All GLG News Analyses Filed Under: Food & Beverage
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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Operational Excellance is the Next Best Step for the Foodservice Industry
June 24, 2009
Veggie Tales: Think Food Distribution is a Low-Tech Enterprise? | money.cnn.com
Given the industry issues and challenging margins, Operational Excellence (Continuous Improvement) is an appropriate next step for the food service distribution industry.
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Improved Supply Chain Efficiency A Must For North American Retailers
June 24, 2009
Starbucks Pushing Landlords for 25% Cut in Cafe Rents | www.bloomberg.com
Industry leading retailers are seeking cost reduction opportunities line item by line item. Fixed costs such as rents are only one potential cost reduction initiative.
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Be Wary of Big Food Companies Trying to Impress The Street with Acqusitions
June 22, 2009
Sara Lee May Mull Acquisitions to Drive Food Growth | www.bloomberg.com
Sara Lee says they want to buy some new businesses at the same time they are cutting $250MM from costs. Their main complaints are about their stock price.
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ACQUISITIONS STRATEGY WILL BE A GOOD MOVE FOR SARA LEE
June 22, 2009
Sara Lee May Mull Acquisitions to Drive Food Growth | www.bloomberg.com
Acquisition is one the strategies which companies undertake to consolidate their positions in the Business
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David MaloniPrincipalARA Trading Inc.
June 19, 2009
Tyson's Losses on Chicken are Pilgrim's Pride's Losses Too | industry.bnet.com
Will record chicken wing prices help boost chicken breast prices and producer margins?
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Foodservice Distributors Strive to Keep Restaurant Customers Viable
June 19, 2009
Sysco's Hands-On Way of Keeping Restaurants Going | www.businessweek.com
In light of the challenging economic environment, foodservice distributors find themselves competing for what is becoming a shrinking base of higher margin sales with independent restaurant customers, who are struggling to compete with the vast scale, procurement clout, and national advertising resources of larger restaurant chain competitors. To keep this profitable segment of customers viable, distributors are increasingly focused on delivering value-added services to support independent restaurant profitability and long term customer loyalty.
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Squeeze Costs n Increase Deliverables in Foodservice
June 17, 2009
Veggie Tales: Think Food Distribution is a Low-Tech Enterprise? | money.cnn.com
McDonalds is one of the finest Foodservice companies our consulting firm services M/s SRIMEERA ASSOCIATES INC., have ever experienced in the last almost a decade plus. Why is this 'chain' different from many others who are equally capable? why is that even in this situation of cascading and skyrocketing price regime, global recession on the economy and a virtual squeeze on 'operating-cash-flows' (meaning the flow of funds and buying power with customers are virtually grilled if not squeezed), that certain leading Food Service Companies flourish and grow? The answers could be many but in our view, the following top three reasons brings this 'charm' to these 'entities' a. the processes being very strong to combat these economic upheavels b. pricing is one of constant strategies besides leveraging the product preparations and c. distribution logistics coupled with supply chain management (six-sigma applied to the dot) Well. Each of such entities can flourish with same laudable ideas.
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Operational Efficiency Key to Survival in Foodservice Distribution
June 16, 2009
Veggie Tales: Think Food Distribution is a Low-Tech Enterprise? | money.cnn.com
While overall restaurant sales and related foodservice industry product case movement remain under considerable pressure, foodservice distributors that continue to leverage new technology to drive operational efficiencies to reduce warehouse costs, minimize fleet miles, and improve inventory management systems, are better positioned to survive the challenges to profitability in the current economic environment.
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David MaloniPrincipalARA Trading Inc.
Possible Changes in Pork Production
June 12, 2009
Lower crop supplies could mean higher food prices | www.washingtonpost.com
Elevated feed costs could lead to a reduction in the hog herd.
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David MaloniPrincipalARA Trading Inc.
June 5, 2009
Agricultural, Livestock Futures Mostly Drop | www.washingtonpost.com
Despite the 4% decline so far in overall beef production, our models suggest that prime and choice beef output are somewhere around 3% higher than a year ago.
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