Consumer Foods to Go RaboResearch F&A
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- Business
Rabobank's expertise in Consumer Foods is as diverse as our global client base in confectionery, bakery, frozen food manufacturing, chilled food manufacturing, ambient food manufacturing, biscuits, breakfast cereals and snacks.
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Innovation in private label – Live from PLMA's World of Private Label trade show
Once again, RaboResearch visited the Private Label Manufacturers Association's (PLMA) World of Private Label trade show in Amsterdam. This year, we interviewed visitors and exhibitors on the topic of innovation. Innovation is high on the agenda for anyone active in packaged foods. Brands have lost market share to private label, so they need to come up with new products to lure the consumer back. However, private label companies are responding by introducing new products as well. In this podcast, we hear from industry players on innovation in private label and how its done.
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The protein leverage hypothesis: Do we need to think differently about protein intake?
Professors David Raubenheimer and Stephen Simpson argue in their book, Eat Like the Animals, that over the course of recent decades the share of calories from protein in people's diets has declined (especially in the US). RaboResearch's Nick Fereday covered the topic in a recent report that generated quite some feedback. Therefore, we invited the professors to explain their hypothesis in greater detail. The resulting podcast is a truly fascinating listen. Everything you wanted to know about protein is explained; also, the so-what of the thesis for food companies is addressed.
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Expo West 2024 review: Exciting, optimistic, and realistic
Once again, RaboResearch visited Natural Products Expo West, one the largest food trade shows in the world with more than 3,500 exhibitors and more than 70,000 visitors. Tom Bailey, Nick Fereday, and Cyrille Filott together with Maria Castroviejo discuss their findings, including how the consumer is being enticed by new types of marketing, some nice packaging innovations, and new food products. All believed that the show – while still carrying a lot of hype products – was more realistic in terms of the products on offer. The main focus now is on selling a product, instead of showing how disruptive it is.
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The challenges in measuring sustainability data
Sustainability is firmly on the food and agribusiness agenda. Companies in the sector are now moving from making a sustainability strategy to measuring and making changes in many aspects of the food system, but before making improvements, one has to establish a base. To discuss the challenges and opportunities, the team invited Hans de Gier, CEO of IT company SyncForce, to bring his perspective on measuring sustainability and data issues. One thing he is quite adamant about is that current measurements may not always be correct. A lot of improvements need to happen, and collaboration between actors in the chain might be the way forward.
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Agri commodities: Increased supply meets weak demand
Every year the Consumer Foods-to-Go podcast provides an outlook for agri commodity prices, and this year is no different. Maria Castroviejo and Cyrille Filott interview Carlos Mera, Rabobank’s Head of Agri Commodity Markets Research, to discuss the outlook for key crops in 2024. Overall, the outlook is for slightly lower prices, but not for all commodities. Tune in as they discuss the main drivers, such as energy prices, highlight key commodities, and drop a small bombshell that's sure to be of interest!
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Ultraprocessed foods
Ultraprocessed foods are everywhere in the news. Some scientists are claiming that processed foods are bad for people’s health and that ultraprocessed foods are especially bad. It's time, therefore, for Maria Castroviejo and Cyrille Filott to dig deeper in the topic with the help of Rabobank Senior Analyst Nick Fereday. In this episode we explain ultraprocessed foods and discuss what heightened attention on these foods means for food companies. Obviously there is one question we cannot answer: Will the consumer care?