305 results in the archive - showing page 1 of 11

Big Food's stake in the future - in-house venture-capital funds  22 May 2018

Column: In the spotlight

Our guide to some of the main in-house venture capital funds operated by major food businesses. 


M&A, rather than Brexit, is behind Unilever's HQ decision 16 Mar 2018

Column: In the spotlight

Unilever this week announced a change in its legal structure, which will see the FMCG behemoth have its main base in the Netherlands. The UK media swiftly pointed to Brexit - but the key factor would likely have been to have given the group more options when it comes to M&A.


Greencore warning vindicates market doubts about US foray - analysis 15 Mar 2018

Column: In the spotlight

Ireland's Greencore has disappointed investors and analysts alike with a profit warning, a US factory closure and a shake-up of its US leadership team. Andy Coyne looks at the issues it is facing.


Can new CEO Steven Oakland rebuild TreeHouse Foods? 8 Mar 2018

Column: In the spotlight

TreeHouse Foods has hired industry veteran Steven Oakland to rescue what has become a sinking ship under the weight of its acquisition of the then ConAgra Foods' private-label arm in 2016. Simon Harvey looks at the job in hand for the former J.M. Smucker chief executive, who inherits a transformation programme still in its infancy and losses of more than US$200m.


General Mills sets cat among pigeons with move into pet food - analysis 27 Feb 2018

Column: In the spotlight

Three days after signalling more M&A was likely, General Mills on Friday announced a move into pet food with the acquisition of US firm Blue Buffalo Pet Products. The US$8bn deal appears pricey but should give General Mills' top line a boost and the company is confident its new asset can continue to grow. Some in the market, however, raised questions. Dean Best reports.


These are troubling times for the UK meat sector - analysis 26 Feb 2018

Column: In the spotlight

The recent spate of food safety infractions in UK meat and poultry production was followed by the publication late on Friday of further worrying revelations in The Guardian newspaper. Ben Cooper assesses the implications of this succession of incidents and reports for the UK meat sector, its regulators and the food manufacturers that depend on them both.


The new Kellogg CEO's quest for growth - CAGNY takeaways 23 Feb 2018

Column: In the spotlight

There were a number of companies presenting at this week's CAGNY conference in the US that had recently-installed CEOs making their first appearance at one of the key dates in the investor calendar as chief executive. Among them was Steve Cahillane, the former Anheuser-Busch InBev and Coca-Cola executive who took the helm at Kellogg in October. His job is to get a business with a sluggish top line back into growth. Dean Best tuned in.


General Mills' bid for growth - CAGNY 2018 takeaways 22 Feb 2018

Column: In the spotlight

In General Mills' most recent financial year, the Cheerios-to-Yoplait owner saw its net sales tumble 4% on an organic basis - and that decline followed two successive years of its sales by that metric being flat. However, company veteran and now CEO Jeff Harmening believes General Mills can get back to growth and, at this year's Consumer Analyst Group of New York conference, outlined why. Here are the top takeaways from the group's presentation.


Can Nomad Foods heat up Goodfella's sales? 22 Jan 2018

Column: In the spotlight

UK-based, US-listed Nomad Foods - a business with M&A at its very origins – has re-entered the fray after pressure on sales and margins caused the company to focus inwards. The owner of the Iglo and Birds Eye (in the UK) brands has snapped up a clutch of pizza assets from UK group Boparan Holdings. Dean Best reports.


Is the Bell Food Group-Huegli deal a win-win? 19 Jan 2018

Column: In the spotlight

Andy Coyne looks at the motives behind Bell Food Group's acquisition of Huegli and asks whether both parties are likely to benefit from this all-Swiss affair?


What next after Ferrero's move for Nestle's US candy assets? 19 Jan 2018

Column: In the spotlight

After months of speculation, Italian candy maker Ferrero finally emerged this week as the winner in the race for Nestle's US confectionery assets, reportedly pipping rival Hershey to a business that has largely been sluggish in delivering results. But what lies ahead? Simon Harvey investigates.


Lactalis scandal puts wider French supply chain in spotlight 12 Jan 2018

Column: In the spotlight

The scrutiny of Lactalis has intensified this week as the dairy giant battles to repair the reputational damage from the salmonella scandal that has engulfed the company. However, the latest revelations have meant retailers have also been criticised and led to questions about the wider supply chain, which could fuel anxiety in export markets.


Campbell's move for Snyder's-Lance is positive but risks lie ahead - analysis 4 Jan 2018

Column: In the spotlight

Campbell Soup Co., facing continued pressure on its core soup business in the US, has again used M&A to broaden its range, striking a deal to buy US snacks maker Snyder's-Lance. Snacks will become a larger component of Campbell's sales mix but integrating a business that has had its own issues in recent quarters will be a challenge. Dean Best reports.


What will KKR do with the former Unilever spreads division? 21 Dec 2017

Column: In the spotlight

Analysts have been trying to predict what private-equity firm KKR is likely to do with its new asset - the former Unilever spreads division. Andy Coyne picks through their musings.


Does Hershey's acquisition of Amplify Snack Brands make sense? 19 Dec 2017

Column: In the spotlight

Andy Coyne looks at the US confectionery giant's latest move to broaden its portfolio and weighs up reaction to the deal.


Tesco/Booker, Co-op/Nisa - how might suppliers be affected? 22 Nov 2017

Column: In the spotlight

Two prospective takeovers in the UK grocery retail channel have shaken the sector, with food manufacturers weighing up the consequences. Simon Creasey analyses the possible impact on suppliers.


Should Nestle buy Hain Celestial? 22 Nov 2017

Column: In the spotlight

Nestle was this week reportedly said to be eyeing a possible takeover bid for US natural and organic products group Hain Celestial - but would it be a shrewd move for the world's largest food maker? Andy Coyne reports.


Scotland's obesity offensive begs questions - analysis 17 Nov 2017

Column: In the spotlight

With health a devolved policy area in the UK, Scotland has come forward with its own plans to tackle obesity in its country. David Burrows looks at the proposals put forward by Edinburgh, how they differ to those announced last year in London and how industry and campaigners have reacted.


From existential threats to working with science - the top takeaways from The International Dairy Federation World Dairy Summit 2017 8 Nov 2017

Column: In the spotlight

The volatility in commodity prices, the rise of plant-based alternatives, Brexit, Trump - there was plenty for delegates who headed to Belfast last week for the International Dairy Federation's annual World Dairy Summit to chew over. just-food deputy editor Andy Coyne gives us a flavour of the event.


It's not child's play for TreeHouse Foods right now - editor's viewpoint 3 Nov 2017

Column: In the spotlight

After a largely smooth decade for TreeHouse Foods since its inception in 2005, the largest private-label supplier in the US has found it tough going in the last 18 months or so. And, worryingly for investors, the latest news coming out of TreeHouse this week did not make for happy reading, Dean Best reports.


Eyeing Asia, Saputo moves for Murray Goulburn - editor's viewpoint 30 Oct 2017

Column: In the spotlight

Dean Best weighs up why Saputo has moved to buy the embattled Australian dairy group.


Seachill seen as good catch for UK meatpacker Hilton - analysis 23 Oct 2017

Column: In the spotlight

Hilton Food Group's acquisition of Seachill, announced last week, confirmed the UK meat processor's interest in the local seafood group, which raised a few eyebrows in the industry when a deal was first mooted back in August. Andy Coyne analyses why Hilton has moved for the owner of The Saucy Fish Co. and diversified into a new sector.


Brexit – threat to UK food security or opportunity for renewal? 18 Oct 2017

Column: In the spotlight

Brexit has been said to constitute a clear and present danger to UK food security - but what does food security mean in this context and to what extent do any opportunities offset the threats? Ben Cooper reports.


Nestle 2017 Investor Day - 5 things to learn from CEO Mark Schneider's vision for food giant 29 Sep 2017

Column: In the spotlight

Nestle’s 2017 investor day had been much anticipated – and it did not disappoint. The event in London was the first of Nestle's annual investor gatherings to be led by CEO Mark Schneider, with the market keen to hear how the German saw the future for the world’s largest food maker. Dean Best gives you the top takeaways from the event.


Why did Post Holdings buy Bob Evans Farms? 25 Sep 2017

Column: In the spotlight

In the largest M&A deal in the US packaged food sector in 2017, on Tuesday (19 September) Post Holdings announced the acquisition of bacon, breakfast sausage and mac and cheese maker Bob Evans Farms. The transaction is the latest move by the deal-hungry Post, with the company, which some see as having a patchy record with its purchases, looking to inject some growth into its business, this time by targeting a business operating in more buoyant categories on the perimeter of US stores. Andy Coyne reports.


The rise - and potential - of certified transitional organic in US 19 Sep 2017

Column: In the spotlight

Sales of organic food in the US continue to be robust but a limit to the growth of the industry is the gap between demand and the supply of ingredients and raw products. just-food's US columnist, Victor Martino, says the growth of the US organic industry has prompted the sector to look at a new designation, the so-called "certified transitional" organic, which he argues can grow into a real segment in the category.


Why Moy Park sale will help placate JBS creditors 14 Sep 2017

Column: In the spotlight

Market reaction to JBS' sale of Northern Ireland-headquartered food group Moy Park to the US' Pilgrim's Pride for US$1.3bn has centred squarely on the Brazilian meat giant's need to pay down debts, Andy Coyne writes.


Murray Goulburn's FY results, outlook and strategic review - four things to learn 24 Aug 2017

Column: In the spotlight

Murray Goulburn has just closed what its CEO has called a "difficult" 12 months. In reality, it has been tough for the Australia-based dairy foods and ingredients group for longer than that. In April 2016, the Devondale brand owner announced a cut to the price it paid suppliers for milk, issued a profit warning and the departures of its CEO and CFO. Current chief Ari Mervis joined Murray Goulburn in February this year and has seen the supply of milk into the business continue to fall, denting sales. Under Mervis, Murray Goulburn has embarked on a strategic review and this week, the company, alongside its 2016/17 results and 2017/18 outlook, spoke at length about the reappraisal of its business. Dean Best reports.


Where do Trump and corporate America go from here? 21 Aug 2017

Column: In the spotlight

Following the disbanding this week of two Presidential business advisory committees, Ben Cooper looks at Donald Trump’s relationship with business and suggests these events cannot be viewed as a standard contretemps between an interest group and the White House. A serious rift has developed and, on past record, the President will not be the one extending the olive branch.


Plenty to ponder as Mondelez changes CEO 3 Aug 2017

Column: In the spotlight

One of the longest tenures at the top of a major food multinational is set to come to an end, with Irene Rosenfeld, the chairman and CEO of Mondelez International, set to leave the Cadbury and Oreo maker next March. Rosenfeld, who became the CEO of Mondelez forerunner Kraft Foods in 2006, will leave behind a very different business to the one at which she arrived 11 years ago. Dean Best reflects on her time at the helm and outlines what could lie ahead for her successor, the former Coca-Cola, Mars, Danone and McCain Foods executive Dirk Van de Put.

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