Mark Schneider news, comment and analysis – Page 3
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NewsCity News: Market buoyed by Nestlé’s growth despite warnings of further price hikes
Nestlé warned of further price increases this week, on top of the existing 5%-plus price hikes this year, but analysts were buoyed by the fmcg giant’s continued organic growth
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NewsMedia Bites 22 April: Nestlé, EG Group, Boots, THG, Poundland, Carlsberg, AB InBev, Oatly
The papers are packed with food and drink news this morning as Nestlé warns of more price rises, consumer confidence plunges, THG reveals it has become a takeover target, fears that a sale of Boots may be stalling and more…
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NewsCity snapshot: Nestlé warns of further price increases as inflation boosts growth
The world’s largest food group Nestlé has warned of further price increases on top of its existing 5%-plus price hikes amid a “sharp” rise in costs. Plus, THG rejects ‘numours’ offers as it posts strong growth, but losses of £130m.
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NewsMedia Bites 28 March: Boots, Sainsbury’s, UK retail sales
Four private equity firms are understood to have given presentations to Boots’ management team and submit second round offers in the coming weeks
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RankingsThe great grocery punch-up: Britain’s Biggest Brands 2022
Brands triumphed during the lockdown era. But as restrictions come to an end, inflation soars and the supply chain crisis worsens, own label looks ready to stage a comeback
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NewsNestlé downplays data hack by Anonymous in retaliation to Russia business
The band of hackers said last night it had leaked thousands of Nestlé emails, passwords and client contacts ‘in retaliation for continuing the company’s business in Russia’
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NewsMedia Bites 18 February: Nestlé, Reckitt Benckiser, Ocado
The papers take a closer look at full-year results for Nestlé and Reckitt Benckiser.
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NewsCity snapshot: Nestlé posts strong growth but inflation hits margins
Nestlé has reported strong annual growth in 2021, driven by continued retail growth and a recovery in out of home, though profit margins were hit by cost inflation. Plus Ocado and Groupe Casino deepen partners and Reckitt’s margins hit by costs.
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Analysis & FeaturesBack to the drawing board: what does Unilever do now?
Its £50bn bid for GSK’s consumer healthcare business rejected, can Unilever’s under-pressure management restore City trust?
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Analysis & FeaturesFood & drink in the stock market: who’s up and who’s down?
Covid, Brexit, labour shortages – plcs have had plenty to contend with. So how have stocks fared amid the turmoil?
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Analysis & FeaturesWine trains to pigs-in-blankets shortages: the battle to save Christmas from crisis
Turkey, mince pies and pigs in blankets were all touted to be in short supply, so has the food industry (and government) done enough to save Christmas?
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Comment & OpinionHow fmcg players are managing the triangle of inflation, pricing and elasticity
With both Eurozone and UK inflation reaching more than 4% in October, the cost squeeze is really starting to bite, says Warren Ackerman, head of European consumer staples research at Barclays
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NewsNestlé leads the pack of consumer giants growing despite inflation
Global fmcg players proved this week mounting inflation is not necessarily a barrier to growth, but warned that consumers will have to get used to higher prices
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NewsLabour and supply chaos reflected by profit warning hike
Overall, 65% of consumer-facing profit warnings cited cost or supply issues in the third quarter
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NewsCity Snapshot: Nestlé enjoys ‘strong’ organic growth thanks to price hikes and return of OOH
Rising prices, continued elevated demand at supermarkets and a recovery in the out-of-home channel has helped Nestlé boost organic growth by 7.6% in the first nine months of 2021. Plus, Deliveroo updates on Q3; and UK inflation rate slows down in September.
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NewsCity Snapshot: Just Eat continues to thrive as world returns to normal
Growth at Just Eat Takeaway has remained “strong” in the third quarter despite large parts of the world retunring to pre-pandemic life. Plus, THG comments on yesterday’s dramatic 35% share price fall; Nestle changes its geographic zone structure; and Kerry Group kicks off its virtual capital markets day.
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Comment & OpinionNestlé’s plant-based push is a major challenge to the vegan sector’s biggest players
Nestlé will be able to battle rivals on taste, natural credentials and price
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NewsNestlé unveils plans for swathe of plant-based fish and egg alternatives
The brand is trialling vegan ‘shrimp’ and egg alternatives in Switzerland with an eye to eventually launching them in the UK
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NewsMedia Bites 7 Oct: Tesco, Ocado, Imperial Brands
Tesco reported a doubling of first-half profits and raised its full-year outlook - shrugging off the challenges posed by supply chain disruption
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NewsCity Snapshot: Nestlé ‘working hard’ to maintain Christmas supply of Quality Street
Nestlé has warned over potential supply problems ahead of the key Christmas period after being dragged into the ongoing crisis hitting all areas of the food industry.




