Consumer Foods to Go RaboResearch F&A

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.

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. 

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.

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? 

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.