Consumer Foods to Go

RaboResearch F&A
  • 4.2 (5)
  • INVESTING
  • UPDATED BIWEEKLY

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. 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.

  1. Consumer Foods-to-Go Wrap! Reviewing April in food

    MAY 7 ·  VIDEO

    Consumer Foods-to-Go Wrap! Reviewing April in food

    April served up big signals for the food industry, and we're breaking them down. In this episode, we unpack the month's headlines through three lenses: geopolitics and what it could mean for supply and trade, fresh Q1 foodservice insights and why 2026 looks more like a year of sorting than a straight recovery, and the accelerating cost-cutting wave across major food and retail players (and why it's not AI-driven... yet). Plus, in our "Specials," we clarify the note about "another ceasefire," pressure-test the latest inflation takeaways, and share an outlook on fertilizers. Finally, we tackle questions on cybersecurity.   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.

    39 min
  2. Consumer Foods-to-Go Wrap: Wrapping up March 2026

    APR 2 ·  VIDEO

    Consumer Foods-to-Go Wrap: Wrapping up March 2026

    In this episode of Consumer Foods-to-Go Wrap, we look at a whole buffet of topics. We examine how recent geopolitical tensions in Iran are influencing global consumer confidence, purchasing behavior, and commodity-driven price movements. We also discuss the sharp uptick in M&A across the food sector, where companies are pursuing scale, capabilities, and innovation through strategic deals. Finally, we share on-the-ground insights from Natural Products Expo West and Alimentaria + Hostelco, highlighting emerging brands, breakthrough concepts, and the trends shaping the next wave of food and beverage innovation.   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.

    36 min

  3. MAR 3

    Consumer Foods-to-Go Wrap! A lot of (unexpected) change in February 2026

    A lot has been happening across the food sector, so it's the perfect moment to bring you up to speed. In our February wrap‑up, Maria Castroviejo, Tom Bailey, and Cyrille Filott take a deep dive into the major developments shaping the industry. They cover a wide range of topics – from the latest thinking on health and nutrition to key takeaways from CAGNY that are influencing corporate strategy. The team also unpacks recent strategic moves by Kraft Heinz and explores what these shifts might signal for the broader market. Finally, they look ahead at the evolving future of the packaging sector, where innovation, regulation, and sustainability continue to drive rapid change. 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.

    32 min

  4. MAR 3 ·  VIDEO

    Consumer Foods-to-Go Wrap! A lot of (unexpected) change in February

    A lot has been happening across the food sector, so it's the perfect moment to bring you up to speed. In our February wrap‑up, Maria Castroviejo, Tom Bailey, and Cyrille Filott take a deep dive into the major developments shaping the industry. They cover a wide range of topics – from the latest thinking on health and nutrition to key takeaways from CAGNY that are influencing corporate strategy. The team also unpacks recent strategic moves by Kraft Heinz and explores what these shifts might signal for the broader market. Finally, they look ahead at the evolving future of the packaging sector, where innovation, regulation, and sustainability continue to drive rapid change. 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.

    32 min
  5. 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
  6. 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
  7. 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
  8. 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
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Ratings & Reviews

4.2
out of 5
5 Ratings

About

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. 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.

Information

  • Channel
    RaboResearch F&A
  • Creator
    Rabobank
  • Years Active
    2019 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Coöperatieve Rabobank U.A., Croeselaan 18, 3521 CB Utrecht, The Netherlands. All rights reserved. 2026
  • Show Website
    Consumer Foods to Go

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