In the spotlight

In the spotlight

Which manufacturers, retailers or issues are grabbing the headlines?

Does Campbell Soup Co.'s growth strategy make sense? 12 Dec 2018

Andy Coyne looks at Campbell Soup Co.'s future growth strategy and asks whether it is a plan of counter-intuitive genius or simply wrong-headed?

Unilever's 2018 investor day - six things to learn 11 Dec 2018

Last week, Unilever's senior management was in the Indian city of Mumbai for the company's annual investor day. just-food presents what you need to know from the two-day event.

Why did Unilever buy GSK's Horlicks-led assets? 10 Dec 2018

Some question the future of Unilever's presence in food and drinks. Why did the FMCG giant snap up GSK's consumer-nutrition assets, at the centre of which was Horlicks?

Big Food's stake in the future - in-house venture-capital funds  5 Dec 2018

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

What could feature on to-do list of new Unilever CEO Alan Jope? 30 Nov 2018

Paul Polman's departure from Unilever will mark the exit of one of the food sector's most high-profile CEOs. But how could his successor Alan Jope shape the FMCG giant?

Focus turns to US soup at Campbell in flux 21 Nov 2018

With Campbell Soup Co. looking to offload assets, its US soup arm will grow even more in importance, writes Dean Best.

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

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? 

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

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

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

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

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

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

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

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

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.

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