Consumer Foods to Go

Every year at the Private Label Manufacturers Association trade show in Amsterdam, Sebastiaan Schreijen and Cyrille Filott sit down with industry leaders to discuss the state of private label in food. This year's podcast is especially compelling for two reasons: the turbulent global food environment, marked by high energy prices and persistent inflation, and the sharp perspectives shared by an exceptional group of guests. Tune in to hear insights from Matt Frost, Executive Director at Glacier; Jean-Manuel Lévêque, CEO of Novepan; and Jens Sievert, Director of International Design & Branding at Daymon. All three are highly experienced executives who offer thoughtful views on inflation, resilience, and whether private label's market share is nearing its ceiling. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

April served up big signals for the food industry, and we're breaking them down. In this episode, we unpack the month's headlines through three lenses: geopolitics and what it could mean for supply and trade, fresh Q1 foodservice insights and why 2026 looks more like a year of sorting than a straight recovery, and the accelerating cost-cutting wave across major food and retail players (and why it's not AI-driven... yet). Plus, in our "Specials," we clarify the note about "another ceasefire," pressure-test the latest inflation takeaways, and share an outlook on fertilizers. Finally, we tackle questions on cybersecurity. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

In this episode of Consumer Foods-to-Go Wrap, we look at a whole buffet of topics. We examine how recent geopolitical tensions in Iran are influencing global consumer confidence, purchasing behavior, and commodity-driven price movements. We also discuss the sharp uptick in M&A across the food sector, where companies are pursuing scale, capabilities, and innovation through strategic deals. Finally, we share on-the-ground insights from Natural Products Expo West and Alimentaria + Hostelco, highlighting emerging brands, breakthrough concepts, and the trends shaping the next wave of food and beverage innovation. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

A lot has been happening across the food sector, so it's the perfect moment to bring you up to speed. In our February wrap‑up, Maria Castroviejo, Tom Bailey, and Cyrille Filott take a deep dive into the major developments shaping the industry. They cover a wide range of topics – from the latest thinking on health and nutrition to key takeaways from CAGNY that are influencing corporate strategy. The team also unpacks recent strategic moves by Kraft Heinz and explores what these shifts might signal for the broader market. Finally, they look ahead at the evolving future of the packaging sector, where innovation, regulation, and sustainability continue to drive rapid change. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

A lot has been happening across the food sector, so it's the perfect moment to bring you up to speed. In our February wrap‑up, Maria Castroviejo, Tom Bailey, and Cyrille Filott take a deep dive into the major developments shaping the industry. They cover a wide range of topics – from the latest thinking on health and nutrition to key takeaways from CAGNY that are influencing corporate strategy. The team also unpacks recent strategic moves by Kraft Heinz and explores what these shifts might signal for the broader market. Finally, they look ahead at the evolving future of the packaging sector, where innovation, regulation, and sustainability continue to drive rapid change. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.