Selling Magazine Subscriptions on Mobile Devises
May 10, 2011
Condé Nast to Sell Subscriptions on iPad | www.digidaydaily.com
This analysis deals with the use of mobile devises to sell magazine subscriptions, changes in revenue models, the good and bad points of going after this type of audience.
Kellogg's Leadership in the Cereal Market Under Attack
October 28, 2010
We are what you would call a heavy user household for the cereal category .With 4 teenage and junior high school kids what could be easier on those busy Monday through Friday mornings than a quick bowl of cereal. It’s convenient, nutritious and tastes good. The adult brands like Special K and Fiber One also work well for Mom and Dad.
Coffee Market Competition Remains Hot
October 20, 2010
Americans love their coffee and despite rising prices the love affair continues. Americans consume over $45 Billion dollars worth of coffee every year. Retail coffee shops like Starbucks drive most consumption but foodservice locations (offices, hotels, schools, restaurants) and the supermarket and grocery channel also drive strong sales. Despite a fickle and price sensitive consumer, coffee consumption continues to grow. As one would expect competition remains intense with ever growing crossover of retail brands (Starbucks, Dunkin Donuts, Caribou, Peets) into the home and foodservice channels.
Food Industry Mergers To Rise In 2011
September 7, 2010
Food Industry Mergers To Rise in 2011 | seekingalpha.com
Competitive activity remains intense,interest rates are ridiculously low and shoppers are more price sensitive than ever before. These factors will lead to further food industry consolidation in 2011. This is the first of a series of articles on potential merger or acquisition candidates for the supermarket industry. Think of it as fantasy football for the food industry. Some players go for a high value others are acquired on the cheap.In this part we will tackle the food retailers. Folks like Walmart ,Target and Kroger get the most news but many smaller retailers will need to continue to drive cost savings through mergers. The food retailing industry remains driven by actions of the consumer and the consumer is telling them they want better costs with great quality. This has led to food products being sold in all channels of trade. The food industry major retailers are classified into eight major types:Traditional Supermarkets: Kroger,Safeway,Super ValuMass Merchandisers: Walmart,Target,MeijerClub Stores :Costco,Sam's,BJ'sDollar : Dollar General, Dollar Tree,Family DollarDrug : CVS,WalgreensConvenience : 7-11,WawaNatural and Organic : Whole Foods,Trader JoesExtreme Value : Aldi,Save A-LotOne of the leaders in growth has been the dollar store industry with its ever expanding selection of food and consumer packaged goods. This has put pressure on traditional supermarkets like Kroger along with discounters like Walmart. Expect further consolidation in both traditional supermarkets and dollar stores.
Nestle Is The New 800 Pound Gorilla In Frozen Food
May 31, 2010
Nestle's recent acquisition of the Kraft frozen pizza division makes them the dominant player in frozen foods. With the acquisition, they add such well known brands as DIGiorno, Tombstone and California Pizza Kitchen to their already powerful frozen entrees and snacks brands (Stouffers,Lean Cuisine,Hot Pockets) With sales of more than $5.6 B in frozen foods they are more than triple their next major competitor Conagra with sales of $1.8B.
Private Label Performs in a Tough Market
February 11, 2010
Short Stop Battle of the Brands | finance.yahoo.com
Recent earnings results by Ralcorp (RAH) and AIPC (AIPC) have been met with a positive response from investors. Both companies delivered improved earnings growth with flat volume pulled lower by price deflation. Of course, it doesn't hurt that the stock market has gone negative and defensive stocks like food companies are by their nature more in favor during tough economic times.
Top Supermarket Trends For 2010
January 29, 2010
Top Super Market Trend for 2010 | www.seekingalpha.com
The Supermarket industry continues to provide a very tough competitive environment. Consumer pressure to drive value, quality, taste and nutrition in our food offerings requires strong companies with strong management teams to drive successful results. The consumer is calling the shots and voting with their grocery purchases. We have identified 6 major trends for 2010 that will drive the results of the major food manufacturers and retailers involved in the supermarket industry.
Kraft Continues Portfolio Shuffle
September 15, 2009
Kraft Under Pressure as Bid Value Slips | www.flex-news-food.com
Kraft Foods bid for Cadbury makes a lot of strategic sense and will allow them to increase their growth in international markets.The key to the deal is utilizing Cadbury's extensive distribution and sales network to further drive growth of existing Kraft products.Faced with the likelihood of having to increase the all cash portion of the bid Kraft will be looking at additional brands to divest and help pay for the acquisition.
The value of acquisitions like this can be predicted by Javelin's CDA model
July 27, 2009
Oracle To Buy Data Integration Vendor GoldenGate | www.informationweek.com
IT acquisitions are common, and there's an easy-to-use model for predicting when the optimal value exists.
April 2, 2009
Consulting Management Platform | www.fidelityinfoservices.com
-Growth in electronic payments -Competitive pressure in financial services and payments systems -M&A activity in risk management
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European women wonder why their insurance premiums will increase
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