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...

Company News Alert - SABMiller Hotel/Gaming Sale Part Of Africa Reshuffle - SEPT 2014

Americas July 2014 / Global / Industry

In a widely anticipated development, beer giant SABMiller is to sell its 40% stake in the South African entertainment (hotels and casinos) group Tsogo Sun for around USD1.1bn. As a non-core holding, this has been on the cards for some time and ties into a wider strategic reshuffle of SABMiller's Africa business, with its South Africa and Africa beer and soft drinks businesses set to merge having historically reported separately.

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Industry Trend Analysis - Danone And Coca-Cola Ahead Of Peers On Clean Bottling Move - AUG 2014

Asia July 2014 / Global / Industry

We believe Coca-Cola and Danone's recent investment in biotechnology developer Avantium demonstrates the increased concern among food & drink companies over the sustainability of their packaging practices. This fits into a broader push from multinationals to top their industry in Environment, Social and Governance (ESG) practices.

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Industry Risk/Reward Ratings - Russia Remains Top Of CEE Ratings - SEPT 2014

Emerging Europe July 2014 / Europe / Industry

As growth continues to pick up across Central and Eastern Europe (CEE), the food and drink landscape will benefit from improving sentiment, rising private consumption, and a more favourable investment environment. Russia, Turkey and Poland make up the leading pack in our Q314 ratings, with Russia continuing to be the standout opportunity on a rewards basis, despite the ongoing Russia/Ukraine crisis. These three markets offer the best long-term growth opportunities in the region, due to their much larger populations than their peers. Behind the leading three, a group of eight countries from Latvia to Lithuania are similarly rated in our rankings, and will continue to jockey positions.

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Industry Trend Analysis - Monthly Company Performance - SEPT 2014

Middle East & Africa July 2014 / Global / Industry

We believe US poultry companies will outperform diversified US meat producers over the next six to nine months, due to stronger prospects for the US poultry sector. We maintain our view for dairy companies and chocolate producers to outperform the Bloomberg Food Index over the coming year. We reiterate that machinery companies will underperform seed companies over the coming year. US ethanol producers will outperform US oil refiners over the next three to six months due to favourable industry dynamics and lower feedstock prices.

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Industry Trend Analysis - Price Cuts Failed To Boost Volumes; Targeted Initiatives To Come - SEPT 2014

Western Europe July 2014 / Europe / Industry

Price cuts and promotions at retailers in the EU have endangered margins more than they have managed to reignite volume growth over the past years. In this context, retailers will turn away from traditional trade promotions and find more effective ways to attract customers. Retailers will refocus their offering on local products and better targeted promotions through digital marketing.

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