Skip to content
Feb 9, 2016 / Richard Hall

Carton recycling boost

Five figures on carton recycling caught my attention recently as more evidence of progress.

Three were from the Carton Council of North America:

• Just 18% of US households had access to local carton recycling programmes in 2009.
• This had risen to 57% in 2015.
• That’s 67.1 million households.

Two were from Tetra Pak:

• It wants 40% of all its cartons recycled by 2020.
• That’s 100 billion cartons a year.

One day, 100%.

Feb 4, 2016 / Richard Hall

Retail growth in France

While discounters are dominating much of the retail news and while click and collect has yet to take hold in most countries, the opposite is the case in France, according to the latest figures from Nielsen for the 2015 calendar year.

• Discounter sales fell by 0.2%.
• Click and collect ‘drives’ were responsible for 29% of overall value growth.

RETAIL GROWTH IN FRANCE 2015

BLOG-Retail-Growth-In-France-4Feb2016

Vive la différence.

Feb 2, 2016 / Richard Hall

World’s top 10 retailers

How many are from China? 0. Asia? 0. In fact, 5 are from the United States and 5 from West Europe, according to the latest figures from Deloitte for the 2014-15 financial year.

At almost $500 billion, Wal-Mart’s sales are more than 3 times the level of its nearest rivals. In 4th place, Lidl is the only European retailer to exceed $100 billion.

WORLD TOP 10 RETAILERS 2014-15
BLOG-Worlds-Top-10-Retailers-2Feb2016

It’s worth noting that Amazon came 12th with sales of $70 billion and growth of 26%.

I was puzzled by the absence of China’s Alibaba. Its 4th quarter 2015 sales alone were up 32% to $149 billion.

Jan 28, 2016 / Richard Hall

Coca-Cola Life prediction

I may not be right about this, but …

I’ve always thought Coca-Cola Life was a major innovation.

The gold standard for new carbonated soft drinks variants has long since been sugar taste, zero calories, all natural.

When Coca-Cola Life first launched in Argentina in July 2013, its calorie content compared with regular cola was 40%.

A year later, its UK launch calorie content was 67%.

Perhaps the vital taste profile proved better at the higher calorie level.

In April, Coca-Cola Life will be relaunched in the United Kingdom with a 55% calorie content.

I conclude that stevia production is advancing in refinement and that Coca-Cola Life is following suit.

It’s possible that a 60% plus calorie reduction remains the medium term goal.

But wouldn’t it be fantastic if Coca-Cola Life could retain its brand loyalty and progressively work towards zero calories?

That really would be leading the way for consumers to reduce calories without compromise.

Jan 26, 2016 / Richard Hall

Fat facts

In the mid-1980s, I was asked on live BBC Radio 4, as a representative of the dairy industry, when we would stop killing people with so much fat. I paused before answering.

Today, the debate has changed because the science has firmed up in favour of fat. I quote from a feature in The Grocer magazine on 9th January.

“There is no convincing evidence that saturated fat causes heart disease” – US Family Heart and Nutrition Centre, 2010.

“Fat and protein turn out to be uniquely satiating so that one is less likely to overeat on these, whereas carbohydrates are less satiating” – Nina Teicholz, investigative journalist, 2016.

“It’s becoming hard for the public health establishment to justify its anti-satfat stance” – Joanna Blythman, author, 2016.

The US Dietary Guidelines have changed. Will others now follow?

Jan 21, 2016 / Richard Hall

27 acquisitions over $1 billion in 2015

Out of a record 589 food and drink transactions covered by the bevblog.net acquisitions database for 2015, 27 involved sums over $1,000 million. This was lower than the 35 over $1,000 million in 2014, but almost double the 14 over $1,000 million in 2011.

GLOBAL FOOD AND DRINK ACQUISITIONS OVER $1 BILLION IN 2015

Global-Food-and-Drink-Acquisitions-Over-$1Billion-in-2015
Sources: bevblog.net, Zenith International

TOP 10 GLOBAL FOOD AND DRINK TRANSACTIONS 2015

Top-10-Global-Food-and-Drink-Transactions-2015

Sources: bevblog.net, Zenith International

The $365 billion combined value of the top 10 was several times higher than the $68 billion for the top 10 in 2014. The 27 over $1 billion totalled $403 billion, compared with $108 billion for the 35 over $1 billion in 2014.

Link to database

Jan 20, 2016 / Richard Hall

Biggest buyers and sellers in 2015

Anheuser-Busch InBev, Frutarom, Heineken and E&J Gallo were the 4 most acquisitive companies of 2015, according to the bevblog.net food and drink transactions database, with each responsible for 6 or more takeovers. Cargill, Coca-Cola Bottling Co Consolidated, Diageo, Kerry and Lactalis all made 5 purchases.

Coca-Cola and Diageo were the only 2 companies to make 5 or more sales, followed by Mondelez International and Nestlé on 4 each.

A total of 934 companies were involved across 69 countries, with the United States and United Kingdom most prominent overall.

GLOBAL FOOD AND DRINK TRANSACTIONS BY COUNTRY 2014-15

Biggest-Buyers-and-Sellers-in-2015

Sources: bevblog.net, Zenith International

Belgium was the biggest net buyer (+16), followed by Israel (+12), France (+11), the United States (+8) and Ireland (+8).

The United Kingdom was the main net seller (-21), followed by Spain (-10) and Brazil (-9).

Link to database

Jan 19, 2016 / Richard Hall

589 food and drink acquisitions in 2015

2015 was another record year for food and drink industry transactions, with 589 recorded in the bevblog.net mergers and acquisitions database, 26 more than in 2014 and an average of 11 per week.

The total compares with 466 in 2011, 520 in 2012, 481 in 2013 and 563 in 2014.

GLOBAL FOOD AND DRINK ACQUISITIONS 2011-15

Global-Food-and-drink-acquisitions-2011-15
Sources: bevblog.net, Zenith International

The highest number of deals were in packaging, beer, ingredients, soft drinks and dairy.

GLOBAL FOOD AND DRINK ACQUISITIONS BY SECTOR 2014-15

Global-Food-and-Drink-Acquisitions-by-Sector-2014-15
Sources: bevblog.net, Zenith International

Beer deals more than doubled to 55 (+31), while dairy dropped one third to 41 (-22).

Link to database