
NBTY 4Q Sales Miss Expectations
Analysis of: NBTY 4Q Sales Miss Expectations | biz.yahoo.com
Author: GLG Member Program Contributor
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of 217Analysis of: NBTY 4Q Sales Miss Expectations | biz.yahoo.com
Author: GLG Member Program Contributor
NBTY will continue to lose sales in direct response because more consumers are shopping online. But to capitalize on the shift, the vitamin maker must develop an Internet strategy and invest in upgrading its e-commerce stores.
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