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 Trends And Developments - Monthly Company Performance - DEC 2014

Americas October 2014 / Global / Industry

Since the last Monthly Company Performance, we have closed two and opened three new agribusiness views. On September 17, we closed our bullish US ethanol producers vs. US oil refiners view, with an implied gain of 20.61%. On October 7, we ended our bullish Thai livestock view with an implied gain of 5.17%, and have since opened a view on the relative performance of Thai livestock vs. the SET index. We are opening two new views, which we outline in this article.

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Global Industry Overview - Food & Drink Global Industry Overview - Q314 - DEC 2014

Asia October 2014 / Global / Industry

The July-September third quarter period represented a firm step back from the cautious optimism surrounding the state of the global economy that gathered momentum from the second half of 2013 into the first quarter of 2014 particularly. Declining food prices, deflation or the threat of it in a number of European countries especially and a broad-based sell-off in emerging market assets have dominated headlines over recent weeks. While the eurozone looks particularly weak with France, Italy and Spain standing out, the outlook for food and drink companies across a number of sub-sectors still looks sound in key markets like the US and UK.

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Company News Alert - Magnit Flying In High Inflation Environment - DEC 2014

Emerging Europe October 2014 / Russia / Industry

Unlike consumer discretionary sectors such as autos and consumer electronics, food retail is far less vulnerable to the ongoing inflationary surge in Russia on the back of considerable weakening in the rouble through 2014. This trend has been further stocked by the restrictions imposed on food imports from the West since August. Discount store leader Magnit is flourishing in this environment and will continue to report strong same-store growth numbers over the coming months

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Company News Alert - M&A Interest Re-enforcing Recovery View - NOV 2014

Middle East & Africa October 2014 / Egypt / Industry

This is a good time for food and drink companies to actively pursue expansion in Egypt, be it organically or via acquisitions. The pace of real GDP growth will pick up markedly over the coming years, helped by greater political stability and low base effects. Egypt is re-establishing its position as the standout growth market for consumer companies in the Middle East and North Africa (MENA) region.

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Company News Alert - Impending Medical Nutrition Sale To Boost Danone - DEC 2014

Western Europe October 2014 / Global / Industry

By selling its medical nutrition business, Danone will free-up resources to be re-invested back into its more promising infant formula business. Infant formula is arguably the strongest growth opportunity out of the major food sub-segments; margins are strong, demand from Asia (especially China) will continue to grow strongly and brand pedigree is hugely important given food safety concerns, particularly in China.

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