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Foodservice strategy

The great repositioning of instant noodles in China

13 December 2018 | Peter Peverelli

China may be the world's largest market for instant noodles but sales have stuttered in recent years. How have manufacturers reacted and what could lie ahead? ... read more

Unilever's 2018 investor day - six things to learn

11 December 2018 | Dean Best

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. ... read more

October matches 2018 high for food M&A - data

2 November 2018 | Dean Best

As food companies look to M&A to gain an edge, just-food's index of deals in the international packaged food sector outlines the volume of deals being announced each month. ... read more

Greencore switches to "singular focus" after US exit - analysis

15 October 2018 | Andy Coyne

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. ... read more

Has Aryzta found right mix to grease recovery wheels?

4 October 2018 | Simon Harvey

Despite another year of losses, Aryzta says it can return to growth after selling assets - with potentially more to come. But success hinges on a vote on a capital-raising plan. ... read more

Can Conagra weather shifting trends with Pinnacle Foods acquisition?

28 June 2018 | Simon Harvey

Conagra Brands finally reached a deal this week to acquire Pinnacle Foods, creating a leading player in the US frozen food category with combined sales of US$11bn. Yet the market reaction was less than positive, with some analysts questioning whether the merger puts too much faith in demand for frozen foods holding up in the longer term and the inherent risk should it not. Simon Harvey takes a look.... read more

The Millennials are taking over. But why are they so miserable?

25 June 2018 | Ben Cooper

This year sees the last of the Millennial cohort reach adulthood. The world over they punch above their weight in terms of their influence and the interest they receive from brands. However, the economic prospects for the generation differ widely between mature and emerging markets, Ben Cooper writes.... read more

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

9 April 2018 | Dean Best

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

General Mills' profit warning - five things to learn

27 March 2018 | Dean Best

General Mills caused grumbles on Wall Street last week with another downward revision to its forecast for a key profit metric - the second change announced in a month. The US group "feels good" about its top-line performance but knows it needs to work on its profitability, even if it insists some of the factors affecting its bottom line are sector-wide. How General Mills reacts will be keenly watched by investors and industry. Dean Best reports.... read more

Is Spain's healthy-eating push enough?

22 March 2018 | Ben Cooper

Spain has become the latest country to see government and industry jointly launch a plan to cut the levels of salt, sugar and saturated fat across a range of foods. Ben Cooper looks into the initiative.... read more

What's on the minds of FMCG digital strategists in the UK?

21 March 2018 | Dean Best

We know the digital sphere is having a profound impact on consumers but how can the food industry shape their businesses to capitalise? At the latest Millennial 20/20 conference and exhibition, held in London last week, just-food heard the digital issues taxing the minds at FMCG companies operating in the UK, including Kellogg and Arla Foods.... read more

Greencore warning vindicates market doubts about US foray - analysis

15 March 2018 | Andy Coyne

Ireland's Greencore has disappointed investors and analysts alike with a profit warning, a US factory closure and a shake-up of its US leadership team. Andy Coyne looks at the issues it is facing.... read more

Can new CEO Steven Oakland rebuild TreeHouse Foods?

8 March 2018 | Simon Harvey

TreeHouse Foods has hired industry veteran Steven Oakland to rescue what has become a sinking ship under the weight of its acquisition of the then ConAgra Foods' private-label arm in 2016. Simon Harvey looks at the job in hand for the former J.M. Smucker chief executive, who inherits a transformation programme still in its infancy and losses of more than US$200m.... read more

How to tap into growth of Europe's foodservice market

7 March 2018 | Virginie Pernin, chief analyst at IRI GIRA Foodservice

In Europe's main markets, purchases of food and drink to consume outside the home have been growing at an average of 2.5% per year since 2015, with growth rates in some countries putting grocery retail in the shade. Virginie Pernin, chief analyst at IRI GIRA Foodservice, considers the reasons for this growth and the developments to look out for in the future.... read more

These are troubling times for the UK meat sector - analysis

26 February 2018 | Ben Cooper

The recent spate of food safety infractions in UK meat and poultry production was followed by the publication late on Friday of further worrying revelations in The Guardian newspaper. Ben Cooper assesses the implications of this succession of incidents and reports for the UK meat sector, its regulators and the food manufacturers that depend on them both.... read more

How will brands connect with consumers in the post-trust era?

22 February 2018 | Ben Cooper

The latest Edelman Trust Barometer found levels of trust in the US general population have declined by the largest margin the survey has ever recorded, while classifying 20 of the 28 countries surveyed as "distrusters". Ben Cooper asks Tonia Ries, executive director of Edelman Square, the intellectual property unit of the global PR giant, what declining trust means for brands and their relationship with consumers.... read more

Kellogg's 2017 results and 2018 outlook - four things to learn

11 February 2018 | Dean Best

Kellogg enjoyed improved profitability in 2017 but again saw pressure on its top line, with, notably, its US morning foods business continuing to suffer. However, some industry watchers saw some signs of progress in the fourth quarter - and even across the year as a whole. All eyes will be on how recently-installed CEO Steve Cahillane believes he can improve the cereal and snacks giant's performance.... read more

Food M&A volumes hit index high in January - data

7 February 2018 | Dean Best

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

Is the Bell Food Group-Huegli deal a win-win?

19 January 2018 | Andy Coyne

Andy Coyne looks at the motives behind Bell Food Group's acquisition of Huegli and asks whether both parties are likely to benefit from this all-Swiss affair?... read more

The food industry in 2018 - bolder aims, broader horizons for sustainability

1 January 2018 | Ben Cooper

Food companies are being spurred by the UN Global Goals and heightened consumer expectations to increase the ambition and broaden the scope of their sustainability programmes. Ben Cooper identifies the issues and trends that will shape policy and action in 2018. ... read more

just-food's 2018 Confidence Survey - how you see innovation, digital sphere and sales channels

1 January 2018 | Ben Cooper

The final part of the just-food 2018 Confidence Survey looked at innovation and sales channels.... read more

Food companies seek boost from revenue growth management

6 December 2017 | Simon Creasey

In mature markets, some manufacturers are finding top-line growth hard to come by. Revenue growth management might help. We analyse the benefits and challenges. ... read more

Capturing the vegan opportunity in UK foodservice

6 December 2017 | David Burrows

The number of vegans in the UK has rocketed in the past decade, while the number of meat-eaters looking to reduce their consumption of meat continues to rise. Both trends represent an opportunity for foodservice operators in the country and their suppliers but how can ride the wave? David Burrows reports.... read more

Tyson Foods' "record" FY 2017 and prospects for new year - 7 things to learn

16 November 2017 | Andy Coyne

Tyson Foods this week issued a set of annual results that included rising sales, a record level of operating income and record earnings per share. Andy Coyne looks at where it all went right for the US food industry giant and at its prospects for the next year.... read more

McCormick hot on Reckitt sauces deal despite fiery multiple

21 July 2017 | Dean Best

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.... read more

Does sustainability sell in the UK?

13 July 2017 | Ben Cooper

Consumer concern has long been a reason for food companies to take sustainability seriously. But what is the relationship between consumers and food sustainability in the UK? ... read more

Yum! throws money at Pizza Hut turnaround, Fiesta Restaurant Group feeling investor pressure, France's Elior seals India deals - foodservice focus, May 2017

8 June 2017 | Dean Best

May saw Yum! Brands set out its plans to boost the performance of its flagging US Pizza Hut chain, investor pressure on US fast-casual operator Fiesta Restaurant Group and France-based contract caterer Elior Group finalise two acquisitions in India.... read more

McDonald's signals delivery ambitions, Ruby Tuesday mulls future, Restaurant Group's latest turnaround bid - foodservice focus, March 2017

5 April 2017 | Dean Best

March saw McDonald's set out its desire to make a big push into restaurant delivery, US chain Ruby Tuesday admit a sale of the business could be on the cards and The Restaurant Group, the UK chain behind Chiquito and Frankie & Benny's, announce its latest bid to improve its performance.... read more