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 - Agribusiness Sector Strategy - JAN 2015

Americas November 2014 / Global / Industry

Since our last Monthly Company Performance article on October 8, we have closed our long-held view of seed company outperformance (represented by Monsanto, Syngenta, and DuPont) over machinery companies (represented by Deere & Company, Mahindra & Mahindra, AGCO, CNHI and Kubota) with an implied gain of 0.2%. Since we initiated the view, machinery companies have generally performed very poorly while both Monsanto and DuPont have seen their share prices increase.

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Industry Trend Analysis - Little Growth Expected In Japanese Retail - JAN 2015

Asia November 2014 / Japan / Industry

The Japanese mass grocery retail (MGR) sector offers very little to be excited about, despite a gradually improving economy and the wealth of the average consumer. Supermarkets sales have been on the decline for much of the past few years. Though a number of countries have experienced a similarly poor performance in parts of the food retail sector, mainly large out-of-town hypermarkets in the developed world, the high-growth areas of convenience and discount stores have typically picked up some of the slack.

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Industry Trend Analysis - Consumer Outlook - Czech Republic - Q1 2015 - JAN 2015

Emerging Europe November 2014 / Czech Republic / Industry

High-frequency indicator readings in Q314 already lend support to our view private consumption is poised to slow in H214. Retail sales growth slowed to 6.2% y-o-y in July from 8.5% the previous month, while consumer confidence continued to deteriorate in August from the previous months. Growth in average real wages also exhibited signs of deceleration in Q214, expanding by 2.1% y-o-y from 3.1% the previous quarter. This would neutralise the positive effect of the almost flat rate of consumer price growth throughout H114 on consumers' purchasing power.

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Industry Trend Analysis - Greater Output Growth Following Export Ban Reversal - JAN 2015

Middle East & Africa November 2014 / Egypt / Industry

We have revised up our rice production forecasts for 2015/16 and beyond, as the Egyptian government has recently re-allowed rice exports from the country following a ban enforced since November 2013. We now believe that rice output will grow 1.5% y-o-y in 2015/16, compared to our prior forecast of 0.8% y-o-y.

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Global Company Strategy - Diageo Plc - JAN 2015

Western Europe November 2014 / Global / Industry

UK-based spirits firm Diageo is one of the world's leading premium drinks companies, with a presence in more than 180 countries. Diageo's vast portfolio of eight 'global priority brands' and 30 'local priority brands', among others, includes globally renowned products such as (in sales volume order): Smirnoff, Johnnie Walker, Guinness, Baileys, Captain Morgan, J&B, Cuervo and Tanqueray. Diageo also owns the Guinness beer company, which is based in Ireland.

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