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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!
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?
European Packaging Regulation Is Coming Your Way!
Soon EU regulation regarding packaging and packaging waste will become law. While we are likely to see amendments to the legislation, we believe it is good to start talking about the proposed regulation and its impact on food companies. We are not talking not only about more recycling, but also about the use of recycled content, for example in drink bottles.
Maria Castroviejo and Cyrille Filott quizzed RaboResearch analyst Regina Mestre on all the new targets that may become law, and what they mean for companies downstream in the food value chain.
Innovation in Food Retail – The Perspective From Spar
Innovation is a constant in food retail. For this episode of Consumer Foods-to-Go, Maria Castroviejo and Cyrille Filott interview Sipke van der Werf, head of innovation at SPAR in the Netherlands. What is new in innovation in retail? What is a company like SPAR thinking about right now and with a five-year horizon? Obviously, growth and cost control are important, but sustainability also plays are very important role in the innovation strategy of SPAR.
The Future of Private Label – Live From the PLMA!
The Private Label Manufacturing Association (PLMA) trade show in Amsterdam is the largest private label event in the world. As always, the Rabobank consumer foods team pays a visit. And, like last year, we asked companies in attendance for their views. Last year we spoke mostly about challenges in the supply chain. This year we talked about the gains in market share in private label. Because of inflation, times are tough for some consumers, who start buying more private label products.
We asked companies how they are faring – and unsurprisingly, most are selling more volumes. But we also asked about the future: What's in store for private label? At the end of the podcast we share our takeaways from two exciting days at the event. Spoiler alert: It is all about price, price, price!
CF2G: Regenerative Agriculture
Regenerative agriculture is a holistic approach to improving farming practices. Many downstream food companies are talking about encouraging regenerative agriculture practices at the farm level. They do this for various reasons: to achieve emissions reduction goals, to provide better food in general, and to stay within planetary boundaries. In this podcast, Maria Castroviejo and Cyrille Filott interview Rabobank experts Elizabeth Lunik and Cindy van Rijswick on this topic. Listen to their discussion about definitions, targets, what regenerative agriculture is, and what it is not.