322 results in the archive - showing page 1 of 11

Why Nestle is seen at front of pack in Horlicks race 6 Nov 2018

Column: In the spotlight

Some major names in the food and drinks industries are said to have eyed up the GlaxoSmithKline assets under review - at the centre of which is the Horlicks brand in India. Which suitor could win out? 


Big Food's stake in the future - in-house venture-capital funds  24 Oct 2018

Column: In the spotlight

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


From plant-based push to bullishness on baby – top takeaways from Danone's investor day 23 Oct 2018

Column: In the spotlight

Danone's senior management met analysts in London on 22 October to discuss the French food giant's plans for growth. Dean Best outlines what you need to know.


Greencore switches to "singular focus" after US exit - analysis 15 Oct 2018

Column: In the spotlight

Andy Coyne looks at the ramifications of Greencore's decision to quit the US after a decade of trying to build a successful own-label business in the market.


How might move from NAFTA to USMCA affect food industry? 11 Oct 2018

Column: In the spotlight

Since President Trump's election, the future of the 24-year-old North American Free Trade Agreement has at various times looked uncertain but the US, Canada and Mexico have struck a revised deal. Ed Zwirn, Keith Nuthall and Diana Yordanova look at what the prospective USA-Mexico-Canada Agreement (USMCA) could mean for the food industry.


Has Aryzta found right mix to grease recovery wheels? 4 Oct 2018

Column: In the spotlight

Despite another year of losses, Aryzta chief Kevin Toland is adamant he can return the business to growth after offloading a number of assets - with potentially more to come. But success hinges on a shareholder vote on a capital-raising exercise. Simon Harvey assesses the outlook.


What might Tesco's new Jack's format mean for suppliers? 27 Sep 2018

Column: In the spotlight

Tesco is fighting back in the UK against Aldi and Lidl with the opening of its own discount chain, Jack's. Simon Creasey outlines what the move could mean for manufacturers.


The rise of 'stealth small brands' as Big Food fights back 20 Sep 2018

Column: In the spotlight

just-food's incisive US columnist Victor Martino is introducing a new term to the CPG lexicon - stealth small brands.


Mondelez CEO puts new growth engine into gear - key takeaways 12 Sep 2018

Column: In the spotlight

Mondelez International chief executive Dirk Van de Put revealed a new strategic framework for the snacks giant on Friday as he hosted his first investor day since taking the job last autumn. The former McCain Foods boss unveiled a focus on top-line growth rather than a primary play on boosting margins. Simon Harvey looks at the key takeaways as the Cadbury chocolate owner embarks on a plan to "re-energise" its global brands and divest non-core assets.


What will it take to pacify investors in Campbell Soup Co.? 31 Aug 2018

Column: In the spotlight

Judging by the drop in the stock price of Campbell Soup Co., investors are not convinced by a plan to sell off the US food giant's international and fresh foods businesses. Simon Harvey investigates.


China the next frontier for determined US grocer Kroger 17 Aug 2018

Column: In the spotlight

Kroger, one of the largest grocers in the US, has, in the face of a challenging domestic market and the spectre of Amazon, rolled up its sleeves in recent months and announced a series of moves in developing parts of the food industry. This week, Kroger announced another initiative but, this time, it was international. Dean Best reports.


Cereal? Health? A company split? What might be next for PepsiCo under new CEO Ramon Laguarta 8 Aug 2018

Column: In the spotlight

Indra Nooyi is stepping down as PepsiCo CEO, to be replaced by another 20-year company veteran, group president Ramon Laguarta. What could lie ahead for the food and beverage giant? Dean Best reports.


What could no-deal Brexit mean for UK, EU food sectors? 31 Jul 2018

Column: In the spotlight

The prospect of the UK and the EU not reaching a deal on the country's departure from the bloc has risen in recent weeks amid close votes at Westminster and Brussels expressing opposition to London's latest proposals on customs. As food-industry concerns mount, Rose Pengally surveys what could be the impact of a no-deal Brexit on the sector on both sides of the Channel.


Nestle results provide food for thought - key takeaways 30 Jul 2018

Column: In the spotlight

Nestlé revealed a generally positive set of first-half results on Thursday that were received favourably by the stock market, despite a tweak to the Swiss food giant's organic growth outlook. But what was most interesting is what can surely only be deemed as a veiled kickback by CEO Mark Schneider at activist investor Daniel Loeb. Simon Harvey looks at the key takeaways.


Will incoming Hain Celestial chief usher in new era? 10 Jul 2018

Column: In the spotlight

Finding a successor to Hain Celestial founder and chief executive Irwin Simon could prove tricky in light of the pressure from activist investor Engaged Capital to sell the US business. But what might the options be for an incoming CEO faced with a product portfolio bloated by acquisitions and with 'Big Food' companies and retailers fast encroaching on its organic roots? Simon Harvey investigates.


Frustration with Brexit blind date prevails at FDF's annual gathering 15 Jun 2018

Column: In the spotlight

With nine months to go until the UK is set to officially leave the EU, politicians are still battling it out to resolve complex trade and regulatory issues two years after the Brexit referendum. The UK food industry can only sit and watch events unfold but is eager to see concrete resolutions so they can get on with planning for an exit. Simon Harvey went to the UK Food and Drink Federation's annual convention to hear what delegates had to say.


Bakery giant Aryzta's fresh profit warning raises concerns 29 May 2018

Column: In the spotlight

It has been clear for months there are some sizeable challenges facing Aryzta, the Swiss-Irish bakery giant - and there were signs this week the company's problems persist.


What are the options for incoming 2 Sisters CEO Ronald Kers? 24 May 2018

Column: In the spotlight

After 25 years at the helm of 2 Sisters Food Group, one of the UK's largest food companies, multi-millionaire founder Ranjit Singh Boparan is stepping aside. Having recently faced a recent hygiene scandal, which dug holes in its finances, he has hired Ronald Kers as CEO. Simon Harvey looks at the challenges ahead for the former Müller executive.


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.

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