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The Unilever Purchase - Does buying Sara Lee Soaps signify a new strategy?

September 28, 2009

Analysis of:Unilever Plans to Buy Sara Lee Soaps for $1.9 Billion | www.bloomberg.com

Unilever plans to buy Sara Lee Soaps for $1.9 Billion - biggest purchase since the triad of Bestfoods, Slim-fast and Ben & Jerry. This purchase looks expensive under the existing strategy of brand conolidation to bigger fewer brands. The same money put into trade funds would be more efficient. Perhaps there is more...a 'back to the future strategy' returning to its roots, as a sprawling trading company?

Del Monte Pet Products Business can Survive Private Label

September 8, 2009

Analysis of:Del Monte profit beats expectations; shares jump | www.reuters.com

Del Monte achieved over 20% growth in net sales within the pet products category for its fiscal quarter ending August 2nd 2009, putting the 4.7% growth in consumer products in the shade. Is this pet products action sustainable growth or just one-off pricing action? What are the potential impacts of private label in pet food in the months and years ahead?

Starbucks Innovation Dilemma

September 4, 2009

Analysis of:Starbucks: So Long, Sorbetto | www.flex-news-food.com

Starbucks innovation is about solving the riddle of 'instant' vs 'fresh made for you' - instant or pre-packed is simple and convenient and fast, but fresh made is what consumers want in-store. It has solved this riddle in coffee, but the next obvious step, ice drinks and ice confections, is still not convincing.

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