1,359 results in the archive - showing page 1 of 46

Why Tyson Foods' investment in Beyond Meat is shrewd 21 Oct 2016

Column: In the spotlight

Tyson Foods, one of the world's largest meat processors, is investing in fledgling US meat-free business Beyond Meat - and the deal looks an astute one.

Love it or hate it - price an underlying tension across Europe's FMCG sector 20 Oct 2016

Column: IRI's inside track

The spat between Unilever and Tesco in the UK over price grabbed the headlines last week but, across Europe, for different reasons, price remains a critical issue for the FMCG sector. Consumers remain price sensitive despite improving economic conditions and are wasting less, meaning growth is hard to come by. IRI's Anne Lefranc looks at ways suppliers and retailers could work together to drive sales and profits.

Danone's Q3 sales - what the analysts say 18 Oct 2016

Column: On the money

Danone's underlying third-quarter sales fell below market expectations amid challenges in China. Regulatory changes in China are weighing on Danone's infant formula business in the country but, broadly, analysts are comfortable about the prospects for that part of the French giant's business and, overall, the group's wider prospects.

It will not just be Unilever to push for Brexit price hikes - editor's viewpoint 13 Oct 2016

Column: Editor's viewpoint

There will be more requests on retailers to move on price. Not every supplier will be successful. And for those that are not, it may serve as a push to, ultimately, look for scale or for a buyer. Another round of consolidation in the sector is likely.

What next for the new Mars Wrigley Confectionery... and for Warren Buffett? 10 Oct 2016

Column: Editor's viewpoint

Mars has moved to take full control of Wrigley, buying the minority stake held in the chewing gum maker by Warren Buffett. The deal could create a stronger competitor, particularly in the US, but there are some more strategic questions for Mars to answer, while the transaction can only add to Buffett's firepower should he wish to make more acquisitions in the food industry, writes Dean Best.

How ConAgra Foods' promotional strategy is changing - and why 3 Oct 2016

Column: On the money

ConAgra Foods, the US group set to split in two companies with one focusing on brands, is putting more emphasis "on volume over value" after being "overly reliant on deep discounting", a strategy that had led consumers to associated some of its products with deals, CEO Sean Connolly has said.

Aryzta's FY results and outlook for 2017 - 6 things to learn 28 Sep 2016

Column: On the money

Aryzta, the Switzerland-based bakery products supplier, this week reported a drop in annual profits, although it managed to eke out some growth on its top line. The company has faced challenges in North America in recent quarters and the numbers bore that out, with sales boosted by its businesses outside that region. just-food presents the key takeaways from Aryzta's results and looks at how the company's views its prospects for the new financial year.

General Mills on Q1 sales, innovation plans, margins - 8 things to learn 26 Sep 2016

Column: On the money

General Mills booked a 7% drop in first-quarter net sales last week, with sales down 4% on an organic basis. The US company has repeatedly insisted it is taking action to address problem areas in its portfolio, such as yogurt and cereal. But this latest set of numbers underline the challenges the group faces. Here are just-food's key takeaway's from General Mills' first-quarter results. 

What next for UK turkey processor Bernard Matthews? 23 Sep 2016

Column: Editor's viewpoint

There is hope the embattled UK turkey processor can be revitalised under the stewardship of Ranjit Singh Boparan, the UK businessman with extensive interests in poultry. However, there are questions about what will happen to the pensions of Bernard Matthews' staff, while the company's commercial performance is in need of improvement.

How PepsiCo is taking action on palm oil – interview  13 Sep 2016

Column: Sustainability Watch

Today (13 September), PepsiCo publishes the first update on its "palm oil action plan". Ben Cooper spoke with Andrew Aulisi, senior director for global environmental policy at PepsiCo, about the progress to date and how the company's initial actions and achievements are likely to be received by environmental campaigners.

Campbell Soup Co. on FY2016, 2017 prospects, problems with Fresh and with soup - 6 things to learn 7 Sep 2016

Column: On the money

Campbell Soup Co.'s shares slid in the wake of the release of the US company's annual results, which included lower sales and earnings - but improved profitability on an "adjusted" basis. The numbers revealed issues with the company's Campbell Fresh division, key to its bid to accelerate growth while its flagship business remains sluggish. The announcement also included guidance for the 2016/2017 financial year that disappointed analysts.

What next for Mondelez and Burton's after Cadbury licence deal? 5 Sep 2016

Column: In the spotlight

Last month, after some speculation earlier in the summer, Mondelez International confirmed it was buying the licence to manufacture, market and sell Cadbury-branded biscuits around the world from UK-based Burton's Biscuit Co. Mondelez touted the "exciting opportunities" it sees ahead for the products, while Burton's, which had held the licence for 30 years, talked up the prospects for its own brands. John Shepherd takes a look at what might lie ahead.

Why food manufacturers are failing to innovate - and how the bold can succeed 2 Sep 2016

Column: IRI's inside track

The rate at which food products are launched in the UK has been declining. Tim Eales, director of strategic insight at IRI, suggests why manufacturers may have held back from innovating but argues they must be bold - and offers advice on how the innovative can succeed.

Tyson Foods needs to grasp the nettle on plant-based protein - comment 1 Sep 2016

Column: Consuming issues

The five shareholder resolutions filed by Tyson Foods investors last week seeking changes to environment, social and governance policies pertain to business risks for the US meat giant - and none more so than that on plant protein. Ben Cooper argues Tyson Foods needs to act now on the issue.

What next for Mondelez International and Hershey? - analysis 31 Aug 2016

Column: In the spotlight

Mondelez International, the owner of Cadbury, Milka and Toblerone, this week announced the end of its plans to gobble up another chocolate major, US-based group Hershey. Now the prospect of a US$23bn takeover is off the table, industry watchers are speculating about what could be on the horizon for both companies. Dean Best reports.

Murray Goulburn on FY results, suppliers, product mix and savings – 7 things to learn 26 Aug 2016

Column: On the money

Embattled Australian milk processor Murray Goulburn reported its full-year results this week. The company, which part-listed on the Australian stock exchange to raise capital during the period, was rounding off a difficult 12 months, during which it cut payments to its farmer-owners, issued a series of profit warnings and announced the departures of its CEO and CFO. The group's much-anticipated financial update revealed lower sales but the firm managed to hit its revised profit target, which had been lowered earlier in the year. Here are just-food's key takeaways.

Nestle on China, confectionery challenge and nutrition slowdown – 5 things to learn  19 Aug 2016

Column: On the money

Delivering its first-half numbers yesterday (18 August), Nestle reported a stronger operating performance but a sluggish organic growth rate. Here are just-food's five takeaways from the company's results.

Why England child obesity plan is best industry could have hoped for 18 Aug 2016

Column: Consuming issues

The UK government’s action plan on childhood obesity in England, launched today (18 August), has been criticised by industry bodies, health campaigners and medical professionals alike. However, campaigners have more to gripe about than industry, writes Ben Cooper.

Hain Celestial accounting issue rounds off problematic year - Editor's Viewpoint 17 Aug 2016

Column: Editor's viewpoint

Shares in Hain Celestial nose-dived yesterday (16 August) as Wall Street responded to a surprise announcement on Monday late afternoon US time from the Earth's Best baby food maker - and it was an announcement that capped an unsettling year for the business.

What could Tyrrells' sale to Amplify Snack Brands mean for both businesses? - analysis 12 Aug 2016

Column: In the spotlight

Amplify Snack Brands, the US snack maker, this week announced its latest acquisition, striking a deal to buy private-equity-owned UK crisp firm Tyrrells, itself a business growing in part due to M&A. John Shepherd weighs up what could lay ahead for both companies.

Kellogg on new targets, zero-based budgeting, managing revenue and Q2 results - 5 Things to Learn 11 Aug 2016

Column: On the money

Kellogg last week announced mixed second-quarter results, with growth in underlying operating profit above analyst expectations but reported revenue missing forecasts on Wall Street and underlying sales declining. However, the Special K and Pringles maker lifted its forecast for underlying earnings per share for 2016 - and raised its target for underlying operating margin for 2017/18. Its shares closed up on the day. just-food provides the most important talking points from what was a detailed announcement.

The battle between brands and own-label in western Europe - analysis 2 Aug 2016

Column: IRI's inside track

Tim Eales, director of strategic insight at IRI, dips into the analyst firm's latest data on FMCG private label in western Europe and looks at how own-label is faring against national brands in the region.

Mondelez International on China, Hershey and Q2 results - 6 Things to Learn 28 Jul 2016

Column: On the money

Mondelez International yesterday (28 July) reported its second-quarter and half-year numbers, leading to the US snacks giant's shares sliding almost 3% in the New York. The Oreo maker's operating margins and underlying earnings per share beat analyst forecasts - but growth in revenues on organic basis was weak and the company is now less certain about its forecast for annual sales. There was also plenty for Mondelez to discuss beyond the financials, notably its push into chocolate in China and its interest in Hershey.

Where does further delay leave the UK child obesity strategy? 26 Jul 2016

Column: Consuming issues

Those waiting for the UK government's long-awaited child obesity strategy will have to wait a little longer. According to media reports last week, incoming prime minister Theresa May has decided to delay launching the Strategy until the autumn. 

What post-Brexit trade with the EU could look like 25 Jul 2016

Column: In the spotlight

Branded food manufacturers based in the UK face a risk that their exports to the European Union will attract duties now the UK government has confirmed it will push ahead with plans to leave the EU following the Brexit referendum result. These could be imposed after the two years of mandated talks on a future relationship with the EU following a UK decision to trigger Article 50 under the Treaty on European Union. just-food examines what the most likely duty scenarios are for UK food companies exporting to the country's largest overseas market.

How Unilever is "working harder" in tough environment  21 Jul 2016

Column: On the money

Unilever CEO Paul Polman left investors with no illusions today (21 July) when he reported the company's second-quarter results: trading is tough and the company expects it to get tougher. As a result, Unilever is "working harder" to drive gains and expand its share. Here is how. 

What next for Nestle under new CEO Schneider? 20 Jul 2016

Column: On the move

Nestle appointed Ulf Mark Schneider, currently CEO of healthcare company Fresenius, as its chief executive officer last month. just-food takes a look at what could be on the executive's 'to do' list as he takes the helm at the world's largest food maker. 

Could Brexit foster a more joined-up approach to UK policymaking? 18 Jul 2016

Column: In the spotlight

The UK’s vote to leave the EU on 23 June triggered immediate political and economic uncertainty and has long-term implications for UK food manufacturers. Ben Cooper looks at how Brexit could impact on environmental and nutrition policy in the UK. 

How regional divergence in policy sets food companies new challenge 14 Jul 2016

Column: BRICs and beyond

The regional government in the Indian state of Kerala has become the latest administration to impose a tax on less healthy foods. Ben Cooper assesses the significance of this move to multinational food companies.

PepsiCo performance wows with surprising sparkle 8 Jul 2016

Column: On the money

As PepsiCo's leadership team presented the group's results yesterday (7 July) they could have summed up their core message to investors with a blast from the past: "You've got a lot to live, and Pepsi's got a lot to give". That slogan from the early 1970s would be too tame for today's app hungry consumers and investors who demand infinite fizz in terms of products, ideas and healthy dollar returns. But the slogan did sum up the mood as PepsiCo reported second-quarter profit that beat analysts' estimates and the firm boosted its full-year forecast, helped by rising sales of snacks and soft drinks in North America.