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PFG:Powerful Food
Service G r o w t h
Acqu'ns boost growth. Case
volumes up double digit %'s
Performance Food Group inc.Vistar, the $63Bn US food & beverage services wholesaler reported powerful sales growth in Q4'25 as businesses & restaurants returned to 'normal'. CEO George Holm commented "we continue to drive share gains across our business segments. Meanwhile, the board is considfering a takeover move by USFoods. Full analysis here, first
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Foodservice market
return decelerates
Is #3 US Foods gaining maket
share in US v giant #1 Sysco?
Foodservice supply leaders to restaurants & business #1 Sysco & #3 USFoods reported slower volume growth volume and prices, US Foods ceo Dave Flitman commented "We gained market share with independent restaurant, healthcare and hospitality customers" Comparative analysis here, first
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Unstoppable Uber
drives $180Bn revs
'Eats' delivery c50% gross
revenues. Now profitable!
Uber the hugely popular international taxi & delivery service continued its impressive growth in Q2'25 to take annual gross revenues past $180Bn. CEO Dara Khosrowshahi said “Our strategy is working, with record audience and frequency across Mobility and Delivery,”. Full results analysis here, first
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Back to Starbucks!
Transition too slow?
Niccol nails service issues but
turnaround still yet to happen
Starbucks new boss Brian Niccol has made a whirlwind start in addressing the negative issues surrounding the global #1 personalised refreshments service experience. He wants to re-establish the "brand's upscale, premium vibe". On the ground evidence is not there yet? Full analysis here, first
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Mondelez snacks
down, prices up!
Global WFH boosts sales
Dev't push into hi-protein
Mondelez International, the $30Bn in sales, international brand snackmaker (e.g. Cadbury, Ritz, Belvita, Oreo), reported weaker volume demand offset by higher pricing in worldwide sales in Q2'25. CEO Dirk van de Put reported profits were "underpinned by strong pricing execution in our chocolate business." Full report analysis here, first
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Nestle: flat volumes
price hike boosted
Nespresso slow return. CEO's
plan to focus on real growth
Nestle the #1 global #1 food & beverage maker reported flat volumes in Q2'25, boosted by price increases. Demand continued soft in WFH-consumer markets e.g. coffee, water. "We are executing to accelerate performance for the future, reported ceo Laurent Freixe. Yet there's no evidence of progress yet. Full story here, first
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Keurig coffee flat.
Price hikes hedge
CEO's complacent comment
Dr.Pepper brands acq boost
Keurig Dr.Pepper, the $15Bn refreshments and coffee giant reported progress with its beverage brands in Q2'25. However, coffee demand weakened in WFH & business markets. CEO Tim Cofer commented complacently on a "We delivered robust performance"? Full Analysis here, first
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Coke frothy from
high price hikes
NAmerica volumes down.
Pricing power up +6%
Coca Cola's business supply inc. restaurants, volumes have not recovered after the Covid/Hybrid work hiatus. CEO James Quincey reported declining volumes overall offset by continued price inflation in Q2'25. Coke demand was flat with water and coffee (Costa) well down. Full analysis here, first
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Pepsi pricing power
hides demand slide
Weaker demand in NAM/EU
offsets strength in LA/AMEA
Pepsico the $92Bn+ food & beverages marketer to consumers and business, sales volume declined, buffered by price increases in Q2'25, CEO Ramon Laguarta was pleased with results despite subdued category performance trends in US/EU especially in food. Full analysis here, first
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Starbux steps back
its progressive rep
CEO Niccol's 4-day week move
feels like bandwagon baloney?
For Starbucks support employees, hybrid work flexibility is coming to an end? New CEO Brian Niccol stated starting in Oct, employees in Seattle and Toronto will be required to RTO 4 days/week. Two thoughts: why announce and not sort internally? This seems a negative, regressive move for an ex- trailblazing leader? Full story here, first
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