Latest Insights

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.


Nestle results provide food for thought - key takeaways 30 Jul 2018

Nestlé revealed a generally positive set of first-half results on Thursday that were received favourably by the stock market, despite a tweak to the Swiss food giant's organic growth outlook. But what was most interesting is what can surely only be deemed as a veiled kickback by CEO Mark Schneider at activist investor Daniel Loeb. Simon Harvey looks at the key takeaways.


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

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.


Nestle on Brazil, China, US, AgeCore row and M&A - top takeaways from Q1 commentary 19 Apr 2018

On an organic basis, Nestle's first-quarter sales beat analyst expectations as volumes offset the company's weakest pricing since 2000. The result meant the world's largest food maker stuck to its forecast for its organic sales to grow by 2-4% this year. However, beyond the numbers, Nestle's senior management issued some interesting commentary on trading in countries key to many food multinationals, on its pricing dispute with European buying group AgeCore and gave a flavour of its appetite for M&A


Food M&A dips in March but climbs in Q1 - data 9 Apr 2018

just-food's index of mergers and acquisitions in the international packaged food sector highlights the volume of deals being announced, as company strategists look to M&A to gain an edge on their competition.

Latest News

Nestle's infant formula division buoyant as frozen foods struggles 19 Oct 2018

Nestlé's nutrition and health division outperformed the Swiss food giant's other business units in the first nine months of the fiscal year amid growth from infant nutrition.


Aryzta says Cobas financing proposal is "inadequate" 17 Oct 2018

Aryzta says an alternative capital-raising proposal presented this week from its largest shareholder is "inadequate". 


Aryzta's biggest shareholder pushes for EGM vote on financing proposal 15 Oct 2018

The largest shareholder in Aryzta is calling on management to hold an extraordinary general meeting to vote on the investor's alternative financing plan to restore the bakery giant to health.


Largest Aryzta investor 'opposes capital increase' 2 Oct 2018

The biggest shareholder in Aryzta is reportedly against the Irish-Swiss bakery group's plans to raise EUR800m (US$922.3m) in equity to bolster its capital structure and reduce debt.


Nestle sets out target for recyclable plastics use in Europe 27 Sep 2018

Nestlé is pledging to increase the use of recycled plastics in its European Union packaging as part of a global initiative announced in April.


Italy's Granarolo enters distribution partnership to target Swiss market 26 Sep 2018

Italian dairy group Granarolo has launched a distribution partnership with the Italian Wine Group that aims to grow the presence of both companies in Switzerland.


Nestle explores strategic options for skin health division 20 Sep 2018

Nestlé is exploring strategic options for its skin health division as the Swiss food giant "sharpens" its focus on food, beverage and nutritional health products.


'Activist investor seeks to block capital raising by financially-embattled Aryzta' 14 Sep 2018

Financially-embattled Swiss-Irish bakery business Aryzta is reportedly under scrutiny from activist investor Gregor Joos, who is seeking to block a capital raising exercise.


Baker Aryzta signs bank deals as part of EUR800m capital raising plan 11 Sep 2018

Under-pressure Swiss-Irish baking group Aryzta has signed a number of bank deals as part of its plans to raise EUR800m (US$930.1m) in capital.


Hochdorf lowers guidance following new production line delays 30 Aug 2018

Switzerland-based dairy ingredients and infant-formula supplier Hochdorf has downgraded its forecast for the second half of the year.

Latest blogs

Nestle announces changes to senior team with new CEO on horizon 27 Sep 2016

Nestle, set to welcome a new CEO on 1 January, has announced more changes to the make-up of its senior management team.


Steinemann to step down as Barry Callebaut CEO 6 Nov 2014

Barry Callebaut, the world's largest B2B chocolate supplier, said today (6 November) Juergen Steinemann would step down from his role as CEO next year.


Food security - the debate rages on 1 Apr 2014

The UN's latest report on climate change grabbed headlines around the world yesterday (31 March) with claims of the "pervasive" impact of global warming, a higher risk of flooding and changes to crop yields. But the report simply refuelled the debate over the precise impact of climate change on food security.