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Dean Best

Moving on up – upcycling in the US

22 April 2021 | Dean Best

A year of three meals a day indoors has brought home the issue of food loss and waste to more consumers and the emerging upcycled-food industry believes this is its moment. ... read more


Private equity, Flowers Foods touted for Weston Foods bakery assets

20 April 2021 | Dean Best

North American bakery businesses Weston Foods is up for sale. We look at why – and what level of interest there could be in the assets. ... read more


Leerdammer deal shows M&A strategies can be as different as chalk and cheese

31 March 2021 | Dean Best

One of western Europe's most prominent brands of cheese, Leerdammer, is set to change hands. Dean Best looks at the possible rationales buyer and seller may have for the deal. ... read more


The alternative-seafood minnows eyeing the big catch of Asia

26 February 2021 | Dean Best

A huge market for seafood, Asia could be a lucrative opportunity for companies offering plant-based alternatives – but challenges face the companies looking to reel in consumers. ... read more


A "moral obligation" ... and "future-proofing" the company – Nestle's mission on emissions

9 December 2020 | Dean Best

The world's largest food maker has caught the eye with the announcement of its plan to go "net zero". We canvass reaction from campaign and investor circles. ... read more


Beyond Meat's Q3 prompts plant-based reassessment

18 November 2020 | Dean Best

In the wake of quarterly results that disappointed Wall Street, Dean Best reports on some of the questions facing Beyond Meat – and the plant-based meat category. ... read more


ABF stays pragmatic amid recent Covid-assisted grocery growth

4 November 2020 | Dean Best

Covid-19 has helped drive Associated British Foods' grocery arm and the UK group is keen to build on that growth but, for all the recent gains, remains judicious in its thinking. ... read more


Data may trump D2C debate as Nestle swoops for Freshly

2 November 2020 | Dean Best

Nestle has paid a healthy multiple for a firm that, while growing rapidly, may remain a leader in a niche. But it's the consumer data on offer that could give the deal some spice. ... read more


Danone looks for lift after recent woes

19 October 2020 | Dean Best

According to CEO Emmanuel Faber, Danone needs to "reinvent itself again". Dean Best reports on the Alpro maker's quest to get back on track. ... read more


Why might have Ferrero reached into tin for Fox's Biscuits?

9 October 2020 | Dean Best

In buying a clutch of Fox's Biscuits assets, Ferrero has bought a tired brand in a mature category. Might the Italian giant's move be for another reason? ... read more


"It's going to be a marathon and it’s going to be worth it" – weighing up the prospects for plant-based meat in India

6 October 2020 | Dean Best

What is the opportunity in a country where meat consumption is relatively low and the quality of many of the meat-free products on sale has been deemed to be mediocre? ... read more


BellRing Brands playing long game after Q3 stumble – top takeaways

12 August 2020 | Dean Best

BellRing Brands tripped up in its latest quarter, with a sales decline that surprised the market, but the US active nutrition business insists it has the stamina to succeed. ... read more


More impairment charges but Kraft Heinz is seeing some progress – takeaways from H1 and outlook

3 August 2020 | Dean Best

Kraft Heinz's latest batch of impairment charges spooked the market but, beyond the work on the balance sheet, the US giant's turnaround programme is progressing. ... read more


Danone on US plant-based, China baby food and consumers trading down – key takeaways from Q2 results and outlook

30 July 2020 | Dean Best

The US plant-based market, baby food in China and the prospect of consumers trading down were among the hot topics as Danone discussed its latest numbers. ... read more


Bullish Mondelez expects sales to pick up – 5 things to learn from H1 results and outlook

29 July 2020 | Dean Best

As Mondelez predicted, its sales slowed in Q2 but the bullish US giant sees growth picking up and is making changes to its ranges and NPD to aid sales and reduce costs. ... read more


At-home food "hidden jewel" as Unilever’s H1 surprises market – 5 things to learn

23 July 2020 | Dean Best

Unilever's Q2 did not prove as weak as the City feared, with at-home food contributing to better-than-expected sales – though the outlook for foodservice remains uncertain. ... read more


Lindt confident amid near-term Covid-19 pressure – top takeaways from H1 results

22 July 2020 | Dean Best

Lindt & Sprüngli saw H1 sales and profits slide but, though cautious about the near term, the chocolate maker stands by its longer-term prospects. ... read more


Nordic major Orkla on brands, foodservice, M&A – six things to learn from H1 results and outlook

14 July 2020 | Dean Best

Orkla, the FMCG major that's a bellwether for trading in the Nordics, has filed its H1s. Here's what you need to know. ... read more


McCormick rides home-cooking wave – six things to learn from US group's Q2 and outlook

1 July 2020 | Dean Best

McCormick & Co. always appeared a likely beneficiary of the Covid-19 lockdowns – and the company's Q2 numbers have borne that out. ... read more


Premier Foods' progress – five things to learn from FY results and management outlook

24 June 2020 | Dean Best

In another eventful year, UK manufacturer Premier Foods managed to grow its revenue and underlying earnings. What lies ahead for what seems now to be a more robust business? ... read more


"The genie is out of the bottle" – what would Unilever’s unification mean for food?

24 June 2020 | Dean Best

The long-time debate over Unilever's future in food has resurfaced amid the FMCG giant's plan to unify its legal structure. What could happen to the Knorr maker's food assets? ... read more


General Mills chief talks brands, recession, foodservice and M&A - seven things to learn

15 May 2020 | Dean Best

General Mills is among the packaged-food majors to benefit from pantry-loading and, this week, it virtually met with investors to discuss a range of topics. Here are the takeaways. ... read more


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

29 April 2020 | Dean Best

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. ... read more


What's giving the low-FODMAP market in the UK indigestion?

29 April 2020 | Dean Best

Given estimates of the prevalence of irritable bowel syndrome in the UK, a sizeable low-FODMAP market has been expected to take shape. But, so far, it hasn't. Why? And can it? ... read more


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

27 April 2020 | Dean Best

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? ... read more


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

24 April 2020 | Dean Best

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? ... read more


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

21 April 2020 | Dean Best

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. ... read more


Meat processing emerges as Covid-19 hot-spot in North America - analysis

15 April 2020 | Dean Best

The meat industries in the US and Canada have seen factory suspensions and closures due to Covid-19. How can processors react? And what might be the impact on supply? ... read more


Kraft Heinz results underline investors will need patience – takeaways

14 February 2020 | Dean Best

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


Nestle might find positives in failure of Milkybar Wowsomes

12 February 2020 | Dean Best

Nestle may have pulled low-sugar chocolate product Milkybar Wowsomes from the market but the company might be able to still take some positives from the episode. ... read more


What’s next after Post, TreeHouse rip up cereal deal plan?

15 January 2020 | Dean Best

Post Holdings and TreeHouse Foods have called time on their proposed breakfast-cereal transaction amid opposition from US competition officials. What are their options now? ... read more


Good year, bad year – who fared well (and not so well) in food in 2019

19 December 2019 | Dean Best

just-food looks back at the companies who made the headlines for the right – and wrong – reasons in 2019. ... read more


Chinese dairy giant Mengniu turns again to Australia

27 November 2019 | Dean Best

Why has Mengniu, one of China's largest dairy companies, moved to make another acquisition of an Australian business? We look at its deal for Lion Dairy & Drinks. ... read more


M&A, innovation and "purpose" - top takeaways from Unilever's 2019 investor summit

19 November 2019 | Dean Best

From Unilever's thinking on areas from M&A to innovation, we present the five things you need to know from the FMCG giant's investor event. ... read more


What next for ailing US dairy giant Dean Foods?

15 November 2019 | Dean Best

Dean Foods, the under-pressure dairy major, hopes filing for Chapter 11 and a possible takeover offers the best route forward for the business – but questions still remain. ... read more


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