Dairy

Reckitt decides that infant formula isn’t digestible. Mead Johnson on the block; PE circles

Dial back to 2017. Then Reckitt Benckiser’s CEO Rakesh Kapoor spent $16.6n acquiring Mead Johnson, the infant nutrition company. Reckitt paid a 30% premium on the stock price. At the time, the deal’s logic rested more on China than the US, Mead Johnson’s heartland. Reckitt was keen to diversify its portfolio and saw an opportunity …

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With Fonterra’s share price at a 5 year low, will management’s new focus on NZ milk hit the sweet spot?

Back in October 2016 Fonterra’s shares traded at NZ$5.9. However, shoot forward 5 years and the stock has gone backwards to NZ$3.35 leaving management with more questions than answers. Fonterra is a dairy cooperative, owned largely by New Zealand based dairy farmers that supply the business. In Asia-Pacific, Fonterra is a well known brand. China …

With Fonterra’s share price at a 5 year low, will management’s new focus on NZ milk hit the sweet spot? Read More »

© Danone

New CEO, new strategy? How can Danone fulfill its promise of One Planet, One Health, You?

A new CEO started work at Danone this week. Antoine de Saint-Affrique was previously at Barry Callebaut, a specialist (and hugely successful) chocolatier and before that Unilever. Danone’s share price has not shown any positive momentum this year and the previous CEO was forced out in March. There were multiple reports of a boardroom power …

New CEO, new strategy? How can Danone fulfill its promise of One Planet, One Health, You? Read More »

Is cheese the latest category to be disrupted by start-ups?

Nobell foods make a strong claim on their website: “Animals are an inefficient and unsustainable technology for making dairy and feeding people.” Founded by an engineer, Nobell’s founder goes on explaining, “you need about 3kg of food and up to 4,500 litres of water to make 4 litres of milk.” Nobell’s sales pitch, at least …

Is cheese the latest category to be disrupted by start-ups? Read More »

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