Mind the pricing gap: Live from PLMA’s World of Private Label trade show 2025
Once a year, RaboResearch takes the Consumer Foods to Go podcast off-piste. Last week, instead of recording from behind our desks, we once again picked up our microphones and visited the Private Label Manufacturers Association’s (PLMA) World of Private Label trade show in Amsterdam. Given the tremendous run that private label market share has had in recent years, the million-dollar questions is: What’s next? Could the widened price gap between name brands and their private label counterparts provide opportunities for private label? We have asked five exhibitors their opinion. And – of course – we got five different answers. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer
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Expo West 2025 review: Real food in the spotlight
Like every year, RaboResearch visited Natural Products Expo West, one of the largest food trade shows in the US. In this episode of Consumer Foods to Go, analysts Tom Bailey, Nick Fereday, and JP Frossard share their observations of this year’s edition. In their view, with more “real food” and products with shorter ingredient lists, the 2025 Expo West trade show lived up to its “Natural Products” name more than previous editions. Of course, there was much more. Consumer favorites such as protein, convenience, and global flavors were also well represented.
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Change for the US food industry? Exploring the potential impacts of RFK Jr's appointment
On February 13, RFK Jr was confirmed as the US Health and Human Services secretary in the Trump administration. That same day, some of his plans were unveiled, all aligning with the "Make America Healthy Again" (MAHA) initiative. While some of RFK Jr's ideas are considered controversial, this is a good opportunity to evaluate the policies at face value and assess their potential impacts. To this end, hosts Maria Castroviejo and Cyrille Filott interviewed their colleague and US resident Nick Fereday once again. His message: We don’t know yet, but…
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The fast-changing Chinese food retail market explained
Years ago, we released podcasts exploring the fascinating changes and developments in China's food retail sector, particularly in the online space, often referred to as "new retail." However, the growth of online food retailing in China is now slowing, and offline models are making a strong comeback. It's time to update the Consumer Foods-to-Go audience on these rapid changes. To provide insights, Maria Castroviejo and Cyrille Filott interviewed fellow RaboResearch analyst Rena Ma.
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Energy outlook for 2025 and its impact on food businesses
Energy prices are crucial for food businesses. In the previous episode of Consumer Foods to Go, we discussed the outlook for agri-commodities in 2025. However, energy prices are equally important for food processors. In this episode, Maria Castroviejo and Cyrille Filott interview their RaboResearch colleagues Florence Schmit and Joe DeLaura about the outlook for natural gas and crude oil prices. Interestingly, these prices are unlikely to move in the same direction.
Rabobank's expertise in Consumer Foods is as diverse as our global client base in confectionery, bakery, frozen food manufacturing, chilled food manufacturing, ambient food manufacturing, biscuits, breakfast cereals and snacks.
Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html
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