All GLG News Analyses Filed Under: Food & Beverage

Supply Chain Optimization Key to Future Foodservice Industry Profits

November 18, 2009

Analysis by: GLG Expert Contributor

Analysis of:Restaurateurs Optimistic, but Mantra Remains “Operate with Caution” | www.businesswire.com

New economic realities in the foodservice industry are forcing greater attention on improvements in supply chain efficiencies between trading partners, driven by an emerging group of redistribution, logistics, technology, and transportation specialists that leverage supply chain information, optimize freight movement, and improve product visibility to drive cost savings for restaurant, distributor, and manufacturer partners in the system.

Talk Soup; Campbell's Meals

November 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:Campbell Soup's New Retail Initiative Presents Options for 'Meal Preparers' | www.cpgmatters.com

Campbell Soup's has a new retail initiative to use the internet and periphery of the grocery store to answer the consumer question "what shall I make for dinner?"  Are they on trend? Are they going about it the right way?

Martin JonesPresidentArtisan Source, LLC.

Family Pride Runs Deep.

November 11, 2009

Analysis of:The Cognac Queen | www.telegraph.co.uk

At the end of the day, family controlled companies are driven by the same needs as any other business; value growth. The difference is that the family governed businesses are often more focussed on sustainable value growth, rather than one time blips in market valuation or a balance sheet.

Holding On to the Reigns

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:The Cognac Queen | www.telegraph.co.uk

Founding families will IPO or sell to a strategic buyer in order to grow the business beyond what they could on their own.  The family will often retain control through equity interest. The interest is usually diluted with each generation unless a patriarch or matriarch is able to keep the family together.  Performance depends on how much equity the family holds,  whether or not the family members are competent, the competence of the management team, and the family's relationship with them.

Aquaculture will have to help feed the world.

November 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:Can Aquaculture Feed the World | blueridgepress.com

Demand for seafood continues to grow with population growth and economies of developing countries grow. As most fish resources are already fully- or even over-utilised, aquaculture will have to grow to meet the increased demand.As pelagic fish increasingly is used for human consumption and fish oil is increasingly used by food and medicine industries alternative feed has to be developed.With development of sustainable management and production practices the future of aquaculture is promising.

The danger of formula analyses!

November 7, 2009

Analysis by: GLG Expert Contributor

Analysis of:The Cognac Queen | www.telegraph.co.uk

The world is intellectually lazy, so it is always looking for 'quick-fixes'and one line answers. Management is one area where such placebos are often handed out by our global gurus!If you think about it,however, it is individual thinking, individual perceptions, and individual relationships with the world around them that brings success to such managers. Without such a unique combination of attributes, coupled with a particular situation at a particular point of time, spectacular success would not happen.The success I acknowledge,however, is the success of gurus who piggy-back on such stories to win personal success and acclaim!

David MaloniPrincipalARA Trading Inc.

Cheese Bullishness

October 15, 2009

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

World dairy prices at the levels experienced during the spring of this year really aren’t sustainable with the existing feed cost structure in place.

Can Cadbury Grow?

October 5, 2009

Analysis by: GLG Expert Contributor

Analysis of:Cadbury’s Stitzer Says Acquisitions May Feature in Growth Plans | bloomberg.com

Cadbury has become the target of intent of Kraft, so Kraft might grow their top line. Cadbury has made itself a confectionary pure play. It divested its beverage business to follow this path. It currently accounts for 10% of the $150 Bn global market and by most analysis, ranks third behind Mars and Nestle. While this would appear to give them the potential for growth, those prospects might not come as easily as anticipated in a very segmented market place.

Tom PirkoPresidentBevmark LLC

FEMSA, ASSESSING STRATEGIC VALUES IN GLOBAL BEER CONSOLIDATION.

October 1, 2009

Analysis of:Mexico's FEMSA SEEN EYEING $9 BILLION BEER MERGER | reuters.com

FEMSA remains a misunderstood asset in the global consolidation of the beer industry.   A transaction will involve numerous strategic considerations andwill depend upon several key factors involving acquirers' balance sheets and plans for development.

Why Kraft is Making the Wrong Acquisition

September 17, 2009

Analysis by: GLG Expert Contributor

Analysis of:Kraft Under Pressure as Bid Value Slips | www.flex-news-food.com

Kraft is attempting to buy a company that essentially is a company deriving the majority of its business in Europe and North America. At the present time Cadbury's sales percentage in emerging markets are; 19% in Asia Pacific, 8% in South America and 7% in Middle East and Africa. It grew its top line by 7% in an industry that is growing at 6%.Now that Kraft has shown its hand, it most likely will pay a premium to essentially buy sales. What can Cadbury bring to Kraft that can be defined as Strategic Growth?

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