M&A analysis
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Analysis & Features
The Top 150 UK Food & Drink Supplier Rankings & Report 2024
Almost half the UK’s 150 biggest food and drink manufacturers increased sales by 10% or more in 2023 – but margins are still being squeezed. What next for the ‘recovery phase’?
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Analysis & Features
OC&C Global 50: how have fmcg giants fared in yet another stormy year?
The major multinationals saw sluggish growth in a turbulent 2023 and, despite falling inflation, are struggling to regain momentum
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Analysis & Features
Who holds the power in UK dairy?
UK dairy has become ‘more polarised towards the bigger players’ over the past five years. Here’s a look at the 15 biggest and how they’ve risen to the top
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Analysis & Features
Why is Unilever selling its ice cream business?
Unilever wants to spin off its £7bn-sales global ice cream business. Why? Who wants to buy it? And will it work?
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Analysis & Features
Why has the ‘Chicken King’ sold poultry arm to himself?
2 Sisters’ European poultry business will now be run separately
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Analysis & Features
Mars’ $36bn deal for Kellanova is a vote of confidence in snacking
Mars’ blockbuster deal is a huge bet that the shift towards snacking is here to stay – even across HFSS food. Will it inspire more M&A in fmcg?
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Analysis & Features
What are the challenges for Reckitt’s sell-off strategy?
The group is planning to sell non-core brands and focus on ‘Essential Home’
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Analysis & Features
Why has Carlsberg tabled a £3bn bid for Britvic, and why was it knocked back?
The Danish brewer’s bid has set Britvic shares racing. But who stands to benefit most from a potential pairing?
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Analysis & Features
Can St Tropez and Nigeria exits fix PZ Cussons’ woes?
Long-suffering shareholders have backed the new action plan
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Analysis & Features
Out of the ashes: Why pre-pack deals have left drinks suppliers raging
A spate of pre-pack administration deals have left hordes of suppliers out of pocket. How ethical is this so-called ‘phoenix-ing’?
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Analysis & Features
When will the price be right to get deal volumes moving?
Newlat’s exit from Princes takeover talks reflects a market in which deals are not getting done. What’s stalling activity, and will it pick up?
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Analysis & Features
How Britain’s 150 biggest food and drink suppliers are faring
Big or small, own-label or branded, the UK’s food and drink suppliers are struggling to balance cost inflation recovery with volume and share, finds the OC&C 150 report
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Analysis & Features
Is private ownership just what Finsbury Food needs?
Suitor DBay wants to build a bakery powerhouse through M&A
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Analysis & Features
Why would Amazon want to buy Ocado?
Continued losses dog the group, but Ocado could make a valuable prospect for a big player seeking automation and online grocery dominance
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Analysis & Features
Asda’s EG Group acquisition: everything you need to know
Asda has acquired EG Group’s UK & Ireland operations, and sees a ‘huge runway’ for growth to become the UK’s second-largest grocer again
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Analysis & Features
What Lloyds Pharmacy’s woes says about the state of British chemists
As Lloyds reviews all stores, where do pharmacies go from here?
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Analysis & Features
Cérélia and Jus-Rol: does the CMA have a point in blocking the deal?
Cérélia is appealing the decision, but does the CMA have a point?
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Analysis & Features
How is Valeo Foods performing for Bain after £1.5bn buyout?
Acquisitions are now more complex and the debt mountain is €1.6bn
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Analysis & Features
Tired old Boots needs a beauty makeover after Walgreens cancels sale. But how?
Walgreens Boots Alliance has given up trying to sell the UK pharmacy. So what’s the future for Boots and its many ‘tired high street shops’?
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Analysis & Features
Why is Kellogg’s splitting in three and will it work?
Kellogg’s announced a shock split of its business last week, spinning out North American cereals to focus on its higher-growth snacking brands