59 episodes

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.

Consumer Foods to Go Rabobank

    • Business
    • 4.0 • 4 Ratings

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.

    Outlook 2022: What Do Food Investors Have on Their Mind?

    Outlook 2022: What Do Food Investors Have on Their Mind?

    It is always interesting to look at what is front of mind for investors in the food sector, in this case listed equities. Investors are important stakeholders for some food companies, and they might influence a company's strategic direction, if only by putting a valuation on it. Maria Castroviejo and Cyrille Filott interviewed Christian Graven, Food & Agriculture Specialist at Kepler Cheuvreux (an independent European financial services company and a Rabobank partner) on what he believes the key themes for food investors are in 2022.

    • 32 min
    Rabobank’s Outlook for Commodities in 2022

    Rabobank’s Outlook for Commodities in 2022

    2021 has been the year of inflation. Almost all line items of food companies' cost of goods sold increased substantially. The ingredients (the agri commodities) are a key component. As it is the time of the year to look forward, Maria Castroviejo and Cyrille Filott invited Carlos Mera, Head of Agri Commodity Market Research, to discuss the outlook for the main commodities and the main drivers for price change going forward.

    • 31 min
    Labor in Food – Whatever Happened to the Heroes?

    Labor in Food – Whatever Happened to the Heroes?

    Labor shortages are all over the news right now. Many shelves are empty because, in many parts of the food & agribusiness supply chain, workers are missing. The same shortages are seen in foodservice. In this episode of Consumer Foods-to-Go, Maria and Cyrille discuss the labor challenges with Rabobank economist Elwin de Groot. Topics discussed include: sectoral shifts, government support schemes, and migration. All this should lead to an answer to the question: Are these shortages temporary or structural?

    • 32 min
    The Consumer Foods-to-Go podcast reviews Anuga

    The Consumer Foods-to-Go podcast reviews Anuga

    RaboResearch went to Germany to attend Anuga, one of the largest food trade shows in the world. In this episode of the Consumer Foods-to-Go podcast, Maria Castroviejo, Cyrille Filott, and Marjolein Hanssen review Anuga and share their findings from the event. The three discuss the innovations that were noticed, the things that were missing, and general observations. Topics include plant-based products, inflation, and the surprising lack of messaging on sustainability.

    • 25 min
    Konbini – Lessons From Japanese Convenience Food

    Konbini – Lessons From Japanese Convenience Food

    Consumer Foods-to-Go brings insights into the topics that should be top-of-mind for any food executive and the topics that should inspire us to think differently. This podcast falls into the latter category. We have always been fascinated by Japan and Japanese shopping and eating culture. In this episode, we explore konbini – convenience (food) shopping in Japan. We believe Japan is ahead of many markets in how convenience shops are set up and run. We invited Kaoru Yoshii, Retail Sector Analyst at Norinchukin Research Institute, and Hideki Obata, General Manager Food and Agribusiness Planning at Norinchukin Bank, to discuss konbini. Expect to be surprised on how konbini companies operate and what audiences they are targeting.

    • 35 min
    Scope 3 in Scope

    Scope 3 in Scope

    Climate change impacts business. Business impacts climate change. Many food companies are taking responsibility and setting targets to achieve lower emissions for their products in the near term and even zero emissions in the long run. Most of these emissions happen in companies' supply chains, outside of their direct control. The key challenge food companies face: how to make change happen in the supply chain? Maria Castroviejo and Cyrille Filott quiz Rabobank analyst Marjolein Hanssen on the topic. She will talk numbers (scope 3 emissions are a large part of total emissions) and offer her thoughts on actions that may lower supply chain emissions.

    • 34 min

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