All News Analysis articles – Page 6
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News AnalysisDoes TTIP threaten the protection of UK speciality foods?
We can’t protect every sausage.” That was the ominous warning from German agriculture minister Christian Schmidt…
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News Analysis
Green shoots of recovery: analysts' views on Tesco
We look at analysts’ reactions to Tesco’s Christmas trading update to see whether Dave Lewis’ new strategy has won over – or at least reassured – the City.
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News Analysis
2015 remains tough but Sainsbury's will be buoyed by solid Christmas numbers
Sainsbury’s third quarter trading has been dubbed its worst festive period in a decade, but the lower than expected sales fall is more evidence that the supermarkets seem to have avoided the catastrophic festive slump some had predicted.
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News Analysis
It's hard to argue with Waitrose's bumper Christmas
The big four might be steeling themselves for a long, tough 2015, but life at the premium end of the grocery market continues to be far more enjoyable.
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News Analysis
Tesco's Christmas trading could prove cause for cautious optimism
With Tesco, Sainsbury’s and M&S all set to report declining sales again this week, the food retailers would be forgiven for fearing this year looks just as grim as 2014.
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News Analysis
Food and drink SMEs to step up M&A activity in 2015
A new year and a new start is almost upon us, bringing with it that annual sense of optimism which makes us resolve to go to the gym more, eat more fruit and veg, quit smoking and cut down on alcohol.
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News Analysis
Is the budget end of the grocery market slowing down?
A lot has been made of the “free ride” the mainstream supermarkets have given the discounters over recent months, but today’s Kantar Worldpanel data seems to point to tougher conditions at the value end of the market.
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News Analysis
Pastygate seems a long time ago for booming Greggs
As turnaround years go, they rarely come much better than 2014 has proved for Greggs.
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News Analysis
Market caution over Sainsbury's takeover rumours is understandable
One of the market’s unwritten rules is that any company subject to takeover rumours will get a nice share price boost.
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News Analysis
Ocado can reflect on a solid 2014 but the fireworks are still to come
Ocado’s growth may have slowed a touch in the fourth quarter, but it seems a little churlish to pick holes in solid figures that show the company surviving the current grocery retail chaos and coping with tough comparables.
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News Analysis
Glanbia bulks up for 2015 growth
This week Irish food group Glanbia was selected as one of Jefferies’ top 15 top buy-rated stocks primed for growth 2015…
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News Analysis
Margin resets and junk status looming: analysts' views of Tesco
We look at analysts’ reaction to Tesco’s latest profits warning and where this leaves Dave Lewis’ plans to turn around the ailing grocery giant as we head into 2015.
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News Analysis
Investors banking on a Unilever spreads sell-off may be disappointed
When it emerged that Unilever is breaking out its spreads business into a separate division at a London investor conference last Thursday, the fmcg giant’s shares immediately shot upwards by around 3%.
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News Analysis
Premier is following a well-established supermarket playbook
The real surprise about Premier Foods’ demands for payment from suppliers is not that the company is doing it, but that it’s suddenly in the spotlight.
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News Analysis
Soft drinks slowdown: poor weather or price war?
Last week it was Britvic, now it’s AG Barr talking of a second half slowdown in the UK soft drinks market.
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News Analysis
Food prices have not hit the bottom yet
The British Retail Consortium has found that food prices have fallen for the first time since it began recording the data in 2006.
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News Analysis
McColl's reports solid numbers but investors want more
When McColl’s floated in February it was one of the few early year IPOs that did not garner a euphoric reception. Despite its solid full-year sales this morning, wary investors will be feeling vindicated by their caution.
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News Analysis
Consumer goods M&A boost as giants tidy up their balance sheets
The global consumer goods sector is back in business this year, with international M&A up by 75% by the end of the third quarter.
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News Analysis
2015 could be the year Ocado goes international
After a catastrophic late summer share price fall, Ocado has been quietly recovering ground in November.
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News Analysis
Farms and meat processors bear brunt of supermarket pressure
The UK agriculture and meat industries are feeling the brunt of pressure from supermarkets as insolvencies in the UK food and drink sector increase sharply.
