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 - Mounting Competition In US Craft Beer Winning Story - MAR 2016

Americas February 2016 / United States / Industry

The US craft beer industry will remain on a rapid growth path throughout our forecast period to 2020, as millennial consumers continue to reshape consumption patterns. Competition will rapidly intensify as more microbreweries open and beer majors strengthen their presence in the segment, which will create challenges at the company level for craft brewers.

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Global Industry Overview - Global Industry Overview - Q415 Roundup - MAR 2016

Asia February 2016 / Global / Industry

The consolidation theme remained firmly intact over the July-September period as AB InBev declared its intention to buy SABMiller - if it closes over the comings weeks and months the acquisition cost will likely exceed USD100bn, which would probably make it the biggest deal anywhere globally in 2015.

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Regional Overview - Five Key Themes For Europe Agribusiness - MAR 2016

Emerging Europe February 2016 / Europe / Industry

The EU is in the midst of modifying several of its policies related to agriculture. The ongoing reform of the EU's renewables and biofuel policy will limit palm oil import demand growth in Europe in the coming years. Meanwhile, changes to the CAP will have a clear impact on production levels, including for milk and sugar. The dairy sector will also face consolidation in the coming years, with Western EU member states outperforming.

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Market Strategy - Agribusiness Sector Strategy - MAR 2016

Middle East & Africa February 2016 / Global / Finance

The agricultural equity complex will continue its cyclical improvement over the coming weeks. This will come as agricultural prices rebound and large-cap agricultural equities look relatively cheap. We are playing this tactically through bullish views on the sugar and palm oil sub-sectors.

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Company Trend Analysis - Unilever Well Positioned Despite Volatility - MAR 2016

Western Europe February 2016 / Global / Industry

Unilever effectively operates two fast-moving consumer's goods (FMCG) manufacturing businesses - food and beverages, and home and personal care. Like most globally positioned consumer staples companies with a large emerging markets bias (accounting for close to 60% of total Unilever sales), it has been challenged by the widespread loss of value across almost all emerging markets currencies and the re-rating in growth outlooks across key markets like Brazil and South Africa.

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