Consumer Foods to Go

By Rabobank

What's Consumer Foods to Go about?

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.

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Consumer Foods to Go episodes:

06.06.2024
Innovation in private label – Live from PLMA's World of Private Label trade show
Once again, RaboResearch visited the Private Label Manufacturers Association's (PLMA) World of Private Label trade show in Amsterdam. This year, we interviewed visitors and exhibitors on the topic of innovation. Innovation is high on the agenda for anyone active in...
04.18.2024
The protein leverage hypothesis: Do we need to think differently about protein intake?
Professors David Raubenheimer and Stephen Simpson argue in their book, Eat Like the Animals, that over the course of recent decades the share of calories from protein in people's diets has declined (especially in the US). RaboResearch's Nick Fereday covered the...
04.04.2024
Expo West 2024 review: Exciting, optimistic, and realistic
Once again, RaboResearch visited Natural Products Expo West, one the largest food trade shows in the world with more than 3,500 exhibitors and more than 70,000 visitors. Tom Bailey, Nick Fereday, and Cyrille Filott together with Maria Castroviejo discuss their...
02.22.2024
The challenges in measuring sustainability data
Sustainability is firmly on the food and agribusiness agenda. Companies in the sector are now moving from making a sustainability strategy to measuring and making changes in many aspects of the food system, but before making improvements, one has to...
11.23.2023
Agri commodities: Increased supply meets weak demand
Every year the Consumer Foods-to-Go podcast provides an outlook for agri commodity prices, and this year is no different. Maria Castroviejo and Cyrille Filott interview Carlos Mera, Rabobank’s Head of Agri Commodity Markets Research, to discuss the outlook for key...
10.26.2023
Ultraprocessed foods
Ultraprocessed foods are everywhere in the news. Some scientists are claiming that processed foods are bad for people’s health and that ultraprocessed foods are especially bad. It's time, therefore, for Maria Castroviejo and Cyrille Filott to dig deeper in the...
09.21.2023
European Packaging Regulation Is Coming Your Way!
Soon EU regulation regarding packaging and packaging waste will become law. While we are likely to see amendments to the legislation, we believe it is good to start talking about the proposed regulation and its impact on food companies. We...
08.31.2023
Innovation in Food Retail – The Perspective From Spar
Innovation is a constant in food retail. For this episode of Consumer Foods-to-Go, Maria Castroviejo and Cyrille Filott interview Sipke van der Werf, head of innovation at SPAR in the Netherlands. What is new in innovation in retail? What is...
06.08.2023
The Future of Private Label – Live From the PLMA!
The Private Label Manufacturing Association (PLMA) trade show in Amsterdam is the largest private label event in the world. As always, the Rabobank consumer foods team pays a visit. And, like last year, we asked companies in attendance for...
05.22.2023
Consumer Foods-to-Go Goes Upstream – Regenerative Agriculture Explained
Regenerative agriculture is a holistic approach to improving farming practices. Many downstream food companies are talking about encouraging regenerative agriculture practices at the farm level. They do this for various reasons: to achieve emissions reduction goals, to provide better food...
04.13.2023
Nutri-Score and the Consumer’s Response: Not Always What You Would Expect!
Launched in 2017, Nutri-Score is a front-of-pack label to indicate a food product’s nutritional value. Quite a few food retailers and food companies have embraced Nutri-Score, but how consumers are responding to scores has remained unknown. In this podcast, Consumer...
03.23.2023
Consumer Foods to Go Reviews Expo West 2023: Key New Trends and Themes
Rabobank's Consumer Foods research team visited Natural Products Expo West in Anaheim, one of the largest food shows in the world. It's always fantastic to walk the floor and see new trends and products with your own eyes, and this...
02.09.2023
Foodservice in 2023: Consumer Uncertainty, Continued Cost Volatility
2022 may not have been the year the foodservice industry hoped for, but the post-Covid recovery was still quite strong. 2023 will be a year of continued uncertainty. Commodity prices are declining, but are still higher than in 2021. Consumers...
01.19.2023
The Labor Market and Food Business: Continued Challenges Ahead
Deflation of input costs is happening across the food sector, but the cost of labor is actually going to increase... by a lot. There are two main drivers behind this increase: 1) a catch-up effect related to high inflation in...
12.22.2022
Year-end Wrap-up and Glimpse Into 2023
It is the time of the year to look back at 2022 and look toward 2023. Maria and Cyrille gathered the entire team of Consumer Foods analysts at RaboResearch to discuss the learnings from the year for the sector. And...
11.24.2022
Agri Commodities in 2023 and the Impact on Food Companies
In terms of prices and price volatility, 2022 was an incredible year for agri commodities. The conflict in Ukraine, adverse weather conditions, and currencies impacted prices a lot. What will happen in 2023? Maria Castroviejo and Cyrille Filott quiz Head...
10.20.2022
Resilience in Food
Resilience is the buzzword in the food sector. Companies are very focused, in the short term, on preserving margins by shifting resources around and by being very aware of input costs and pricing toward customers. Many of the challenges that...
09.08.2022
What’s Next – With Michael Every
Michael Every joined the Consumer Foods-to-Go podcast a couple of times before to discuss inflation and the impact of the war in Ukraine on the food sector. Due to popular demand, Cyrille Filott and Maria Castroviejo invited Michael back. During...
07.21.2022
Ocean and Road Freight Outlook – Some Rays of Sunshine
Prices for transportation – across land and sea alike – skyrocketed in the last couple of years due to a boom in demand during the pandemic and, more recently, disruptions from the war in Ukraine. It's time to assess what...
06.09.2022
Supply Chain Disruptions and Private Label – Dispatch From the PLMA Trade Show Floor
Manufacturers from around the globe gathered in Amsterdam at the end of May to showcase their products at the Private Label Manufacturers Association trade show. Sebastiaan Schreijen and Cyrille Filott were on the scene asking food & beverage producers about...
05.19.2022
A Conversation About Consumer Inflation
Maria Castroviejo and Cyrille Filott discuss how higher food prices impact the consumer right now and in the remainder of the year. They discuss what usually happens when disposable incomes shrink, and how this time, at least up to now,...
04.21.2022
Growth in Foodservice Franchising Is To Be Found… in Europe!
During the pandemic, the branded chains were the ones taking share in foodservice. Most of these chains work with franchisees. These franchisees have become very professional over the years, and they generate quite a bit of cash. So what is...
03.24.2022
Consumer Foods-to-Go Goes Expo West
Expo West is one of the largest food trade shows in the world, and after a two-year hiatus, it was back on the calendar in early March. The food industry went in droves to Anaheim, where the show is held....
03.10.2022
What the War in Ukraine Means for Food
The Ukraine conflict is, and will remain, headline news. The Consumer Foods-to-Go podcast has two goals: to bring the audience something new or to discuss something top of mind. To state the obvious – the war is top of mind...
02.24.2022
What's New With F&A Startups? (Featuring FoodBytes!)
Before the pandemic there was a lot of talk about startups and how they were disrupting the food & agribusiness sector. Since then, the focus in the sector has been on the impact of Covid-19 and, more recently, inflation. Startups...
02.03.2022
Foodservice Outlook 2022
The foodservice sector has gone through some massive changes in the last few years. Obviously, Covid hit the sector hard. But also new ways of working, the use of technology, and much higher costs are impacting the sector. So what...
01.13.2022
Outlook 2022: What Do Food Investors Have on Their Mind?
It is always interesting to look at what is front of mind for investors in the food sector, in this case listed equities. Investors are important stakeholders for some food companies, and they might influence a company's strategic direction, if...
12.09.2021
Rabobank’s Outlook for Commodities in 2022
2021 has been the year of inflation. Almost all line items of food companies' cost of goods sold increased substantially. The ingredients (the agri commodities) are a key component. As it is the time of the year to look forward,...
11.18.2021
Labor in Food – Whatever Happened to the Heroes?
Labor shortages are all over the news right now. Many shelves are empty because, in many parts of the food & agribusiness supply chain, workers are missing. The same shortages are seen in foodservice. In this episode of Consumer Foods-to-Go,...
10.21.2021
The Consumer Foods-to-Go podcast reviews Anuga
RaboResearch went to Germany to attend Anuga, one of the largest food trade shows in the world. In this episode of the Consumer Foods-to-Go podcast, Maria Castroviejo, Cyrille Filott, and Marjolein Hanssen review Anuga and share their findings from the...
10.14.2021
Konbini – Lessons From Japanese Convenience Food
Consumer Foods-to-Go brings insights into the topics that should be top-of-mind for any food executive and the topics that should inspire us to think differently. This podcast falls into the latter category. We have always been fascinated by Japan and...
09.30.2021
Scope 3 in Scope
Climate change impacts business. Business impacts climate change. Many food companies are taking responsibility and setting targets to achieve lower emissions for their products in the near term and even zero emissions in the long run. Most of these emissions...
09.17.2021
A Deep Dive Into the Current Logistical Challenges in Food
In this episode of Consumers Foods-to-Go, we put the food manufacturing plant in the middle and perform a deep dive into the logistical processes around it. There are two major streams: the goods coming into the factory and the goods...
08.26.2021
Plant-Based Meat Substitutes: Is Asia the Next Frontier?
Consumer Foods-to-Go covered plant-based meat substitutes in two episodes in the last few years, but it's such an important topic in consumer foods nowadays that we believe we should do a third. This time we focus on Asia, as we...
06.24.2021
Inflation!
Inflation is, or should be, at the top of any board room agenda. Developed markets have not seen much inflation in the last decade, but now it seems to be back. In this episode, host Cyrille Filott and co-host Maria...
06.10.2021
Eco-Score: A, B, C, Easy as 1, 2, 3... Or Is It?
One-and-half years ago we released a Consumer Foods-to-Go podcast called Nutri-Score: A, B, C, Easy as 1, 2, 3... Or Is It? about a front-of-pack nutrition label. Now, some European retailers are trialing another front-of-pack label called Eco-Score that focuses...
04.29.2021
Working From Home After the Pandemic and the Impact on Food
Working from home or, better still, working from anywhere will not go away for office workers post-pandemic. Many companies have already announced that a hybrid way of working, with a split between work in the office and work at home...
04.08.2021
What Can Restaurants Do With the Rise of Delivery?
Food delivery has taken a firm piece of the foodservice pie during the pandemic. When some sort of normality returns, a bit of those revenues might slip away. However, we expect delivery to remain very important in foodservice. This begs...
03.25.2021
Consumer Foods-to-Go: What’s on the Menu?
The foodservice sector has obviously been hit by the pandemic, but it is time for the sector to look ahead. A lot of positive momentum is building across the globe, so it's time for Consumer Foods-to-Go host Cyrille Filott to...
03.11.2021
What Has and Hasn’t Changed in Food – Rabobank's Clients' Views
Every year Nick Fereday sends out a survey asking a couple of simple questions to the readership of Talking Points. This year the questions were: “What has changed in food?” and “What has not changed in food?” The answers this year...
02.25.2021
Plant-Based Foods – A Banker’s View
Plant-based foods are top-of-mind for consumers and food companies alike. The market for plant-based products is not steady by any means — a lot of change and growth is ahead of us. In this episode of Consumer Foods-to-Go, Maria Castroviejo...
02.04.2021
How E-Commerce Is Changing Fresh Food Shopping in China
During the pandemic, online purchases of fresh food really took off in China. While there are some similarities with how US and European consumers buy fresh food online, we notice some distinct differences. First and foremost, Michelle Huang, analyst at...
01.21.2021
Direct to Consumer – Are You Doing It All Wrong?
One of the key developments on the back of the current Covid-19 pandemic is the accelerated adoption of e-commerce. One part of e-commerce that has grown is direct-to-consumer e-commerce, in which food and beverage producers ship directly to the consumer....
12.10.2020
Commodities in 2021… and the Impact on Food Companies
In this episode, Maria Castroviejo and Cyrille Filott discuss our 2021 global commodity outlook and the impact potential price changes (spoiler alert: they’re going up!) will have on the food sector. And we’re joined by a special guest this time:...
11.30.2020
Can Bars and Restaurants Recover by 2022? (featuring the Liquid Assets podcast)
This week we partnered with our sister podcast, Liquid Assets, to discuss how bars, restaurants, and manufacturers have survived Covid-19 thus far and how quickly they can recover (fingers crossed) once the pandemic is over. Listeners of Consumer Foods to...
11.05.2020
The Economics of Food Delivery
During the current pandemic, ordering food for consumption at home has taken off beyond anyone’s wildest dreams. However, the delivery platforms through which consumers order food (still) do not make money. In this episode of Consumer Foods-to-Go, Maria Castroviejo and...
10.15.2020
Plastic Fantastic Revisited – Has the View Toward Plastic Changed?
In early 2019, we recorded a podcast on the role of plastic packaging in food with supply chains strategist Susan Hansen. Since then, the world has changed because of Covid-19, and, as Susan says in the podcast, it has been a very interesting...
09.24.2020
Ghost Kitchens in India and Southeast Asia Explained
In the last few years, a lot of money has flowed into ghost kitchens across the globe. Interestingly, India and Southeast Asia have been leading the charge, with, for example, the number of ghost kitchens in India growing from 200...
09.10.2020
Consumer Foods to Go: Unpacking the European Green Deal
In May, the European Green Deal’s ‘Farm to Fork Strategy’ was announced. Among other things, the deal in general strives for a climate-neutral Europe by 2050. The farm-to-fork part is much more specific, spelling out the use of antibiotics and...
07.23.2020
Private Label: Past, Present, and Future – In Memory of PLMA President Brian Sharoff
At the end of May, news reached us that Brian Sharoff, president of the Private Label Manufacturers Association (PLMA), had sadly passed away. Brian led the PLMA for almost 40 years – and as loyal listeners might recall, we interviewed...

What's Consumer Foods to Go about?

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Consumer Foods to Go episodes:

Innovation in private label – Live from PLMA's World of Private Label trade show

The protein leverage hypothesis: Do we need to think differently about protein intake?

Expo West 2024 review: Exciting, optimistic, and realistic

The challenges in measuring sustainability data

Agri commodities: Increased supply meets weak demand

Ultraprocessed foods

European Packaging Regulation Is Coming Your Way!

Innovation in Food Retail – The Perspective From Spar

The Future of Private Label – Live From the PLMA!

Consumer Foods-to-Go Goes Upstream – Regenerative Agriculture Explained

Nutri-Score and the Consumer’s Response: Not Always What You Would Expect!

Consumer Foods to Go Reviews Expo West 2023: Key New Trends and Themes

Foodservice in 2023: Consumer Uncertainty, Continued Cost Volatility

The Labor Market and Food Business: Continued Challenges Ahead

Year-end Wrap-up and Glimpse Into 2023

Agri Commodities in 2023 and the Impact on Food Companies

Resilience in Food

What’s Next – With Michael Every

Ocean and Road Freight Outlook – Some Rays of Sunshine

Supply Chain Disruptions and Private Label – Dispatch From the PLMA Trade Show Floor

A Conversation About Consumer Inflation

Growth in Foodservice Franchising Is To Be Found… in Europe!

Consumer Foods-to-Go Goes Expo West

What the War in Ukraine Means for Food

What's New With F&A Startups? (Featuring FoodBytes!)

Foodservice Outlook 2022

Outlook 2022: What Do Food Investors Have on Their Mind?

Rabobank’s Outlook for Commodities in 2022

Labor in Food – Whatever Happened to the Heroes?

The Consumer Foods-to-Go podcast reviews Anuga

Konbini – Lessons From Japanese Convenience Food

Scope 3 in Scope

A Deep Dive Into the Current Logistical Challenges in Food

Plant-Based Meat Substitutes: Is Asia the Next Frontier?

Inflation!

Eco-Score: A, B, C, Easy as 1, 2, 3... Or Is It?

Working From Home After the Pandemic and the Impact on Food

What Can Restaurants Do With the Rise of Delivery?

Consumer Foods-to-Go: What’s on the Menu?

What Has and Hasn’t Changed in Food – Rabobank's Clients' Views

Plant-Based Foods – A Banker’s View

How E-Commerce Is Changing Fresh Food Shopping in China

Direct to Consumer – Are You Doing It All Wrong?

Commodities in 2021… and the Impact on Food Companies

Can Bars and Restaurants Recover by 2022? (featuring the Liquid Assets podcast)

The Economics of Food Delivery

Plastic Fantastic Revisited – Has the View Toward Plastic Changed?

Ghost Kitchens in India and Southeast Asia Explained

Consumer Foods to Go: Unpacking the European Green Deal

Private Label: Past, Present, and Future – In Memory of PLMA President Brian Sharoff

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