March 1st, 2016
Chinese stock markets have decline by more than 20 percent so far in 2016 since the latest peak in June 2015. Although these fluctuations may not impact the Chinese economy, the declines are a sideshow to bigger problems in debt markets. China’s acclimation of debt is very high compared to other emerging markets. These […]
February 20th, 2016
The Coca-Cola Company (TCCC) and PepsiCo recently held their analysts conference on Q4 2015 financial results. TCCC announced plans to refranchise and focus on brand building and marketing, whereas PepsiCo’s discussion of growth initiatives appeared a bit vague with little mention of the progress of the integration of the Power of One Strategy in the […]
January 18th, 2016
Global strategic planners and soft drinks investors are facing an increasingly complex marketplace, where consumers are slowly moving away from carbonates and drinking a variety of beverages.
January 12th, 2016
The quarterly update of the Packaged Food Forecast Model that took place in November 2015 has resulted in an upgrade of the Passport baseline forecasts for retail volume growth in India. The growth is expected to improve by 0.3 percentage points from 6.8% CAGR to 7.1 % CAGR between 2015 and 2020.
December 5th, 2015
On 31 March 2015, after 31 years, EU milk quotas were no more. Limits on the volume of milk which each EU member state could produce disappeared, along with the associated fines for overproduction. Dairies have already begun ramping up output, with Germany, the Netherlands and Ireland among several countries fined in the first months […]
December 4th, 2015
While China’s economy is slowing down, and Russia and Brazil are struggling, the whole world is seemingly looking at the last brick – India – for growth.
December 2nd, 2015
News of Procter & Gamble divesting as many as 100 brands from its somewhat overblown inventory in a bid to boost profitability through a more efficient/manageable brand portfolio came as no great surprise, even if the extent of the planned divestment perhaps did.
December 1st, 2015
At a category level, 100% juice remains one of the most challenged areas of US soft drinks. As Euromonitor’s industry demand model demonstrates, it is also one of the most sensitive to changes in product retail price.
November 27th, 2015
The visual below shows 50 country/category combinations where private label had the highest value sales in 2014, and maps them alongside forecast growth potential over 2015-2020 (or 2014-2019 for categories in soft drinks and tissue and hygiene). The smaller coloured bubbles indicate retail value sales of private label, whereas larger circles indicate the size of […]
November 20th, 2015
The outlook for Latin America has significantly deteriorated in recent months. Brazil has seen the biggest downgrades, with our current forecasts predicting a decline in GDP of 3.1% in 2015 (compared to a 1.4% decline in our August forecasts) and a further 0.8% contraction in 2016 (compared to 0.7% growth in our August forecast). But […]