Editor

Editor's viewpoint

By: Dean Best

Dean Best's views on the industry's hot issues.



Editor's viewpoint: Imminent Hostess Brands sale would be surprise 17 Nov 2014

The private-equity owners of Hostess Brands are, according to reports, mulling a sale, just a year after buying the US snacks business. There is speculation Apollo Global Management and C. Dean Metropoulos are planning for to sell Hostess early next year. However, that looks unlikely.


Editor's viewpoint: Milk sale makes Dairy Crest takeover target 6 Nov 2014

Shares in Dairy Crest shot up today (6 November) after the UK dairy group announced a deal to sell its most problematic and under-pressure division - liquid milk. However, it may just be the City was not just reacting to the exit (dependent of course on competition officials approving the transaction) of Dairy Crest from a sector struggling to make money but the fact there could be takeover interest in the leaner company.


Editor's viewpoint: United Biscuits sees Yildiz head West again 3 Nov 2014

Yildiz Holding today (3 November) announced it had won the race to buy UK-based biscuit maker United Biscuits. In doing so, the privately-owned Turkish food group has moved once more to buy a major Western food brand.


Editor's viewpoint: Short-termism decides Chiquita's future 27 Oct 2014

The imminent sale of Chiquita Brands International, the US produce giant, shows how different investment horizons can manifest on a company's share roster - and decide a business's future.


Editor's viewpoint: Chiquita right to stand firm 20 Oct 2014

Chiquita Brands International still appears set on its proposed merger with Fyffes – and the US produce giant is, at the moment, right to do so.


Editor's viewpoint: Emmi scales back in Italy's sour dairy market 6 Oct 2014

Emmi's move to sell Italian yoghurt business Trentinalatte, announced this morning (6 October), was the latest example of the challenges facing companies doing business in the country's dairy sector.


Editor's viewpoint: Baptism of fire for new Tesco CEO Lewis 22 Sep 2014

Tesco's dealings with suppliers appear to be at the centre of the latest problem to emerge at the UK's largest retailer. And it is an issue that has left many industry watchers left shaking their heads in bewilderment today (22 September).


Editor's viewpoint: US health food in play - but could be pricey 11 Sep 2014

General Mills' move for Annie's has further fuelled the belief US natural and organic food companies, including Hain Celestial and WhiteWave Foods, could become takeover targets for mainstream groups searching for growth. But the price General Mills has agreed to pay for Annie's also underlines such deals would likely be expensive.


Editor's viewpoint: Do not expect huge change at Danone 4 Sep 2014

Looking at Danone's share price yesterday, one is left with the impression there is an expectation of changes at the French food group now Frank Riboud is to step down as CEO. However, those expecting wholesale change at Danone should perhaps not be so hasty. The executive moves at the top of the yoghurt maker suggest Riboud will still be central to the company's overall strategy.


Editor's viewpoint: Land of the minnows 4 Aug 2014

Size matters, right? Scale - and the economic benefits that come with it - provide a business with clout smaller competitors find hard to battle. However, could large food companies be losing some of the advantage gained from their size?


Editor's viewpoint: Dairy Crest's appeal may grow after deals 3 Jul 2014

Strategically, Dairy Crest's deals with fellow UK dairy group Fayrefield Foods and New Zealand dairy giant Fonterra to serve the global infant formula market are astute moves. But the deals could also catch the eye of some of the world's larger dairy processors about Dairy Crest's new capabilities.


Editor's viewpoint: Nestle deserves praise for living wage 30 Jun 2014

Cynics will scoff a company the size of Nestle can easily afford to become a "Living Wage" employer in the UK. And perhaps there would be an element of truth in that. But the fact the world's largest food maker is willing to invest in its staff should be applauded - and the hope is some of its closest competitors - companies with vast resources of their own - will follow.


Editor's viewpoint: Questions mount for ConAgra 19 Jun 2014

After three profit warnings in a year, it is little wonder the performance of US food giant ConAgra Foods is under scrutiny.


Editor's viewpoint: Premier feeling the pressure 18 Jun 2014

The City has welcomed Premier Foods' moves to spin off parts of its businesses into joint ventures but it is still the performance of the UK group's core brands that moves its shares - and that concerns investors.


Editor's viewpoint: Seeing the value in being lean 29 May 2014

With the bidding war for Hillshire Brands intensifying, it is pertinent to point out just how correct Sara Lee's management - and those on Wall Street that supported the split - were about the shareholder benefits of separating the old business.


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