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Full coverage: Food

High-tech ingredients have pushed Kerry Group’s market cap over €20bn. Should it exit consumer foods?

The Tralee-based food technology giant saw its EBITDA top €1 billion for the first time last year, according to yesterday’s results. After missing out on a mega-merger three months ago, is it time for Kerry to concentrate on what it is best at?

Thomas Hubert
19th Feb, 2020 - 7 min read

Food in 2020: six trends to watch over this year – and decade

From trade wards to the "starbuckification" of food retail, Aidan Connolly foresees disruption and opportunities in the year(s) ahead – with Irish farmers and food processors showing disparate levels of readiness in the face of upcoming challenges.

Aidan Connolly
14th Jan, 2020 - 9 min read

The macroeconomics of Irish dairy: how global rivals view Ireland

Contemptuous of cheddar, but jealous of Irish rain: a new study by Bord Bia’s French counterpart assesses the performance of Ireland among the world’s top dairy exporters and holds some lessons for the industry here.

Thomas Hubert
10th Jan, 2020 - 5 min read

Breadth, not depth: why Kerry missed out on a transformative €25 billion merger

US chemical giant DuPont announced on Monday that it would merge its nutrition and biosciences division with International Flavours and Fragrances. Why was Kerry Group’s bid unsuccessful?

S. Keyes and T. Hubert
17th Dec, 2019 - 5 min read

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
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