Editor's viewpoint

Editor's viewpoint

By: Dean Best

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



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

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

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.


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

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.


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

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.


Kellogg uses Kashi to belatedly join the fray - Editor's Viewpoint 17 Jun 2016

Kellogg has this week made its first acquisition in the US for over four years, snapping up fledgling snack bar maker Pure Organic. The deal is similar to those made by a number of Kellogg's US packaged food peers in recent months as some of the big names in the industry try to adapt to changing consumer trends in the country. Dean Best reflects on the move.


McCormick & Co. has appetite for deals - editor's viewpoint 20 Apr 2016

Just a week after dropping its interest in Premier Foods, McCormick & Co. announced the acquisition of Australian chilled herbs firm Botanical Food Co. When the US herbs and spices giant's interest in Premier emerged, McCormick said it had a "pipeline" of targets and industry watchers expect the company to continue to look to M&A for growth.


Hain Celestial confident but cognisant of domestic challenges - comment 2 Feb 2016

Irwin Simon, the founder, president and CEO of Hain Celestial, often comes across as one of the more forthright chief executives in the US food industry, with a firm belief in his company and its prospects. With Hain Celestial's domestic business facing challenges and investor scrutiny intensifying, Simon this week set out how the company will improve its performance in the US and why he believes the group can thrive amid increasing competition - but there were signs he acknowledges the need to adapt to meet the challenge.


New private-equity giant L Catterton will stir interest in M&A circles 6 Jan 2016

A striking transaction has been announced in the private-equity world, with US buy-out house Catterton to join forces with the investment arm of luxury goods group LVMH - and right along the consumer-facing parts of the food sector companies will be watching closely.


Muller Quaker Dairy did not stand out in US yoghurt crowd 11 Dec 2015

Just three years after PepsiCo and Muller launched their bid to capture part of the US yoghurt market, the companies have thrown in the towel. Dean Best believes the companies did not create distinct enough products to succeed in a competitive category.


Why Quorn Foods auction promises to be competitive 8 Sep 2015

The starting gun on the race for Quorn Foods is to be fired this week and interest in the UK meat-free business is likely to be high.


Editor's viewpoint: The impact of China's slowdown 17 Jul 2015

Two significant announcements this week - from dairy giant Fonterra and from infant formula group Mead Johnson - further underlined how the impact of China's recent economic slowdown is affecting companies in our sector.


Editor's viewpoint: Waitrose's personalised promos will stir industry 17 Jun 2015

UK grocer Waitrose has got industry watchers talking this afternoon (17 June) with the launch of a promotional programme that lets consumers choose which products they want to buy on offer. Rivals and suppliers will be watching very closely.


Editor's viewpoint: Expect Campbell to follow Garden Fresh with more deals 15 Jun 2015

Campbell Soup Co. has again moved to inject growth into its business through M&A, snapping up US salsa-to-houmous maker Garden Fresh Gourmet. And the odds are more deals in categories like fresh food and snacks will follow.


Editor's viewpoint: Campbell working hard but challenges remain 27 May 2015

Campbell Soup Co.'s third-quarter results included some positive news. Sales from the US group's baking and snacking arm grew solidly, while the company's profitability beat analyst expectations amid productivity savings and a pull back on promotional spending. However, Campbell's top line remains under pressure and it may have to turn to other measures to get sales growing.


Editor's viewpoint: Why FMCG background vital for next Thorntons CEO 19 May 2015

In some ways, Jonathan Hart will leave the UK chocolate maker and retailer Thorntons next month in a better position than he found the business when he joined in January 2011. However, when Hart steps down on 27 June, a decision announced yesterday (18 May), Thorntons should be looking for - or be set to install - a new chief executive with more experience in FMCG and in selling branded products to UK and international grocers.


Browse all 169 articles