On the money

On the money

We discuss and dissect food companies' financial results.



Beyond Meat seeks to adapt despite bumper Q1 - five things to learn 11 May 2020

Q1 sales and profits were stronger than expected at Beyond Meat. There could, however, be some near-term pressures due to the impact of Covid-19. Simon Harvey reports.


Mondelez International's Q1, 2020 outlook and adapting to recession - four things to learn 29 Apr 2020

Dean Best reports the top takeaways on Mondelez International's first-quarter numbers – which included expectation-beating sales – its Q2 and its thoughts for further ahead.


Nestle's Q1 sales, FY guidance and post-Covid reflections - five things to learn 27 Apr 2020

Nestlé's shares climbed on Friday as investors reacted to the Swiss giant's Q1 numbers. But what is Nestlé's take on how Covid-19 is affecting the packaged food industry?


Unilever Q1 sales update and post-Covid thoughts - six things to learn 24 Apr 2020

How did the Wall's ice cream maker's food business perform in Q1? And how does the FMCG giant view the rest of the year - and beyond?


Danone Q1 sales update and adapting to Covid-19 - six things to learn 21 Apr 2020

Danone's Q1 sales beat expectations, boosted by Covid-19 pantry-loading. However, the Alpro maker withdrew its financial guidance for 2020, which weighed on its share price.


Coronavirus - Lamb Weston sees flicker of improvement in China but notes risks elsewhere 2 Apr 2020

While Lamb Weston withdrew its financial guidance yesterday (1 April) amid the uncertainties around coronavirus, a bright spot is emerging - China.


Kraft Heinz results underline investors will need patience – takeaways 14 Feb 2020

Kraft Heinz is preaching patience after a set of "disappointing" 2019 financial results and long-term investors will need a healthy dose of stoicism.


Nestle punished by target pullback but positive undertones abound - key takeaways 14 Feb 2020

Market reaction to Nestlé's annual results was less than positive after a key target was pushed back. Simon Harvey takes a look at the major talking points.


Kellogg's outlook spooks markets despite rebound - key takeaways from 2019 results 7 Feb 2020

Kellogg reported an impressive turnaround in organic growth for the year through December but then spooked markets with a less inspiring outlook. Simon Harvey conducts a review.


Mondelez 2019 results and 2020 outlook – key takeaways 31 Jan 2020

Mondelez International beat its own expectations for organic growth last year. Simon Harvey takes a look at the key talking points.


Is Premier Foods leaning toward maintaining the status quo? 13 Nov 2019

Premier Foods is nearing completion of a long-awaited strategic review. Simon Harvey takes a look at the latest developments, including a new management team and its earnings.


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.


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