Hints and tips:
...Marketers are increasingly “asking retailers to prove” how much value is added by such advertising, says Paul Frampton, global president of digital marketing consultancy Control v Exposed....
...In other deal news, Kraft Heinz has agreed to sell its Planters peanuts and snacks business for $3.35bn....
...Ralph Atkins Lex writer Best of Lex articles Kraft Heinz: playing ketchup Danone v Nestlé: grudge matcha Sainsbury’s/antitrust: Asdaburied Centrica: so last century Wirecard/short selling: the naked...
...Shares in Kraft Heinz have fallen by a third. On a price-to-forward earnings basis, Danone shares are close to their cheapest on record relative to the Swiss rival. Margins have disappointed....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...JAB insists it is not looking for the quick highs sought by private equity. 3G Capital, the group behind Kraft Heinz, had specialised in aggressive cost cutting....
...(FT) In the news Kraft’s triple blow Kraft Heinz shares slumped after the food company cut its dividend by more than a third, took a $15.4bn impairment charge and also disclosed that it had received an...
...Helped by improving sales volumes, the promised sale of the spreads business and a €6bn share buyback programme, Unilever’s share price is now comfortably above the £40-a-share takeover bid from Kraft-Heinz...
...(FT) Tomayto, tomahto Did Kraft Heinz make $24bn or $6bn since the merger? Depends on which way you look at it....
...Smart reads Hostile defence Unilever chief Paul Polman gets his chance to tell the story of how his company fought off a $143bn hostile bid from Kraft Heinz....
...Supreme Court decisions, including TC Heartland v Kraft Foods Group Brands, and the creation of proceedings such as inter partes review give some companies a fighting chance....
...The incredible demand to buy into a Chinese company that does not yet have any clear products is just one sign that China's venture capital market is overheating (FT) Xerox v activist investors Xerox is...
...Polman said: “Ostensibly the bid was from Kraft Heinz, a company less than half our size....
...Among their investors are Time Warner, 21st Century Fox, Google Capital, the National Hockey League and NFL owners Robert Kraft and Jerry Jones....
...And it is unclear how much of a boost the commercially successful Batman v Superman which released in the last week of March would provide....
.... ——————————————- Olympic campaign: How to put a price on the social return Cadbury’s Spots v Stripes Olympic campaign achieved a “social return” on investment of £13.2m....
...“There have been a lot [of product launches] under Kraft, for example the Spots v Stripes Challenge Bar as part of the Olympic campaign,” he says....
...How come the government couldn’t stop RBS, which is state-owned, from part-funding the Kraft takeover, he asked?...
...Last week’s US jobs report has knocked investor confidence, and those predicting a V-shaped recovery are finding it harder to justify their positions....
...There are plenty of reasons why attempted bearhugs such as Kraft’s are so common....
...“These indicators don’t just follow a V-shape, they will falter. The question is to what extent we’ve now double-counted any good news,” said Mr Isherwood....
...“It is an uncomfortable situation for leaders …[but] if they are banking on a V then they could be really caught out,” he says....
...Economists dispute the nature of the recovery – is it a bounce-back “v” or a double-dip “w” – while old market hands caution that the summer rally could eventually give way to a correction....
...But the move that won the most praise was Kraft Foods' voluntary pledge to stop advertising certain junk foods to the under-11s....
...The family will probably be queuing outside some Boston pub early this morning to watch Everton v Liverpool on satellite TV....
International Edition