200 results in the archive - showing page 1 of 7

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

Column: Editor's viewpoint

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.


Premier Foods boss sees off revolt but still faces slog 23 Jul 2018

Column: Editor's viewpoint

Premier Foods chief executive Gavin Darby saw off a shareholder revolt this week, winning the vote on his re-election to the role. But any relief over that result will likely be short-lived as the UK manufacturer continues to face the challenge of eking out sales growth from legacy brands in low-growth categories and paying down debts and a hefty pension deficit.


Scrutiny will only intensify even if Premier CEO gets re-elected 6 Jul 2018

Column: Editor's viewpoint

It would be a surprise Premier Foods' under-fire CEO Gavin Darby is not re-elected at the UK group's AGM on 18 July but activist investor Oasis Management has brought to the fore concerns about the manufacturer's performance. The market will be watching closely if Premier moves forward under its current CEO.


Why Kraft Heinz should steer clear of Campbell 26 Jun 2018

Column: Editor's viewpoint

Dean Best is unsure whether, as has been reported in the US, Kraft Heinz should be looking at a possible move for Campbell Soup Co.


Google and JD.com - another e-commerce duo to consider 22 Jun 2018

Column: Editor's viewpoint

There was another e-commerce powerplay this week, with Google investing in and setting out plans to work with Chinese e-commerce retailer JD.com. Dean Best reflects on the announcement and how suppliers should react.


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

Column: Editor's viewpoint

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.


Why latest Tyrrells takeover is no major surprise 18 May 2018

Column: Editor's viewpoint

UK-based savoury snacks business Tyrrells is getting its third owner in two years - but the latest deal is no surprise, writes Dean Best.


London Mayor's bold plan on food ads should be welcomed 11 May 2018

Column: Editor's viewpoint

How the owners of food and drink high in fat, salt or sugar advertise their products has long been a contentious issue in the UK, with campaigners calling for further restrictions. Today (11 May), London's Mayor, Sadiq Khan, has won praise for his proposals to introduce regulations within his area of influence.


What might Pinnacle Foods' new activist investor mean for US group? 20 Apr 2018

Column: Editor's viewpoint

Pinnacle Foods has often been touted as a possible acquisition target - and now activist investor Jana Partners has taken a position in the US group that talk will intensify.


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

Column: Editor's viewpoint

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.


The UK's calorie plan is cogent - and industry will be content 12 Mar 2018

Column: Editor's viewpoint

Faced with some alarming data on obesity, the UK this week announced its latest strategy to battle the bulge. A target for industry to reduce calories has its merits and, Dean Best writes, will have pleased industry, too.


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

Column: Editor's viewpoint

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.


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

Column: Editor's viewpoint

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.


Decision on Murray Goulburn sale delayed 2 Feb 2018

Column: Editor's viewpoint

Australia's competition watchdog has pushed back the date on which it is set to announce its verdict on Saputo's planned acquisition of the operating assets and liabilities of local dairy giant Murray Goulburn.


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

Column: Editor's viewpoint

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.


Gove wins UK exporter praise but Brexit looms - editor's viewpoint 15 Dec 2017

Column: Editor's viewpoint

For all the qualified optimism about the UK government's renewed pledges to work "in partnership" with the country's food industry to grow the sector, Brexit presents significant unknowns and departure from the EU could have significant ramifications for manufacturers.


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.

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