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Amazon Moves Offline

Consumer Foods

19 June 2017

On Friday, 16 June, in a game-changing and widely unanticipated move, Amazon announced its acquisition of Whole Foods Market, for USD 13.4bn (valued at USD 42/share). In this short note, we highlight some initial thoughts on the implications of this deal, focusing on the likely impact on food companies.

Dairy

8 June 2017

After 23 years, the North American Free Trade Agreement (NAFTA) could be at risk of dissolution. The implications would be significant cause for concern for the US, Canadian, and Mexican dairy industries.

Consumer Foods

7 June 2017

In this month’s Talking Points we discuss four topical issues: falling retail prices, "Grocers galore!", complementary condiments (the importance of aligned values) and Terra’s first cohort.