2009

Opinion │ 2009

2010

2009

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December 2009	November 2009
Interview with Nestlé's Head of UK Confectionery │ www.just-food.com Ongoing speculation on potential Cadbury acquisition │ www.just-food.com	Ongoing speculation on potential Cadbury acquisition │ www.bloomberg.com Ongoing speculation on potential Cadbury acquisition │ www.just-food.com Ongoing speculation on potential Cadbury acquisition │ www.just-food.com Ongoing speculation on potential Cadbury acquisition │ www.just-food.com Warren Buffet invests in Nestlé │ www.agefi.com Potential bid for Cadbury by Ferrero and Hershey │ www.just-food.com Potential bid for Cadbury by Ferrero and Hershey │ www.just-food.com Kraft's bid for Cadbury │www.wsj.com
October 2009	September 2009
Danone valuation premium relative to Nestlé and Unilever │ www.reuters.com Danone 9M 2009 sales results │ www.reuters.com Danone 9M 2009 sales results │ www.reuters.com Danone 9M 2009 sales results │ www.guardian.co.uk Danone 9M 2009 sales results │ www.just-drinks.com Nestlé 9M 2009 sales results │ www.bloomberg.com Nestlé 9M 2009 sales results │ www.just-drinks.com Nestlé 9M 2009 sales results │ www.just-food.com	Kraft's bid for Cadbury │ www.dowjones.com Nestlé's threat to relocate HQ │ www.just-food.com Kraft's bid for Cadbury │ www.afp.com Kraft's bid for Cadbury │ www.just-food.com Kraft's bid for Cadbury │ www.just-food.com Kraft's bid for Cadbury │ www.just-food.com
August 2009	July 2009
Lindt & Sprüngli H1 2009 results │ www.wsj.com Lindt & Sprüngli H1 2009 results │ www.dowjones.com Lindt & Sprüngli H1 2009 results │ www.reuters.com Lindt & Sprüngli H1 2009 results │ www.just-food.com Lindt & Sprüngli H1 2009 results │ www.money.cnn.com Assessment of Unilever CEO Paul Polman │ www.bloomberg.com Review of Big 4 European Food interim results │ www.just-food.com Nestlé Q1 2009 results; focus on water │ www.just-drinks.com Global pet care trends │ www.dowjones.com Nestlé H1 2009 results │ www.wsj.com Nestlé H1 2009 results (1) │ www.dowjones.com Nestlé H1 2009 results (2) │ www.dowjones.com Nestlé H1 2009 results (1) │ www.just-food.com Nestlé H1 2009 results (2) │ www.just-food.com Nestlé H1 2009 results preview │ www.just-food.com Unilever Q2 2009 results │ www.wsj.com Unilever Q2 2009 results │ www.dowjones.com Unilever Q2 2009 results │ www.reuters.com Unilever Q2 2009 results │ www.money.cnn.com Unilever Q2 2009 results │ www.guardian.co.uk Unilever Q2 2009 results │ www.just-food.com Unilever Q2 2009 results │ www.lz-net.de	Cadbury Q2 results │ www.cnbc.com Cadbury Q2 results │ www.wsj.com Cadbury Q2 results │ www.dowjones.com Danone Q2 2009 results │ www.ft.com Danone Q2 2009 results │ www.wsj.com Danone Q2 2009 results │ www.just-food.com Danone Q2 2009 results │ www.just-drinks.com Cadbury and Fairtrade initiative │ www.just-food.com Nestlé and bottled water trends │ www.agefi.com Consolidation in global food, home & personal care industry│ etv.thomsonreuters.com
June 2009	May 2009
Barry Callebaut Q3 2008/09 results │ www.just-food.com P&G new CEO Robert McDonald │ www.marketingmagazine.co.uk General Mills at Deutsche Bank conference │ www.just-food.com Amoroso on "Financial guidance without the straitjacket" │ www.thegrocer.co.uk	Danone and Parmalat - Speculation on takeover │ www.just-food.com Unilever Q1 2009 results │ www.bloomberg.com Unilever Q1 2009 results │ www.cnbc.com Unilever Q1 2009 results │ www.dowjones.com Unilever Q1 2009 results │ www.forbes.com Unilever Q1 2009 results │ www.guardian.co.uk Unilever Q1 2009 results │ www.reuters.com
April 2009	March 2009
Nestlé CFO James Singh - Profile │ www.theglobeandmail.com Cadbury Q1 trading statement (1) │ www.just-food.com Cadbury Q1 trading statement (2) │ www.just-food.com Cadbury Q1 trading statement │ www.reuters.com Cadbury Q1 trading statement │ www.dowjones.com Cadbury Q1 trading statement │ www.wsj.com Cadbury Q1 trading statement │ www.money.cnn.com Unilever acquisition of Russian sauce maker, Baltimor │ www.just-food.com Cadbury/Perfetti - Speculation on acquisition of Leaf │ www.lz-net.de Danone 2008 dividend payout │ www.just-drinks.com Global bottled water trends │ www.agefi.com Nestlé Q1 2009 results │ www.wsj.com Nestlé Q1 2009 results │ www.dowjones.com Nestlé Q1 2009 results │ www.reuters.com Nestlé Q1 2009 results │ www.bloomberg.com Nestlé Q1 2009 results │ www.awp.ch Nestlé Q1 2009 results │ www.just-food.com Nestlé Q1 2009 results │ www.just-food.com Nestlé Q1 2009 results │ www.just-drinks.com Danone ends Indian JV with Wadia │ www.just-food.com Danone Q1 2009 results │ www.wsj.com Danone Q1 2009 results │ www.dowjones.com Danone Q1 2009 results │ www.just-food.com Danone Q1 2009 results │ www.just-drinks.com European chocolate industry - Easter preview │ www.reuters.com European chocolate industry - Easter preview │ www.cnbc.com Barry Callebaut CEO Patrick de Maeseneire to depart │ www.just-food.com	Nestlé nespresso expansion in the USA │ www.businessweek.com Lindt & Sprüngli full-year 2008 results │ www.wsj.com Lindt & Sprüngli full-year 2008 results │ www.reuters.com Carrefour full-year 2008 results and future strategy │ www.just-food.com Sara Lee - Speculation on sale of household & personal care │ www.just-food.com European food sector volumes and pricing │ www.dowjones.com Hershey buys Barry Callebaut Asian consumer business │ www.just-food.com Hershey buys Barry Callebaut Asian consumer business │ www.awp.ch Barry Callebaut consumer products deal with Natra │ www.forbes.com Barry Callebaut consumer products deal with Natra │ www.cnbc.com Barry Callebaut consumer products deal with Natra │ www.dowjones.com Barry Callebaut consumer products deal with Natra │ www.reuters.com Barry Callebaut consumer products deal with Natra │ www.just-food.com Barry Callebaut consumer products deal with Natra │ www.awp.ch
February 2009	January 2009
Cadbury full-year 2008 results (1) │ www.just-food.com Cadbury full-year 2008 results (2) │ www.just-food.com Nestlé full-year 2008 results │ www.dowjones.com Nestlé full-year 2008 results │ www.just-drinks.com Nestlé full-year 2008 results │ www.just-food.com Danone's UK PET bottle recycling initiative │ www.just-drinks.com Lindt & Sprüngli and 2008 Swiss chocolate exports │ www.agefi.com Danone full-year 2008 results │ www.reuters.com Danone full-year 2008 results │ www.just-drinks.com Danone full-year 2008 results │ www.just-food.com Unilever 2009 guidance │ www.reuters.com Unilever 2009 guidance │ www.forbes.com Unilever Q4 and FY 2008 results (1) │ www.just-food.com Unilever Q4 and FY 2008 results (2) │ www.just-food.com Speculation over Nestlé's stake in L'Oréal │ www.dowjones.com	LZ \| LBE German food retailing conference* (feedback) │ www.conference-group.de
* (PowerPoint presentation on "Branded Manufacturers' Response to the Hard Discounters" available only upon request)

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