Food and Drink Insight

Food & Drink Insight brings you analysis of regional trends, regulatory changes, projects and investments plus competitive intelligence on the growth strategies of leading companies in the sector

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Key stories from this month's issue...

Industry Trend Analysis - New Sugar Tax Unlikely In 2016 - MAY 2017

Americas March 2017 / Mexico / Industry

While the sugar tax had some early success in its first two years, soft drink companies have recovered to the extent that fresh calls for further taxation are being debated. Fiscal reasons could prompt the government to move forward with the proposal but we generally believe the budget to be in a good enough position not to force the government's hand during 2016.

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Industry Trend Analysis - YUM! Struggles In Low-Spending Environment - MAY 2017

Asia March 2017 / India / Industry

Consumer spending has remained constrained even as the rest of the economy posts strong headline growth rates. This is weighing on quick serve restaurants, with the immediate outlook for YUM! Brands remaining unattractive. While Jubilant FoodWorks has outperformed and gained market share, we believe increased competition will become a concern for the company over the coming quarters.

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Company Trend Analysis - McDonald's Sales Up, But Long-Term Challenges Remain - MAY 2017

Emerging Europe March 2017 / Global / Industry

McDonald's turnaround plan will provide some relief to same-store sales over the coming quarters, despite fast food chains losing to fast casual restaurants. Over the longer term, while the refranchising strategy will further boost profitability - already huge by industry standards - adapting to changing industry dynamics and sustaining growth will prove difficult for McDonald's.

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Industry Trend Analysis - Krispy Kreme Entrance A Risky Proposition - MAY 2017

Middle East & Africa March 2017 / Nigeria / Industry

Krispy Kreme will face a challenge, as it seeks to enter the Nigerian market, at least in the short term. High costs of doing business, low brand awareness and a cautious consumer will mean that it will struggle to produce a return on its investment and margins will be tight or negative. We believe that doughnuts will peak the interest of consumers that can afford them however, focusing on beverage sales will help drive profitability.

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Industry Trend Analysis - Diversification The Key For Soft Drink Manufacturers - MAY 2017

Western Europe March 2017 / United Kingdom / Industry

Following the release of details around the proposed Soft Drinks Industry Levy by the UK government, we highlight reasons for optimism as British soft drink manufacturers diversify their portfolio to offset the impact of the tax and appeal to wider health trends. Whilst it remains our core view that volumes of sugary drinks will be affected in the short-term, we believe the impact on long-term revenues will be minimal.

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