All GLG News Analyses Filed Under: Food & Beverage

Wine sales in India down 20%, but LT prospects remain good

June 3, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Wine in India | www.gryphonrands.com

* Sales of wines in India are estimated to have reduced by 20% to 800,000 cases YE Mar-09 du to reduced offtake following global recession and higher taxes after 10 years of 15% growth pa * This is a temporary phenomenon as per capita wine consumption is a miniscule 9 ml, and volumes are forecast to...

Starbucks asking for Rent Reductions Good First Move

June 1, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Starbucks Pushing Landlords for 25% Cut in Cafe Rents | www.bloomberg.com

1) Cost reductions pay off every month over term of lease 2) Opportunistic or readying for Market Share battle? 3) Cost Reduction good Defence, what about adjusting to competition.

Negotiating Rent Cuts with Starbucks Could Make or Break a Property

June 1, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Starbucks Pushing Landlords for 25% Cut in Cafe Rents | www.bloomberg.com

If you are the owner of a small or medium strip mall the presence of Starbucks and the traffic it generates may be critical for your success.

Costco is Rock Solid for the Long Run

May 28, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Costco Net Falls on Litigation, ‘Higher-Ticket’ Sales Decline | www.bloomberg.com

1) Costco's results impacted by Litigation settlement 2) Fuel Price declines drove revenue Dip 3) Still a Great Retailer

David MaloniPrincipalARA Trading Inc.

Margin for error with the grain crops is shrinking

May 28, 2009

Analysis of:  Coping with feed price volatility | www.feedmanagement-digital.com

Corn and soybean stocks are projected to be relatively tight with the upcoming crop year (2009/10- for corn and soybean crops that are being planted now). And the major problem that buyers face when the trade is anticipating tight stocks is that the margin for error is small.

David MaloniPrincipalARA Trading Inc.

Historic Chicken Production Slowdown

May 22, 2009

Analysis of:  Chicken plant's prospective owner intends to restore all 1,300 jobs | www.shreveporttimes.com

Chicken production in 2009 is expected to decline by the most since at least 1961 despite the purchase of the Pilgrims Pride Plant by Foster Farms.

Is Billabong in a "strength" position?

May 18, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Billabong to Sell New Stock, Cuts Earnings Forecast | www.bloomberg.com

Transforming debt to equity based financing is certainly a sound financial move in today's economy.  While interest rates remain low, the drain on EPS of any unnecessary debt is highly discouraged.  Leveraged balance sheets are risky balance sheets for any company dependent on a consumerspending...

Marketing Breakfast Cereals in a Down Economy

May 14, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Cheerios' Health Claims Break Rules, FDA Says | online.wsj.com

General Mills has apparently knowingly violated FDA labeling regulations.  Why would this well respected company subject one of America's favorite breakfast cereals to seizure by US Marshals?

Gary DrimmerPresidentDrimmer & Associates International

American Families Return to Eating At Home

May 13, 2009

Analysis of:  General Mills sees eat-at-home trend sticking | www.reuters.com

The economy is forcing many families to revert to eating at home as well as to cut back on prepared dinners. This is a clear benefit for major food companies and super market chains. The big question is will this turn in to a long term trend or is it just a recession cutback. 

In Addition To The Economic Downturn Cadbury Has To Compete With A Mightier Mars!

May 13, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Cadbury comes unstuck | www.ft.com

Cadbury might be feeling the impact of the global economic downturn especially in its larger price-sensitive regions such as Latin America and Asia. For some consumers, chewing gums are perceived to be less of a personal leisure "reward" than chocolates and therefore are easier to rationalize in harder...

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