184 results in the archive - showing page 1 of 7

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

Column: Editor's viewpoint

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: Editor's viewpoint

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


Ferrero strikes again in US - but whither Nestle assets? 23 Oct 2017

Column: Editor's viewpoint

Ferrero and Ferrara Candy Co. have this summer been named as two possible bidders for Nestle's US confectionery assets. This week, they announced they were to join forces. What, then, could that mean for Nestle's bid to sell the business?


General Mills resolute but home discomfort clouds outlook 25 Sep 2017

Column: Editor's viewpoint

General Mills maintained its full-year forecasts after an opening quarter of falling sales and profits but there is uncertainty on Wall Street about the outlook for the US food giant, which continues to toil at home, writes Dean Best.


Recent M&A moves show Nestle has woken up and smelt the coffee 18 Sep 2017

Column: Editor's viewpoint

Nestle's investment in US coffee roaster and retailer Blue Bottle is another sign of a change in the food giant's M&A strategy since the arrival of CEO Mark Schneider earlier this year, Dean Best writes.


Food in line for most pain from Brexit self-harm - comment 8 Sep 2017

Column: Editor's viewpoint

There have been plenty of occasions since the early hours of 24 June 2016 when those in the UK who voted for the country to stay in the EU would have held their heads in the hands.


Activist grabs headlines but change was already on way at Nestle 29 Jun 2017

Column: Editor's viewpoint

Activist investors putting pressure on food companies is not new, especially not in recent years, although Nestle's stature in the industry may have raised eyebrows as US investment fund Third Point made the world's largest food business the latest to feel the heat. However, there were already signs of change at Nestle under new CEO Mark Schneider, Dean Best argues.


Amazon's move for Whole Foods will focus minds 16 Jun 2017

Column: Editor's viewpoint

"Every so often an event occurs that shakes the industry to its core. Amazon's acquisition of Whole Foods is one of those." So said one US retail analyst today after the e-commerce giant announced a deal to buy the natural and organic grocer for US$13.7bn. The transaction stunned the sector, with analysts hailing it a game-changer. Amazon faces short-term challenges with Whole Foods but the acquisition looks set to give its ambitions in grocery - a sector it entered ten years ago - a boost and rival retailers and manufacturers will be sitting up and taking notice. Dean Best reports.


UK election result - all eyes on Northern Ireland as Brexit talks near 9 Jun 2017

Column: Editor's viewpoint

Cor Blimey! exclaimed one Labour-leaning UK tabloid this morning (9 June) as the country awoke to another election result that confounded pollsters.


Unilever’s latest blueprint contains no huge surprises. Yet - editor's viewpoint 7 Apr 2017

Column: Editor's viewpoint

Unilever announced the fruits of its business review - convened after the company brushed off interest from Kraft Heinz - yesterday (6 April). The Knorr and Magnum maker set out a measured plan, which included the wise decision to leave the spreads business. But could bolder action be on the horizon in the longer term? Dean Best reports.


Uncertainty reigns but UK exporters facing Brexit pragmatically - column 30 Mar 2017

Column: Editor's viewpoint

The UK has triggered Article 50 of the European Union’s Lisbon Treaty, so formally firing the starting gun on its departure from the 28-member bloc. Brexit is the most important political and economic event in the UK for a generation and has divided the country. A majority of the UK’s food sector wanted to stay in the EU and have significant concerns about the post-Brexit future. However, increasingly, businesses are acquiring a pragmatic view about the future – with some real anxieties remaining but a recognition opportunities could be seized – a stance heard last week at the IFE trade show in London. Dean Best reports.


Premier Foods has more to worry about than Brexit - editor's viewpoint 19 Jan 2017

Column: Editor's viewpoint

This week's profit warning from Premier Foods plc dismayed the market with analysts expressing concern about the UK group's ability to pass on Brexit-linked cost increases, the performance of its brands and its promotional strategy.


Danone's good news on margins but Activia leaves sour taste - editor's viewpoint 21 Dec 2016

Column: Editor's viewpoint

Danone surprised the market on Monday (19 December) with a warning on its full-year sales. In more positive news, the French giant also said it expects its comparable operating margins to "be above target" but analysts were concerned about the early results of the relaunch of Activia, with the company citing the brand as a factor in its lower forecast for organic sales growth in 2016.


Don't rule out Kraft and Mondelez going back to the future - editor's viewpoint 15 Dec 2016

Column: Editor's viewpoint

The speculation linking Kraft Heinz to a possible bid for Mondelez International is casting just-food's mind back seven years and giving it a wry smile at the thought of a company reunited.


Hain Celestial looks outside to strengthen - editor's viewpoint 12 Dec 2016

Column: Editor's viewpoint

Hain Celestial has grown rapidly to become one of the largest companies in perhaps the most attractive segments of the US food sector. However, there appears to have been a recognition that broadening the experience of the natural and organic group's senior management team is what the company needs.


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.


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.


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.


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

Column: Editor's viewpoint

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

Column: Editor's viewpoint

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

Column: Editor's viewpoint

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

Column: Editor's viewpoint

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

Column: Editor's viewpoint

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

Column: Editor's viewpoint

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

Column: Editor's viewpoint

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

Column: Editor's viewpoint

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

Column: Editor's viewpoint

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

Column: Editor's viewpoint

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

Column: Editor's viewpoint

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.

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