Gadfly: latest news, insights and analysis | ESM Magazine

Kellogg Needs Brands That Don't Snap, Crackle, Flop: Gadfly

Kellogg Co.'s newly minted CEO Steve Cahillane signed off on a $600 million deal for protein bars just four days into the job, a purported message to inves...

Kraft Heinz Is One Model, But Not Necessarily The Best: Gadfly

As the biggest packaged-food companies scramble to post satisfactory growth figures and maintain grocery shelf space -- potentially by resorting to risky a...

Walmart's U.K. Problems Can't Be Solved With Pricey M&A: Gadfly

Wal-Mart Stores Inc.'s incursion into the U.K. via the 1999 purchase of Asda left it with a giant supermarket that's been losing market share amid intensif...

Tesco Has A Long Campaign Before Booker's In The Bag: Gadfly

Forget Brexit, when it comes to Tesco Plc, it's all about Booxit: Will the U.K. supermarket chain be able to convince investors to back its almost 4 billio...

Big Tobacco's $49 Billion Megadeal Is A Real Drag: Gadfly

Reynolds American Inc. has pushed British American Tobacco Plc to the limit in securing a $49 billion takeover offer from its U.K.-based cigarette peer. Th...

UK Supermarkets Brace for Food Price Hikes: Gadfly

Marmageddon, Toblerone-gate, shrinking fish fingers. Get ready for more food fights. The 12% slump in sterling following Britain's vote to leave the Eur...

Pernod's Investors Should Keep Their Champagne On Ice: Gadfly

Don't get too excited about a Chinese luxury recovery. That's the message from Pernod Ricard, seller of high-end spirits. And despite an improvement in...

Nestle's New Man Has to Justify Investors' Sweet Tooth: Gadfly

Nestle's share-price pickup on Thursday looks like a triumph of hope over reality. The world's biggest food company reported its slowest first-half sale...