On the money

On the money

We discuss and dissect food companies' financial results.



Aryzta results show mileage still to cover - key takeaways 9 Oct 2019

A third of the way through a transformation exercise, Swiss-Irish baker Aryzta has made progress, but still needs to make up more ground. Simon Harvey looks at the key takeaways.


Markets in limbo after Kraft Heinz disappoints again – key takeaways on H1 results 12 Aug 2019

Kraft Heinz reported another set of disappointing financial results last Thursday (8 August). Simon Harvey presents what you need to know.


Sales, investment, US cereal forecast - the six things to learn from Kellogg's latest results 5 Aug 2019

Kellogg has seen its best quarter of organic sales growth for three years, sending the company's shares rising. We outline the top takeaways from the US giant's latest figures.


The five things to learn from Mondelez's first-half results 31 Jul 2019

Mondelez's latest results - and refreshed guidance - cheered the market, sending the snacks giant's shares rising. We set out what you need to know from the latest print.


Innovation, pricing, plant-based, China - the top takeaways from Nestle's H1 results 29 Jul 2019

Nestle discusses its first-half financial results, the "challenge" of innovation, pressure on pricing and conditions in China.


Lindt & Sprungli's improving sales growth sweetens investors 23 Jul 2019

Lindt & Sprüngli cheered financial markets today (23 July) after the chocolate maker reported first-half earnings. Simon Harvey takes a look at developments.


Conagra Brands looks to plant-based amid legacy challenges 2 Jul 2019

Conagra Brands seeks to seize opportunities in the meat-alternative market which is fast gaining traction among a wide spectrum of consumers. Simon Harvey assesses the landscape.


Will Orkla investors get what they want from incoming CEO? 7 Jun 2019

With Orkla's organic growth just about ticking over, investors will be keen to see more concrete guidance from the incoming chief executive. Simon Harvey takes a look.


Hormel Foods expects pressure on margins, volumes from African swine fever 28 May 2019

Hormel Foods said it expects to see profit margins come under further pressure in the second half of the year as input costs rise on the back of the African swine fever outbreak.


Nestle reveals advances in US frozen food, Brazil as Q1 sales rise 23 Apr 2019

Nestle booked first-quarter sales that beat market expectations, describing the period as a "solid start" and calling out particular areas of growth.


Danone's 2018 results and 2019 outlook - the five things to learn 19 Feb 2019

Danone has booked solid 2018 results and outlined plans for the year ahead. Here's what you need to know from today's announcement and analyst call.


Nestle's new strategy pays dividends as organic growth bucks trend 15 Feb 2019

Nestlé announced a positive set of annual results on Thursday (14 February) as the company refocuses its business. Simon Harvey takes a look. 


Hain Celestial new chief brings in alternative strategy as earnings disappoint 8 Feb 2019

Newly-installed Hain Celestial chief executive Mark Schiller has outlined his business strategy after reporting disappointing first-half results.


Unilever has more to do on growth, new CEO Alan Jope admits 31 Jan 2019

Anglo-Dutch consumer goods giant Unilever has outlined its growth target for 2019 after reporting its full-year 2018 results.


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.


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