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Full coverage: Food

Charting commodity prices: Why Irish agri-food needs to exit the price race to the bottom

Protesting farmers are right to say that Irish commodity prices should not be lower than elsewhere in the EU. They must now realise the transformation their industry is facing to achieve this.

Thomas Hubert
10th Dec, 2019 - 6 min read

Regulating retail: “By carving price out, I have been able to resolve issues”

Ireland is now under EU obligation to designate a regulator for the food trade. Who should police relations between farmers, processors and retailers? How much power should they have? Thomas Hubert meets Christine Tacon, the Groceries Code Adjudicator in the UK – arguably the most advanced country in this area.

Thomas Hubert
6th Dec, 2019 - 12 min read

What ABP, Kerry and Rosderra are thinking for 2020: China, China, China… and Brexit

The weight of Chinese demand on Ireland’s agri-food exports and the markets they serve comes out stronger than ever in the latest Teagasc outlook – but a no-deal Brexit is by no means out of the way.

Thomas Hubert
27th Nov, 2019 - 9 min read

The inspectors and the protestors: the story of Irish beef and China

The ongoing price crisis in the beef sector has highlighted the need for alternative export markets. Beijing-based Ian Lahiffe warns against the expectation that growing Chinese imports alone will save the day.

Ian Lahiffe
22nd Nov, 2019 - 5 min read

Understanding China’s consumers: key to Ireland’s post-Brexit world

Irish food exporters have entered China as commodity suppliers. They could achieve a lot more by engaging with the growing cohort of sophisticated Chinese consumers, writes Beijing-based Ian Lahiffe.

Ian Lahiffe
15th Nov, 2019 - 5 min read

Glanbia’s share price has nearly halved in eight months. Why – and does it matter?

Thursday’s quarterly results failed to reassure investors over the difficulties experienced by the Kilkenny-based group’s performance nutrition business. CEO Siobhán Talbot is asking for more time to solve them; the company’s ownership structure means she’s likely to get it.

Thomas Hubert
1st Nov, 2019 - 11 min read

Kerry Group is negotiating a “bet the farm” €22.5 billion merger with DuPont’s nutrition business

DuPont wants to spin out its nutrition and biosciences business. Kerry is said to be in the lead to buy it. The reported price tag is €22.5 billion, which is more than Kerry’s entire enterprise value. Could the deal work?

Sean Keyes
30th Oct, 2019 - 7 min read

Existence of NI dairy industry suspended to Brexit deal

Many sectors face severe disruption if Brussels and London fail to seal a Brexit agreement in the coming days. One would disappear: milk production and processing in Northern Ireland.

Thomas Hubert
17th Oct, 2019 - 4 min read

Business insight: Why Aryzta crashed last week — then rallied 37%

Folllowing up on last week’s annual results announcement, Sean Keyes drills deepers into the Irish-Swiss baking giant’s latest figures.

Sean Keyes
16th Oct, 2019 - 5 min read

Aryzta uncovered: bread, borrowings and bruises

As the troubled global baking business releases crucial annual results, Sean Keyes and Thomas Hubert assess its chances of emerging from under a mountain of debt.

S. Keyes and T. Hubert
8th Oct, 2019 - 13 min read
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