In the spotlight

In the spotlight

Which manufacturers, retailers or issues are grabbing the headlines?



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

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

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

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

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

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

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

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

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

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

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

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

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

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.


McCormick hot on Reckitt sauces deal despite fiery multiple 21 Jul 2017

McCormick & Co. this week emerged as the buyer of Reckitt Benckiser's food assets, which include French's mustard and Frank's RedHot sauce. The brands look a good fit with McCormick's own basket of sauces and spices but the US group has paid what appears to be a rich multiple for the assets and its shares cooled on Wednesday when the deal was announced. Can McCormick extract value? Dean Best reports.


General Mills' fiscal 2018 investor day - four things to learn 20 Jul 2017

General Mills is one of a clutch of US-centric businesses that have been under sales pressure for some time. In the 12 months to 28 May, the Yoplait maker's annual net sales fell 6% - the third successive year in which its top line contracted. Last week (12 July), the US food giant held its annual investor day to set out its plans for the new financial year, a chance for recently-installed CEO Jeff Harmening to outline how he believes the company can improve its performance. Here are the top takeaways from the event.


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