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.

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.

Once a year, RaboResearch takes the Consumer Foods to Go podcast off-piste. Last week, instead of recording from behind our desks, we once again picked up our microphones and visited the Private Label Manufacturers Association's (PLMA) World of Private Label trade show in Amsterdam. Given the tremendous run that private label market share has had in recent years, the million-dollar questions is: What's next? Could the widened price gap between name brands and their private label counterparts provide opportunities for private label? We have asked five exhibitors their opinion. And – of course – we got five different answers.
 
 
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Like every year, RaboResearch visited Natural Products Expo West, one of the largest food trade shows in the US. In this episode of Consumer Foods to Go, analysts Tom Bailey, Nick Fereday, and JP Frossard share their observations of this year's edition. In their view, with more "real food" and products with shorter ingredient lists, the 2025 Expo West trade show lived up to its "Natural Products" name more than previous editions. Of course, there was much more. Consumer favorites such as protein, convenience, and global flavors were also well represented.

On February 13, RFK Jr was confirmed as the US Health and Human Services secretary in the Trump administration. That same day, some of his plans were unveiled, all aligning with the "Make America Healthy Again" (MAHA) initiative. While some of RFK Jr's ideas are considered controversial, this is a good opportunity to evaluate the policies at face value and assess their potential impacts. To this end, hosts Maria Castroviejo and Cyrille Filott interviewed their colleague and US resident Nick Fereday once again. His message: We don't know yet, but…