Consumer Foods to Go

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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. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html

  1. Consumer Foods-to-Go Wrap! Wrapping up what really moved the needle in consumer foods in January

    FEB 2 · VIDEO

    Consumer Foods-to-Go Wrap! Wrapping up what really moved the needle in consumer foods in January

    In our latest episode, Tom Bailey, Maria Castroviejo, and Cyrille Filott go beyond the headlines to unpack what January's news means for the industry. We look at the launch of GLP-1 pills and how wider access could reshape category demand – think reformulation, portion strategy, and where "better for you" might actually win. We also break down Christmas sales in the UK and France, separating signal from noise on volume and value. Plus, we spotlight a new RaboResearch report on cocoa alternatives and how blends and new inputs could help manage cost and volatility without losing the consumer. We wrap up with the geopolitical risks most likely to spill onto shelves and into shopper behavior.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

    35 min
  2. Consumer Foods-to-Go Wrap! Wrapping up 2025

    JAN 5 · VIDEO

    Consumer Foods-to-Go Wrap! Wrapping up 2025

    The Consumer Foods-to-Go team wraps up 2025 in a brand-new podcast episode (also available on video!). Maria Castroviejo, Tom Bailey, and Cyrille Filott reflect on the key trends and shifts in food markets across the US and Europe. It was an eventful year, marked by US-imposed tariffs, the significant impact of GLP-1s on food sales, and a K-shaped recovery. The team also looks ahead, embracing the idea that "uncertainty is the new certainty" in 2026.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

    40 min
  3. Consumer Foods-to-Go Wrap! – Wrapping up the food sector for November 2025

    12/04/2025 · VIDEO

    Consumer Foods-to-Go Wrap! – Wrapping up the food sector for November 2025

    Maria Castroviejo, Tom Bailey, and Cyrille Filott wrap up the month in food. They discuss a range of topics, including taxes in the UK, private label in the US, restaurants across the globe, and RaboResearch's agricultural commodities outlook. We expect to see some interesting moves in a few sectors, including coffee and cocoa. In the made-to-order section, the team discusses questions from the audience. If you have a question you would like to be discussed on the next edition of the show, feel free to reach out to Cyrille.Filott@Rabobank.com.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

    34 min
  4. Consumer Foods-to-Go Wrap! – Wrapping up the food sector for October 2025

    10/31/2025 · VIDEO

    Consumer Foods-to-Go Wrap! – Wrapping up the food sector for October 2025

    Consumer Foods-to-Go is back! Join Maria Castroviejo, Tom Bailey, and Cyrille Filott as they wrap up the month in food through both a podcast and a video. In this episode, they dive into the latest developments in the food sector, including key takeaways from their recent visit to Anuga – one of the world's largest food trade shows. They also discuss newly published RaboResearch reports, with insights on poultry and eggs. To round things off, they answer audience questions, including one on the impact of GLP-1 medications on European food consumption.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

    41 min
  5. Mind the pricing gap: Live from PLMA's World of Private Label trade show 2025

    05/28/2025

    Mind the pricing gap: Live from PLMA's World of Private Label trade show 2025

    Once a year, RaboResearch takes the Consumer Foods to Go podcast off-piste. Last week, instead of recording from behind our desks, we once again picked up our microphones and visited the Private Label Manufacturers Association's (PLMA) World of Private Label trade show in Amsterdam. Given the tremendous run that private label market share has had in recent years, the million-dollar questions is: What's next? Could the widened price gap between name brands and their private label counterparts provide opportunities for private label? We have asked five exhibitors their opinion. And – of course – we got five different answers.     Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer

    24 min
  6. Expo West 2025 review: Real food in the spotlight

    03/20/2025

    Expo West 2025 review: Real food in the spotlight

    Like every year, RaboResearch visited Natural Products Expo West, one of the largest food trade shows in the US. In this episode of Consumer Foods to Go, analysts Tom Bailey, Nick Fereday, and JP Frossard share their observations of this year's edition. In their view, with more "real food" and products with shorter ingredient lists, the 2025 Expo West trade show lived up to its "Natural Products" name more than previous editions. Of course, there was much more. Consumer favorites such as protein, convenience, and global flavors were also well represented.

    29 min
  7. RFK

    02/20/2025

    RFK

    On February 13, RFK Jr was confirmed as the US Health and Human Services secretary in the Trump administration. That same day, some of his plans were unveiled, all aligning with the "Make America Healthy Again" (MAHA) initiative. While some of RFK Jr's ideas are considered controversial, this is a good opportunity to evaluate the policies at face value and assess their potential impacts. To this end, hosts Maria Castroviejo and Cyrille Filott interviewed their colleague and US resident Nick Fereday once again. His message: We don't know yet, but…

    37 min
  8. CFTG: Retail in China

    01/30/2025

    CFTG: Retail in China

    Years ago, we released podcasts exploring the fascinating changes and developments in China's food retail sector, particularly in the online space, often referred to as "new retail." However, the growth of online food retailing in China is now slowing, and offline models are making a strong comeback. It's time to update the Consumer Foods-to-Go audience on these rapid changes. To provide insights, Maria Castroviejo and Cyrille Filott interviewed fellow RaboResearch analyst Rena Ma.

    29 min
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4.2
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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. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html

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