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United N a t u r a l
Foods' slowdown
Ex-Staples ceo "Natural
Foods strong growth"
United Natural Foods (UNFI) the US#1 broadline foodservice wholesaler continued flat in Q3'26. “With a sharpened focus on our addressable market, we're helping retailers accelerate growth in a dynamic marketplace" said ex-Staples ceo Sandy Douglas.Full analysis here, first
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Smucker volumes
down, price boosted
Coffee & snacks demand dips.
High inflation lifts Q4 profits
JM Smucker US beverage & foodservice brands supplier, reported inflated sales largely from coffee prices, as snack volumes fell in Q4'26. CEO Mark Smucker strangely commented "We demonstrated the continued strength of our strategy and portfolio enhancement efforts"? Full analysis here, first...
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Nestle buys ready
food-drinks maker
Brand sells shakes, powders,
bars & bowls across Europe
Nestle has taken full control of ready-to-drink meal maker bolstering its push to focus on faster-growing brands. The acquired brand, whose bottles are known for their “This Is Food” label now also sells shakes, powders, bars and bowls across about 30 European countries. Full story here, first....
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WBMason's Philly
Consumer Show!
OneSourceWonderful svce
intensified HyPac progress
WBMason the #1US independent mega-distributor held its annual consumer show in Philadelphia, last week attracting record vendor support and attendance. It continued the exciting growth strategy featuring market development specialists serving the strong foodservice and hygiene space... intensifying its broadline business supply model. Full exclusive report here....
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Foodservice mkt
growth maintained
Can US #3 USFoods gain
market share v #1 Sysco?
Foodservice supply leaders to restaurants & business #3 USFoods reported slower volume growth, USFoods ceo Dave Flitman commented “we accelerated independent restaurant case growth, gained share with our target customer types". We don't think so v Sysco's strong results USFoods results analysis here, first
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PFG: P o w e r f u l
Foodservice Growth
Case volumes slowdown
buffered by price increases
Performance Food Group inc.Vistar, the $63Bn US food & beverage services wholesaler reported strong sales growth in Q3'26 in restaurants and biz markets. New ceo Scott McPherson commented "We have gained significant momentum, which we expect to continue into 2027" Full analysis here, first
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Amazon's F r e s h
Foodservice plans
Challenge on for UK leaders
Tesco/Booker; Brakes, Bidvest
Amazon is negotiating with brand suppliers to drive a renewed push into UK food and beverage services market. It has investied heavily in logistics to facilitate same-day delivery for perishable and non-perishable goods together. In the US, as #2 provider it holds 20% share, but in the UK only tiny. Expect the 'Everything Store' to be more aggressive this time. Full story here, first...
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Mondelez snacks
down, prices high!
Global WFH boosts sales
Dev't push into hi-protein
Mondelez International, the $40Bn in sales, international brand snackmaker (e.g. Cadbury, Ritz, Belvita, Oreo), reported weaker volume demand offset by much higher (+10%) pricing in Q1'26. CEO Dirk van de Put reported "Organic growth was driven by higher net pricing" Full report analysis here, first
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'Back to Starbucks'
Transition revs up!
Niccol nails personalized svce
issues, increased mkt share
Starbucks new boss Brian Niccol in his Q2'26 report said “This marked the turnaround, as our Back to Starbucks plan drove both top and bottom line growth" On the ground evidence confirms the return of the personalized service masters? Full analysis here, first
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Coke frothy. Flat
consumer demand
Volume down. Costa Coffee
collapse; Disposal delayed?
Coca Cola's business supply inc.restaurants, volumes haven't recovered sine 2019. New ceo Henrique Braun reported flat volumes offset by continued price iincreases in Q1'26 but said “We’ve had a strong start to the year”? Costa Coffee was down again, after failure to offload? Full analysis here, first
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