processed food

Food reformulations and lifestyle change: China's plan to cut meat consumption by 50% , McDonald's swaps margarine to butter, Nestle reduces sodium, sugars, trans-fat, total fat, calories or artificial colourings

25 June 2016: China's plan to cut meat consumption by 50% 

China's plan to cut meat consumption by 50% cheered by climate campaigners - New dietary guidelines could reduce greenhouse gas emissions by 1bn tonnes by 2030, and could lessen country’s problems with obesity and diabetes by Oliver Milman and Stuart Leavenworth in Beijing Monday 20 June 2016 21.08 BST  https://www.theguardian.com/world/2016/jun/20/chinas-meat-consumption-climate-change?

Infographic - Less Meat, Less Heat from WildAid https://vimeo.com/170833983

Eat less meat to avoid dangerous global warming, scientists say - Research led by Oxford Martin School finds widespread adoption of vegetarian diet would cut food-related emissions by 63% and make people healthier too. Livestock-rearing is a major cause of greenhouse gases, in part because of the methane produced by the animals. Photograph: Jeff J Mitchell/Getty Images. BY Fiona Harvey 21 March 2016 https://www.theguardian.com/environment/2016/mar/21/eat-less-meat-vegetarianism-dangerous-global-warming



23 June 2016: McDonald's swaps margarine to butter, Nestle reduces sodium, sugars, trans-fat, total fat, calories or artificial colourings 


It Took McDonald's 6 Months to Swap From Margarine to Butter—and That Was Fast by   Leslie Patton June 22, 2016 -- The switch back to the original recipe (with butter) for the Egg McMuffin occurred in September, just before the national introduction of all-day breakfast... McDonald’s also recently changed its English muffins, now baked with unbleached flour instead of the bleached version....  “The change to butter was extremely fast. That’s probably the quickest change that we’ve made.”.... In late August, Grassland Dairy Products Inc. found out it needed about 2.4 million pounds of butter for the swap. The family-run operation started working overtime. The company’s three facilities went to seven days a week, up from six. And the dairy also had to push its cardboard-box supplier to make the McDonald’s packaging in just four weeks instead of the usual eight.... 

http://www.bloomberg.com/news/articles/2016-06-22/tweaking-mcmuffins-speeds-mcdonald-s-ahead-of-breakfast-rivals?



Big brands are pushing up on reformulations - Nestle reports for 2014 6,973 products with reduced sodium, sugars, trans-fat, total fat, calories or artificial colourings (up from 3,317 and 4,221 number of products changed in 2012 and 2013). Reducing sugar and fat in ready-to-drink products (product example: 54% total sugar reduction, 45% total fat reduction, 25% more protein), substitute partially hydrogenated oil with high oleic soybean oil (product example, 45% SFA reduced, 25,800 tonnes oil substituted and 9,900 tonnes trans fat removed), full fat ice cream case study (new mix recipe: -28% fat, increased protein content, no starch), instant noodle case study (15% sodium reduction whilst improving taste, 50% SFA reduction through pre-drying and oil blend optimization), micronutrients (example, biofortification of maize, cassava, what etc).


source: Nestle presentation, December 2015

Food sector news (update 7): European Agency for Food Safety warns on contaminants in palm oil in its May report, insights into processed food reformulations and sustainability

We've been keeping an eye on the food and processed foods sector, and shall try to post up some on some interesting trends or shifts here. Note the billion dollar snacks! Some reckon Hot Pockets and its spin-offs are a $2 billion business. By comparison, Unilever's Magnum is over EUR 1 billion in annual sales.

Also check, Khor Reports' Food Watch http://khorreports-palmoil.blogspot.my/p/khor-reports-food-watch.html

31 Jan 2017: EU food safety body to look again at palm oil health risks

EU food safety body to look again at palm oil health risks, Jan 27, 2017 -- Barilla, Italy's largest producer of baked goods, eliminated palm oil after EFSA's opinion, but Nutella maker Ferrero mounted an advertising campaign to defend its use. EFSA scientists will take into account a report the World Health Organization (WHO) and the U.N. Food and Agriculture Organization (FAO) published in November....http://www.reuters.com/article/us-health-palmoil-eu-idUSKBN15B1YP


24 May 2016: European Agency for Food Safety warns on contaminants in palm oil in its May report, insights into processed food reformulations and sustainability

Editor's notes: 

  • The measure against palm oil shown in the EFSA report is much higher than any I've seen on the same issue from the industry. At a recent talk on food safety at MPOB several weeks ago, the differential was shown was much closer, about 3x (also having improved over time). There is a clear need to reconcile such a wide range of indicated measures on the 3MCPD issue. It would also be good to find out what the real story is on trace contaminants in processed oils and fats. Are there also other trace contaminants arising form the chemical (including hexane) processing of soybean and other oils? Palm oil is different in being physically (rather than chemically) processed, and it clearly needs to address the EFSA position.
  • Russia has removed the palm oil tax idea on concerns about raising prices.

For palm oil, the moment of truth has arrived written by Marta Strinati May 17, 2016... On May 3, the European Agency for Food Safety (EFSA) published a substantial report warning that the contaminants in palm oil are cancerous and genotoxic, meaning it causes damage to DNA that can be transmitted to children. For one of those toxins, 3-mpcd, the EFSA set a threshold of 0.38 micrograms per kilogram of body weight, a dosage which, today, has been largely exceeded by the population, especially by children, teens and even infants. According to EFSA’s opinion, the food industry made a last attempt to misinform, claiming that the processing contaminants have also been found in other refined vegetable oils. But the report is clear: Palm oil contains six to 10 times more.... Big Food has known for 12 years that the palm oil used in food carries with it toxic and cancerous contaminants. Documents from the authorities and multinational food producers clearly show that the risks connected to consumption of low-quality vegetable fat were known. Those parties discussed possible solutions, but never offered up a remedy....But the rainforests are far away, and saturated fats aren’t very scary. Knowing that a food eaten so much by children contains substances that cause cancer has set, again, the spotlight on the battle against palm oil.... http://ilmanifesto.global/for-palm-oil-the-moment-of-truth-has-arrived/


Big brands are pushing up on reformulations - Nestle reports for 2014 6,973 products with reduced sodium, sugars, trans-fat, total fat, calories or artificial colourings (up from 3,317 and 4,221 number of products changed in 2012 and 2013). Reducing sugar and fat in ready-to-drink products (product example: 54% total sugar reduction, 45% total fat reduction, 25% more protein), substitute partially hydrogenated oil with high oleic soybean oil (product example, 45% SFA reduced, 25,800 tonnes oil substituted and 9,900 tonnes trans fat removed), full fat ice cream case study (new mix recipe: -28% fat, increased protein content, no starch), instant noodle case study (15% sodium reduction whilst improving taste, 50% SFA reduction through pre-drying and oil blend optimization), micronutrients (example, biofortification of maize, cassava, what etc). 


Source: Nestle presentation, December 2015



18 April 2016: Food safety issues in veg oils, Russia mulls tax on sugar and palm oil?


Editor's note: In AmBank news update, "Putin said that Russia should consider labelling palm oil products. As an alternative, Russia may consider an excise duty on palm oil products." A reader who checked with Russia trade specialists said that is not true. At an annual televised call-in, a question on putting cigarette-style health warning on palm oil products, Mr Putin replied that it not clear that palm oil is quite as bad as tobacco.

Vladimir Putin: $2bn linked to Panama Papers was spent on expensive classical instruments - and what else we learnt from Russian President's phone-in by Roland Oliphant, moscow  14 APRIL 2016; .... Intermission II: Cows, sanctions and unhealthy palm oil: Another intermission, this time to a cattle farm. The farmers have two questions: first, what happened if Western sanctions against Russia are cancelled, and consequently Russia's retaliatory embargo on Western food. That measure has been a boon for Russian farmers, allowing them to squeeze into sectors, including cheese, that had been dominated by foreign imports..... The second question is a request to put cigarette-style health warnings on palm oil products. Mr Putin says he doubts sanctions will be cancelled soon, but that "other support" may be considered for farmers when they are. And it is not clear that palm oil is quite as bad as tobacco, he adds. http://www.telegraph.co.uk/news/2016/04/14/vladimir-putins-phone-in-with-russia/

Russian Government to Introduce Tax on Sugar and Palm Oil The Moscow Times Feb. 05 2016; ... The list of goods subject to the new tax include palm oil and sugary drinks. The list may also include electronic cigarettes, potato chips and other products with high levels of fat and sugar, two unidentified federal officials told Vedomosti. The idea was supported by Russian President Vladimir Putin, both officials said..... According to an unidentified representative of the Ministry of Economic Development, the issue is already being developed. “We have the instructions from the government on this subject and in the near future (within a few weeks) will present suggestions and calculations,” he was quoted by the newspaper as saying. The representative pointed out the new measure is aimed not only at bringing money into the federal budget but also at reducing the consumption of products with high levels of sugar and fat.... http://www.themoscowtimes.com/business/article/russian-government-to-introduce-tax-on-sugar-and-palm-oil/558796.html



At MPOB PAC Forum, 14 April 2016, a presentation by Prof Dr Aishah on food safety issues, and a useful slide on edible crud oil risk matrix - pesticids, PAH, mineral oil, dioxins and PCBs and heavy metal (lead):


22 June 2015: India  PepsiCo to cut down salt, sugar content in packaged foods and FSSAI setting up an expert committee to regulate salt, sugar and fat in foods


PepsiCo to cut down salt, sugar content in packaged foods By Ratna Bhushan, ET Bureau | 22 Jun, 2015; NEW DELHI: PepsiCo has stepped up work on reducing salt and sugar in the beverages and snacks it sells in India amid growing public concern over high levels of some ingredients in packaged
foods available in stores.  The US-headquartered food and beverage giant is likely to roll out the refined products ahead of schedule, executives aware of the development said. Last week, the Food Safety & Standards Authority of India (FSSAI) had said that it is setting up an expert committee to regulate salt, sugar and fat in foods ..
http://economictimes.indiatimes.com/articleshow/47762685.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst


28 May 2015:  The rising distrust of Big Food (largest 25 companies saw their control slip from a combined 49.4% share in 2009 to 45.1% share in 2014) and the beef-leather consumption divergence


Big Food's Big Problem: Consumers Don't Trust Brands - Industry Giants Shift Strategy To Win Back Health-Focused Americans By E.J. Schultz.   Published on May 25, 2015;
This rather unappetizing statement was tucked into a request for proposals recently sent to ad agencies: "Most of our food supply comes from factory farms, is dependent on GMOs and chemicals, and is not sustainably grown or raised." The inflammatory language sounds like the typical musings of a fiery activist ready to take on Big Food. But it actually came from the Kashi brand owned by industry giant Kellogg Co. The brand is seeking ideas to "re-establish our identity in the natural foods movement." The RFP, which was recently obtained by Ad Age, is a small but telling example of how the food industry has been shaken from its core, forced to reinvent itself in the face of shifting consumer demands. Families once reliably heaped their plates with products such as Stove Top stuffing from Kraft Foods, Hamburger Helper from General Mills and Kellogg cereals, along with similar products from other processed food titans. But now those consumers are increasingly migrating to smaller, upstart brands that are often perceived as healthier and more authentic.....The rapidly shifting tastes have forced executives into taking some dramatic steps. They are racing to reformulate iconic products like Kraft's Mac and Cheese, while acquiring smaller brands in hopes of reinventing themselves to appeal to today's finicky consumers. But their search for growth comes amid intense pressure to cut costs as bottom-line focused private equity firms such as 3G Capital lurk.
Some $18 billion in sales have shifted from large to small companies from 2009 to 2014 across all consumer packaged good categories, according to report by Boston Consulting Group and IRI. Credit Suisse recently isolated the changes in market share among food and beverage companies and found that the largest 25 companies saw their control slip from a combined 49.4% share in 2009 to 45.1% share in 2014. Their "dominance of the core U.S. market seems to be slowly eroding," Credit Suisse stated in a report..... http://adage.com/article/cmo-strategy/big-food-falters-marketers-responding/298747/

Your Salad Lunches Are Killing American Leather - Diets and droughts have made cattle hide more expensive, creating a leather shoelace crisis May 27, 2015 by James Tarmy; “Two years ago the hides cost me $50, and that didn’t seem so bad. But now they’re $112,” Howlett sighs. “Twelve bucks starts to feel like a pretty raunchy deal.” As a middleman between cattle ranchers and shoe sellers, Howlett has limited ability to pass along her rising costs. Auburn’s sales have begun to decline, to $19 million in 2014 from $20 million the year before, and net profit has been cut in half.
Leather has always been a byproduct of the meat industry, and as Americans’ beef consumption grew over the 20th century, the leather industry grew with it. The past three decades, though, have seen a decline of about 28 percent in Americans’ appetite for beef, and the supply of hides has dwindled accordingly. At the same time, drought in the Midwest has pushed up feed prices. The result is that America has fewer and more expensive cows. Meanwhile, the world’s consumers still want leather goods.... http://www.bloomberg.com/news/features/2015-05-27/your-salad-lunches-are-killing-american-leather?cmpid=BBD052715

19 April 2015: Fight for $15 minimum wage and unionization may raise fast food prices; zero food price inflation may trigger supermarket price war and more according to Citi Research, Majority of Australia sold packaged foods found to be unhealthy, Coles fined A$2.5 m for 'fresh' bread claims


Burger King Founder Says Higher Wages Could Kill Off ‘Dollar Menus’ by Nolan Feeney @NolanFeeney   April 15, 2015  “I see a lot of $10 hamburgers arriving on the scene,” David Edgerton says. Burger King co-founder David Edgerton says fast food workers pushing for higher wages could spell the end of the “dollar menu,” and usher in an era of higher-quality, more expensive convenience restaurants. Edgerton, 87, spoke to TIME on Wednesday as fast-food workers around the world staged protests and strikes—some at Burger King locations—as a part of the “Fight for $15” campaign, which calls for a $15 per hour minimum wage and the right to unionize. “What’s going to happen, really, is you’re going to see less and less of the quick and dirty kind of places,” said Edgerton, who founded the fast food giant with James McLamore in 1954 and now serves on the board of Avantcare, a company that makes nutritional products to help treat addiction. “You’re not going to be able to run these places [paying workers] $15 an hour or whatever it will be.”... http://time.com/3823384/burger-king-founder-minimum-wage-mcdonalds-protests/?xid=newsletter-brief

Next blow for Woolies, Coles: zero food price inflation Apr 15 2015| BRISBANE TIMES| Stalled prices for goods such as wheat, sugar and dairy are likely to cost Australia's supermarket giants more than a price war, according to Citi Research.... http://www.afr.com/markets/commodities/agriculture/next-blow-for-woolies-coles-zero-food-price-inflation-20150414-1mkh5e

Majority of packaged foods found to be unhealthy Down Under 13 April 2015 http://mobile.foodnavigator-asia.com/Markets/Majority-of-packaged-foods-found-to-be-unhealthy-Down-Under/?utm_source=newsletter_daily&utm_medium=email&utm_campaign=14-Apr-2015&c=g5U1F%2FHXoYolJTQnOm2tj2KnTMZZv3qc#.VTMgcJ2wqTN
Coles fined A$2.5 m for 'fresh' bread claims 10 April 2015 http://mobile.foodnavigator-asia.com/Policy/Coles-fresh-bread-claims-Fined-A-2.5m/?utm_source=newsletter_daily&utm_medium=email&utm_campaign=14-Apr-2015&c=g5U1F%2FHXoYoCEJZoZiNQwvxcC%2Bf8IObS#.VTMgbZ2wqTN


14 March 2015: Ferrero plans first factory in China


Ferrero plans first factory in 'strategic' Chinese market 11-Mar-2015; Mars holds a 39% value share of the Chinese chocolate market, but lost some ground in 2014 to Ferrero and Hershey, both of which grew their share to 12%, according to Euromonitor International.... Local news reports claim the Xiaoshan factory will produce 30,000 metric tons of chocolate and candies annually... According to Euromonitor, Ferrero has doubled chocolate sales in China over the past five years ot reach $190m in retail value sales in 2013...the firm currently manufactures toys for its Kinder brand in China, but products are imported from outside the country. Ferrero operates 20 plants worldwide including ones in India, Russia and Australia...Euromonitor expects a further $1bn of sales in chocolate confectionary in the next five years, representing a compound annual growth rate of 7%... Euromonitor recently wrote: ".. seasonal products and a culture of gift giving are prevalent in the Chinese market, which makes it a particularly conducive market for both Lindt and Ferrero.... "
http://mobile.foodnavigator-asia.com/Business/Ferrero-China-factory-plans-revealed/?utm_source=newsletter_daily&utm_medium=email&utm_campaign=12-Mar-2015&c=g5U1F%2FHXoYppeWyjc906DKwECOgNgUCZ#.VQQPJZ2wqrR

16 February 2015: Ferrero patriarch - "the richest candy man on the planet" - dies at age 89; Milka-Cola premium milk beverage


World’s Richest Candy Maker and Nutella Founder Died on Valentine’s Day by Maya Rhodan @m_rhodan   1:15 PM ET; Owner of Italian chocolate company Ferrero dies at age 89. Michele Ferrero was the patriarch of the Ferrero family, whose company spawned Ferrero Rocher chocolates
Ferrero’s father created what would later be widely known as Nutella during World War II when cocoa was in short supply. He used hazelnuts to stretch the little chocolate he had. Years later, Nutella is among one of the most beloved treats in Italy and across the world. Forbes described Michele as the “richest candy man on the planet.”.... http://time.com/3710479/michele-ferrero/

Got Coke? Soda maker starts selling 'premium milk' by Associated Press February 3, 2015, 4:02 PM
Coca-Cola is coming out with premium milk that has more protein and less sugar than regular milk. And it's betting people will pay twice as much for it..... The national rollout of Fairlife over the next several weeks marks Coke's entry into the milk case in the U.S. and is one way that the world's biggest beverage maker is diversifying its offerings as Americans continue turning away from soft drinks.... It also comes as people increasingly seek out some type of functional boost from their foods and drinks, whether it's more fiber, antioxidants or protein. That has left the door open for Coke to step into the milk category, where the differences between options remain relatively minimal and consumption has been declining for decades.... "It's basically the premiumization of milk," Sandy Douglas, president of Coca-Cola North America, said at an analyst conference in November. If developed properly, Douglas said, it is the type of product that "rains money.".... Fairlife, which Coca-Cola formed in partnership with dairy cooperative Select Milk Producers in 2012, says its milk goes through a filtration process that's akin to the way that skim milk is made. Filters are used to separate the various components in milk. Then more of the favorable components are added, while the less desirable ones are kept out. The result is a drink that Fairlife says is lactose free and has 50% more protein, 30% more calcium and 50% less sugar than regular milk.... The same process is used make Fairlife's Core Power, a drink marketed to athletes that has even more protein and calcium than Fairlife milk..... http://www.latimes.com/business/la-fi-coke-milk-20150203-story.html


11 February 2015: PepsiCo and Coca-Cola show North Am growth to offset ROW slowdown; news links on food sector giants - Coke, Pepsi, McD, Unilever, General Mills, Mondelez/Kraft, Nestle... headlines on USD impact, earnings drag on demand in recent months


 PepsiCo’s Fourth-Quarter Profit Tops Analysts’ Estimates 'By' Duane Stanford 8:11 PM AWST  February 11, 2015 (Bloomberg) -- PepsiCo Inc., whose stable of brands includes beverages and the Frito-Lay snack division, posted fourth-quarter profit that topped analysts’ estimates even as currency headwinds eroded sales.... PepsiCo generated organic sales growth of 5 percent last quarter, helped by gains at its snack and beverage businesses. While currency fluctuations turned that increase into a 1 percent drop, the results showed overlying strength at the company. It also pledged to return $8.5 billion to $9 billion to shareholders through dividends and share buybacks in 2015..... PepsiCo right now has a lot of momentum,” Chief Financial Officer Hugh Johnston said in an interview. The company has increased U.S. sales by $1 billion, lifted by new products such as Naked Juice Kale Blazer and Mountain Dew Kickstart, Johnston said..... New products now account for 9 percent of sales, compared with 7 percent earlier years ago, a sign the company’s innovation push is paying off.
Chief Executive Officer Indra Nooyi also has forged a truce with activist investor Nelson Peltz’s Trian Fund Management LP, who had insisted she split the company’s snack and beverage businesses.....  Coca-Cola also beat estimates with its fourth-quarter results on Tuesday, saying that North American growth was helping offset a slowdown in the rest of the world..... That’s the case with PepsiCo too, Johnston said..... Overall, currency will reduce earnings growth by 7 percent this year, PepsiCo said. The company expects organic sales growth in the mid-single digits.... http://www.bloomberg.com/news/articles/2015-02-11/pepsico-profit-tops-estimates-after-growth-offsets-currency-woes

Unilever Profit Rises Despite China Sales Slump - Consumer-Goods Group Reports 6.8% Rise in Full-Year Net Profit on a 2.7% Fall in Revenue, By  Peter Evans; LONDON—Unilever PLC said weakening demand in emerging markets, especially China, has showed no sign of firming up this year even as the consumer-goods group reported a rise in profit in 2014... “There are still huge amounts of uncertainty in the world,” Jean-Marc Huët, Unilever’s chief financial officer, said Tuesday. “We’re not going to be too bullish at this time.”... http://www.wsj.com/articles/unilever-profit-rises-despite-china-sales-slump-1421739275

Coke Says 2015 Will Be a ‘Challening Year’ - WSJ
http://www.wsj.com/articles/coke-says-2015-will-be-a-transition-year-1423572751?mobile=y

55% - The decline in Coca-Cola’s fourth-quarter profit, which was pulled down by weakening foreign currencies and one-time charges. The company warned that overseas business conditions could worsen this year. .. http://tk.wsjemail.com/track?type=click&enid=ZWFzPTEmbXNpZD0xJmF1aWQ9Jm1haWxpbmdpZD01NjkyNDMxJm1lc3NhZ2VpZD04Njg5MDAmZGF0YWJhc2VpZD02ODIwMDAmc2VyaWFsPTE2OTY1MzQ1JmVtYWlsaWQ9eXVsZW5na0BnbWFpbC5jb20mdXNlcmlkPXl1bGVuZ2tAZ21haWwuY29tJnRhcmdldGlkPSZmbD0mZXh0cmE9TXVsdGl2YXJpYXRlSWQ9JiYm&&&1012011142&&&http://www.wsj.com/articles/coke-says-2015-will-be-a-transition-year-1423572751?mod=djem10point

Pepsi Traders Brace for Dollar Impact on Overseas Sales: Options  Earnings -  Feb 10, 2015; 
rating on the stock, said by telephone Feb. 5. “Pepsi in particular has large exposure to volatility in Russia.” PepsiCo Earnings Analysts forecast PepsiCo on Wednesday will say fourth-quarter net...
http://www.bloomberg.com/news/articles/2015-02-10/pepsi-traders-brace-for-dollar-impact-on-overseas-sales-options

What McDonald's Problems Say About American Taste  industries -  Jan 30, 2015  
invented the concept of fast food. It promised meals that were inexpensive and convenient, that could be eaten on the go and even with one hand while driving. The food wasn't necessarily healthy...
http://www.bloomberg.com/news/articles/2015-01-30/what-mcdonald-s-problems-say-about-american-taste

Unilever Sees No 2015 Improvement; Sales Miss Estimates  Jan 20, 2015; Unilever, whose detergents and deodorants are used by 2 billion consumers daily, said full-year performance will be similar to last year after posting quarterly sales growth that trailed analysts’...
http://www.bloomberg.com/news/videos/2015-01-20/unilever-sees-no-2015-improvement-sales-miss-estimates

General Mills Falls as Slump Prompts Company to Cut Forecast; General Mills Inc., the maker of Cheerios, Bisquick and Yoplait, fell 3.6 percent after slow growth in emerging markets and a lingering slump at home forced the company to cut its forecast. Earnings...
http://www.bloomberg.com/news/articles/2014-11-07/general-mills-tumbles-as-slump-prompts-company-to-trim-forecast

Mondelez’s Cost Cuts Fuel Profit Gains Amid Sluggish Demand  - Earnings -  Nov 5, 2014  
pressure for cutbacks at the company. Mondelez named Peltz to its board in January after Peltz’s Trian Fund Management LP abandoned a proposal for Mondelez to merge with PepsiCo Inc. to spur growth... http://www.bloomberg.com/news/articles/2014-11-05/mondelez-tops-quarterly-earnings-estimates-increases-forecast


Nestle’s Shocking Miss Puts 5% Growth at Risk: Cox  Asia -  Oct 16, 2014; Jon Cox, head of Swiss equities at Kepler Cheuvreux, examines results from Nestle as nine-month sales failed to meet expectations and looks at the economic factors in Asia and Europe that may...
http://www.bloomberg.com/news/videos/2014-10-16/nestles-shocking-miss-puts-5-growth-at-risk-cox

Nestle Revenue Misses Estimates Amid Price Pressure  Europe -  Oct 16, 2014  
Nestle reported nine-month sales that missed analysts’ estimates as deflationary pressure eroded revenue in Europe, providing a setback for the world’s biggest food company in reaching its full-year... http://www.bloomberg.com/news/videos/2014-10-16/nestle-revenue-misses-estimates-amid-price-pressure

Low Oil Is a Help to Consumers: MacDonald  Oil -  Jan 15, 2015  
Allianz Global Investors CIO Global Equities Lucy MacDonald discusses the consumer goods sector in Asia, India's surprise rate cut, and the strengthening U.S. dollar with Bloomberg's Stephen...



23 October 2014:  MCD regionalism, Hot Pockets  & food stamps


McDonald's Discovers Its Inner Locavore and Learns to Love Regionalism By Venessa Wong, October 22, 2014; "McDonald’s (MCD) is taking a new approach to its menu, and it’s all about you... “Customers want to personalize their meals with locally relevant ingredients,” McDonald’s Chief Executive Don Thompson said on Tuesday, after the fast-food giant again posted disappointing earnings. Starting in January, he said, McDonald’s will simplify the core menu to highlight popular items, cut back on items that don’t sell well, and begin to allow regional groups of franchisees to offer more localized versions of burgers, beverages, and chicken and breakfast items...." http://www.businessweek.com/articles/2014-10-22/mcdonalds-discovers-its-inner-locavore-as-sales-struggles-continue?campaign_id=DN102214

Every Food Trend Goes Against Slumping Hot Pockets, Even Government Spending By Venessa Wong, October 22, 2014; "Just about every major food trend is working against Hot Pockets, and Nestlé (NSN:VX) clearly knows it has a problem brand on its hands.... The company tried to revive its line of microwavable meat pouches last year with a foodie makeover, boasting of “premium cuts of meat” and “real cheese” in the new and improved version. But even these quasi-gourmet touches can’t mask the fact that Hot Pockets are processed food sold at a time when consumers are seeking freshness at the expense of frozen options. A beef recall earlier this year also hit Hot Pockets, putting the product at odds with increasing consumer focus on food safety.... Now executives at Nestlé are pointing to another factor in the long-running Hot Pocket cold streak. A temporary boost in federal food-stamp assistance that was introduced in 2009 was allowed to expire in late 2013. Recipients of the Supplemental Nutrition Assistance Program (SNAP) benefits are ”a big part of the consumption of this particular product,” said Chris Johnson, executive vice president of Nestlé Business Excellence, during a sales call last week.... “For our Hot Pockets brand, it was not surprising to understand the value our products offered to the SNAP consumer,” said Molly Fogarty, Nestlé vice president for government relations, wrote in an e-mail. A two-pack of Hot Pockets costs about $2.50, she said, and the 12-count package, for around $11, is even more economical.... Reductions in the food-stamp program haven’t just affected Hot Pockets. Such large grocers as Wal-Mart Stores (WMT), which gets roughly 4 percent of its revenue from food stamps, have also said the SNAP reductions have hurt their U.S. business...." http://www.businessweek.com/articles/2014-10-22/behind-the-hot-pockets-slump-nestl-battles-every-food-trend#r=lr-sr

Nestle: Inside the Hot Pocket Plant; http://www.youtube.com/watch?v=23Tn1kOlyR8

Factoids: Hot Pockets Nutrition, http://caloriecount.about.com/hot-pockets-nutrition-m1493 
Calories in Pepperoni Pizza, 290 calories with 99 calories from fat; http://en.wikipedia.org/wiki/Hot_Pockets cites this: Hot Pockets were invented by Paul Merage and David Merage in the 1970s. They founded the company Chef America Inc. and began producing Hot Pockets in 1983. In 2002 Chef America was sold to Nestlé, and (as of 2012) Hot Pocket products are "now a $4.5 billion category of frozen sandwiches and snacks."

Food labelling and tax ideas (update 5): Obesity blamed on food (diet with sugar and carbo excess), public falsely told couch potato lifestyle to blame - report in British Journal of Sports Medicine, Malhotra et al.; US views on palm oil plantations, FDA food labels concerns on health claims; Nestle reformulates Nesquick, Fruit drinks with more sugar than sodas, sugar lobby tactics compared to tobacco denials; Food industry battles against added-sugar label in US; Caps on fat, salt and sugar promised by UK Labour

23 April 2015: Obesity blamed on food (diet with sugar and carbo excess), public falsely told couch potato lifestyle to blame - report in British Journal of Sports Medicine, Malhotra et al.

Sugar is to blame for obesity epidemic - not couch potato habits - You cannot out run a bad diet, experts warn, as they suggest greed, not sloth is causing Britain's expanding waistlines; By  Laura Donnelly, Health Editor 11:30PM BST 22 Apr 2015;  Sugar and carbohydrates are the real culprits in the obesity epidemic - and the public has been falsely told that couch potato lifestyles are to blame, a new report has claimed. Writing in the British Journal Of Sports Medicine, they said poor diet now generates more disease than physical inactivity, alcohol and smoking combined. The editorial, by a group of cardiologists and sports experts, says that while obesity has rocketed in the past 30 years there has been little change in physical activity levels.  "This places the blame for our expanding waistlines directly on the type and amount of calories consumed," they write.....
The authors, who include Prof Aseem Malhotra, a cardiologist and adviser to the campaign group Action on Sugar, said the public had been sold a “false perception” that exercise was more important than eating healthily, when the opposite was true. Prof Malhotra said US data which tracked obesity and activity levels found little change in activity levels over two decades, while obesity levels soared.
In Britain, 25 per cent of adults are now obese, compared with less than 3 per cent in the 1970s.
• Obesity not dementia will be the biggest threat to the NHS.  Activity levels have not been tracked consistently over the same period, but data from the 1990s and 2000s suggests exercise levels could even be increasing...... http://www.telegraph.co.uk/news/health/news/11556593/Sugar-is-to-blame-for-obesity-epidemic-not-couch-potato-habits.html


22 April 2015: US views on palm oil plantations, FDA food labels concerns on health claims

Palm Oil Plantations Are Blamed For Many Evils. But Change Is Coming April 21, 2015 3:55 AM ET Anthony Kuhn; Palm oil is in everything, from pizza dough and chocolate to laundry detergent and lipstick. Nongovernmental organizations blame it for contributing to assorted evils, from global warming to human rights abuses. But in the past year, this complex global industry has changed, as consumers put pressure on producers to show that they're not destroying forests, killing rare animals, grabbing land or exploiting workers. I was somewhat astonished to discover, on a trip to a palm oil plantation in the province of North Sumatra, Indonesia, that this much-maligned commodity actually begins with an innocuous-looking, beautiful creation of nature. Palm fruit is composed of ovoid kernels, which, when ripe, shine with lustrous hues of crimson toward their tips, orange in the middle and yellow at their stems........Asked whether he knows where all his firm's palm oil is coming from, and that all of it is produced sustainably, Hartmann says that Cargill keeps complete records on the smallholders' production. "All of the crop ... that we get, every ton, we know where it came from," he insists..... http://www.npr.org/blogs/goatsandsoda/2015/04/21/396815303/palm-oil-plantations-are-blamed-for-many-evils-but-change-is-coming

Nut So Fast, Kind Bars: FDA Smacks Snacks On Health Claims  April 15, 2015 6:37 PM ET Poncie Rutsch; As William Correll, the director of the FDA's Center for Food Safety and author of the letter, writes, "None of your products listed above meet the requirements for use of the nutrient content claim 'healthy,' even though the Kind label reads 'Healthy and tasty, convenient and wholesome.' "
The FDA takes issue with many other aspects of the labels, including Kind's use of the plus sign on some of its products, which it uses to designate bars with extra antioxidants, fiber or protein.
Technically, to bear the symbol or word "plus," the bar has to contain 10 percent more of the nutrients than a bar the FDA has deemed representative of the snack bar category..........As The Salt has reported, the latest research suggests saturated fat may not be the nutritional villain it has been made out to be. High-fat nuts, in particular, may help control our appetites, to keep weight down.
Walter Willett, a professor of epidemiology and nutrition at Harvard University, says it's not as though Kind's mislabeling is egregious. "You wouldn't want a product that's loaded with mostly palm oil and other sources of saturated fat [to be labeled healthy]," he says. Willett has researched how nuts contribute to human health, and he tells The Salt that they reduce LDL cholesterol (the bad kind) and lower rates of heart disease and mortality. "They're probably one of the healthiest choices you can make in a diet," he says........ http://www.npr.org/blogs/thesalt/2015/04/15/399851645/nut-so-fast-kind-bars-fda-smacks-snacks-on-health-claims

13 April 2015: Nestle reformulates Nesquick, Fruit drinks with more sugar than sodas, sugar lobby tactics compared to tobacco denials

Nestle cuts added sugar in Nesquik; nutrition concerns remain NEW YORK, April 13  |  By Anjali Athavaley  Markets  |  Mon Apr 13, 2015 12:01am EDT; (Reuters) - Nestle SA said on Monday it is cutting the added sugar in its Nesquik flavored milk products, the latest in a series of moves by the Swiss food company to reduce sugar and salt in its offerings amid growing public health concerns.
The overhauled Nesquik powders, to be launched this month, will contain 10.6 grams of sugar per two tablespoons, marking a 15 percent reduction in the chocolate version and a 27 percent cut in the strawberry flavor. The products will also no longer contain artificial colors or flavors......  Nesquik ready-to-drink beverages will also contain 10.6 grams of added sugar per eight-ounce serving, but 22 grams total due to lactose, a naturally occurring sugar. "Added sugars" are sugars and syrups added to foods when they are processed or prepared, as opposed to naturally occurring sugars.......  Still, Nestle's changes, similar to efforts at big food companies including General Mills Inc, fail to satisfy concerns of many health advocates. "It's a nice step in the right direction, but it's not a huge victory for nutrition," said Michael Jacobson, executive director at the Center for Science in the Public Interest, a consumer advocacy group. He still advises parents against giving their children Nesquik. "I would recommend water or skim milk or low-fat milk as something that is more appropriate to drink."......  http://www.reuters.com/article/2015/04/13/nestle-health-idUSL2N0X724E20150413

Obesity Policy Coalition warns lunch box fruit drinks have more sugar than Coca-Cola  by Amy Corderoy Health Editor, Sydney Morning Herald   Date April 13, 2015 - 9:23AM
Many popular children's lunch box juices contain more sugar than Coca-Cola and parents should steer clear of them, health groups say.... The Obesity Policy Coalition is warning parents that with the school holidays ending, they should not assume products like juice are healthy just because of claims that they have "less sugar" or are "free from artificial colours and flavours". Th group's analysis of the lunch-box size poppers has found many have the equivalent of five or more teaspoons of sugar in them, with several containing even more sugar than the same size serving of Coca-Cola.
http://www.smh.com.au/national/health/obesity-policy-coalition-warns-lunch-box-fruit-drinks-have-more-sugar-than-cocacola-20150412-1mj92s.html

Opinions - The sugar lobby’s sour tactics By Dana Milbank Opinion writer April 10  
Our mothers told us: Sugar is filled with “empty calories,” and it can rot your teeth, make you fat and give you diabetes..... They told us this because, unfortunately, it’s true. But this is Washington, and things ate here much like in Willy Wonka’s world of “Pure Imagination,” where fantasies become real simply by wishing them... In that same can-do spirit of “Charlie and the Chocolate Factory,” the Sugar Association industry lobby has stepped up its campaign to convince Americans and their government that sugar is good for us. Or, at least, not bad for us. ... Consider the 2015 Agriculture Department dietary guidelines now being prepared by the Obama administration. A scientific advisory committee is recommending Americans hold calories from added sugars to 10 percent of their diets, because: “strong and consistent evidence” shows they are “associated with excess body weight”; “strong evidence shows” they increase the risk of Type 2 diabetes; “moderate evidence” shows sugars are “consistently associated with increased risk of hypertension, stroke and CHD [coronary heart disease]”; and “moderate consistent evidence” links cavities to sugar intake.
Enter the sugar lobby’s Andy Briscoe. The head of the Sugar Association wrote to the advisory committee to say there was no “proof of cause and effect” linking “ ‘added sugars’ intake with serious disease,” nor any “significant scientific agreement” to justify telling the American public sugar is “a causal factor in a serious disease outcome.” Added Briscoe: “There is not a preponderance of scientific evidence for conclusion statements that link ‘added sugars’ intake to serious disease or negative health outcomes or for a recommendation to limit ‘added sugars’ intake to less than 10% of energy.”......... The old-school approach of denial has a 1960s tobacco-industry feel, but the Sugar Association has been successful so far in derailing restrictions on sugar consumption in past dietary guidance, the last of which came out in 2010....... http://www.washingtonpost.com/opinions/the-sugar-lobbys-sour-tactics/2015/04/10/9fb5b78a-dfa7-11e4-a1b8-2ed88bc190d2_story.html




12 April 2015: Sugar warning label - New York and in California are trying to emblazon sodas with a message that looks very similar to one you see on cigarette packages or alcohol bottles

Is It Time For A Warning Label On Sugar-Loaded Drinks? by Poncie Rutsch  April 09, 2015 3:52 PM ET; We've said it before, and we'll say it again: We consume a lot more sugar than is good for our health. Because of this, the next generation of Americans will struggle with obesity and diabetes more than any other. The most obvious culprit is the added sugar in sodas and other sugary beverages, like sports drinks or teas..... One idea public health advocates have floated to bring sugar consumption down is to tax beverages with more than a certain amount of added sugar. (Berkeley, Calif., and the Navajo Nation have managed to pass such legislation.) Another is to shrink the size of soda cups........ The latest idea is a warning label. Legislators in New York and in California are trying to emblazon sodas with a message that looks very similar to one you see on cigarette packages or alcohol bottles....... http://www.npr.org/blogs/thesalt/2015/04/09/398526965/is-it-time-for-a-warning-label-on-sugar-loaded-drinks

19 March 2015: The sweeteners debate and soda chasing sweeteners

Diet soda sweeteners may lead to bigger belly, extra fat: study  By Douglas Ernst  - The Washington Times - Wednesday, March 18, 2015; Participants in a study have given Texas researchers some interesting data on diet soda drinkers — elderly individuals who went for the “healthy” option put on much more weight than those who abstained. University of Texas Health Science Center at San Antonio found that over the course of nearly a decade, diet soda drinkers added and average of 3.16 inches to their waist while those who drank standard versions of their favorite soda increased by 0.8 inches. The study was published by the Journal of the American Geriatrics Society. The study used 750 adults with an average age of 65 when it began, ABC Radio reported Wednesday.
Ms. Fowler believes that sweeteners like aspartame, saccharin, and sucralose have an effect on the body’s digestive system to properly do its job, which may contribute to weight gain over time. Those extra pounds then make the body more susceptible to health conditions like obesity, high blood pressure, and diabetes. Read more: http://www.washingtontimes.com/news/2015/mar/18/diet-soda-sweeteners-may-lead-to-bigger-belly-stud/#ixzz3UqbOwatF

Scientists Are Racing to Build a Better Diet Soda  'By' Duane Stanford 8:00 PM HKT   March 19, 2015; Major soda makers are desperate for a drink that tastes like the real thing, but doesn’t contain sweeteners that spook consumers ... In a crowded lab on the edge of Copenhagen, food scientists at Swiss biotech company Evolva Holding are scrambling to help reinvent one of the world’s most popular drinks. The location is no accident. The Danish city’s Carlsberg brewery discovered a way to isolate pure yeast cells in 1900, which was crucial to the mass production of beer, and the town has been a hub of fermentation innovation ever since. But instead of designing a new Pilsner or bock, these researchers are harnessing high-tech yeast to craft a far different quaff: the perfect soda.... In biotech labs from California and New Jersey to Denmark, Coca-Cola, PepsiCo, and their suppliers are racing to find the industry’s holy grail—a soda that tastes as good as the iconic colas, is sweetened naturally, and has zero calories. Falling out of sync with consumers’ taste buds isn’t the issue. A century after first appearing as a drugstore elixir, the sweet, caramel-colored beverage remains the world’s most popular packaged drink. Globally, colas account for more than half of all sodas sold. The challenge for the $187 billion soft drink industry is giving consumers in developed markets the sugary taste they want without giving them the mouthful of calories they don’t. Concerns about obesity and health have led to nine years of falling U.S. soda consumption..... America’s 4 percent-a-year drop in cola sales has wiped out $2.7 billion in annual revenue over the past five years, according to Euromonitor. The decline has pushed Coca-Cola, PepsiCo, and Dr Pepper Snapple, the three largest U.S. soda makers, to crank out new beverages, including energy drinks and even designer milks. But soda makers have too much at stake to simply resign themselves to cola’s slow decline....Biotech companies including DSM in the Netherlands are working on their own fermentation methods. At a lab in North Brunswick Township, N.J., run by plant-science company Chromocell, Coca-Cola is hedging its bets. Work there is centered on enhancing sugar’s taste, so less is needed to offset the aftertaste of stevia. The goal is to cut the sugar by at least 90 percent without losing any of the clean sugary taste. Chromocell takes taste receptor cells from animals and records how they respond to contact with specific sweet molecules from plants. “We have the technology to make them [react] exactly like they are in your mouth,” says Chromocell CEO Christian Kopfli....All of this science is likely to raise red flags for some consumers, who are increasingly demanding “natural” ingredients in foods and drinks, says Euromonitor’s Telford. Then there’s the cost. As with molecules created by fermentation, sweetness enhancers will have to be price-competitive with sugar and artificial sweeteners to be commercially viable. So while scientists may find cells from, say, a Himalayan orchid that heighten sugar perception, they might also come at twice the cost of sugar, cautions Chromocell’s Kopfli. “Consumers are very demanding,” he says. “They say, ‘Less calories and same taste, but I’m not willing to pay more for whatever it is.’ ” The bottom line: U.S. cola consumption is falling by about 4 percent a year. Soda makers are seeking new sweeteners to reverse the trend.....
http://www.bloomberg.com/news/articles/2015-03-19/coke-pepsi-seek-diet-soda-s-perfect-sweetener


18 March 2015: Food industry battles against added-sugar label in US

Food industry waging a bitter battle over proposal on added-sugar labels By Evan Halper  March 17, 2015, 3:00 AM|Reporting from WASHINGTON; Of all the issues the Obama administration is grappling with, a modest redesign of what food labels say about sweeteners might not have seemed among the more controversial. But ever since First Lady Michelle Obama unveiled the plan last year, a lobbying frenzy has ensued... The objections have come not only from candy makers and bottlers of soft drinks. The governor of Massachusetts implored the administration to rethink its proposal. The governor of Wisconsin protested too. So did the government of Australia, which warned the move could violate international trade agreements.... The proposal being considered by the Food and Drug Administration would add a new line to labels on packaged products noting how many teaspoons of sugar had been added.... The furor over the idea reveals the extent to which extra sugar is infused into even the most unlikely foods and the concerns that manufacturers have about consumers finding out. The FDA has received 287,889 public comments on the plan, including many from major food companies and trade associations.....  Nutrition advocates say the strong reaction shows just how much is at stake. "They know this will impact how people choose their products, and that terrifies them," said Renee Sharp, director of research for the Environmental Working Group, one of several advocacy groups campaigning for the label change.....
http://www.latimes.com/nation/la-na-sugar-limits-20150317-story.html


28 January 2015: Caps on fat, salt and sugar promised by UK Labour

Caps on fat, salt and sugar promised by Labour By Nick Triggle Health correspondent, BBC News  15 January 2015 Last updated at 02:45; Maximum limits would be set on levels of fat, salt and sugar in food marketed to children, under a Labour government, the shadow health secretary will say.
In a speech, Andy Burnham will say it is time for tough action to protect children and tackle obesity.
He will criticise the government's approach to industry, which has been categorised by voluntary agreements.... The levels of fat, salt and sugar in food has been reduced in recent years, but many people still consume above the recommended levels. There are signs that the rise in obesity among children has started levelling off, but 15% of under 15s are still obese.... On food labelling, Mr Burnham wants to see a clearer traffic light-based system. A front-of-pack colour coding and nutritional information system is currently being used. It is not clear how this will be done, as introducing food labelling has proved difficult because of industry opposition and the need for mandatory rules to be agreed at an EU level.... "Children need better protection from the pressures of modern living and the harm caused by alcohol, sugar and smoke. and Labour will not flinch from taking the action needed to provide it." http://www.bbc.com/news/health-30817300


17 September 204: Sugar & food tax ideas news

Experts back a 'sugar tax' to increase the retail price of sugar-rich products  By Lizzie Parry for MailOnline Published: 11:14 GMT, 16 September 2014  | Updated: 14:00 GMT, 16 September 2014; "Just HALF a can of Coke exceeds the new daily sugar guidelines backed by scientists - who recommend just three cubes a day. Study by scientists at University College London has called for recommended daily sugar intake to be slashed to 14g - three cubes a day. World Health Organisation currently advises a maximum of 10% of our total energy intake from free - or added - sugars, with 5% as a 'target'. This equates to 50g of free sugars (10 cubes), with 25g (5 cubes) as the target each day - but 14g would be just 3% of energy from added sugars. One 330ml can of Coca Cola contains 35g of sugars - or 7 cubes. Bar of Dairy Milk has 7 cubes, while McDonald's Strawberry Milkshake has 12. Diet Coke and Coke Zero alternatives are both sugar-free and low-calorie. Calls for sugary food and drinks to be banned from schools and vending machines to be removed from public places..."
http://www.dailymail.co.uk/health/article-2757577/Just-HALF-Coke-MORE-new-daily-sugar-guidelines-backed-scientists-recommend-just-three-cubes-day.html#ixzz3DWgU63gl


22 June 2014: Sugar & food tax ideas news

"..... Coca-Cola Life, a stevia-sweetened version of regular Coca-Cola. Coca-Cola has been quietly test-marketing its new beverage, the first addition to the trademark “Coke” branded sodas in almost eight years. It released the drink in Argentina and Chile last year, and this fall it’s launching in the U.K. Coke Life isn’t exactly a diet drink. According to the Guardian, it contains more than four tablespoons of real sugar and has about 89 calories per can—less than the 140 calories found in a can of regular Coke ....Coke Life is Coca-Cola’s answer to the two health concerns that have been hitting the company’s soda sales with a one-two punch: the anti-sugar movement, which rails against its full-calorie, full-sugar line of beverages, and the perception that artificial sweeteners such as aspartame (found in both Diet Coke and Coke Zero) are unhealthy and can even contribute to weight gain....As soda sales have fallen, Coke has also found itself fending off health-policy experts and state governments pushing for increased regulation of sugary drinks and snacks. New York City’s limit on soda container sizes is currently making its way through state courts, and a California law that would add a warning label to cans saying, “Drinking beverages with added sugar(s) contributes to obesity, diabetes, and tooth decay” has made it through the state senate..." http://www.businessweek.com/articles/2014-06-17/cokes-new-low-cal-low-sugar-soda-is-designed-to-quiet-critics;
 
"...Current UK guidance says sugar should not make up more than 11% of our daily calories. The World Health Organisation has recently recommended 10% but urged countries to have an ambition to bring it down to 5%. A paper published today in the journal Public Health Nutrition says even that is too high. Sugar should not make up more than 3% of our energy intake. We have a very long way to go. Children in England aged 4-10, according to the government's latest National Diet and Nutrition Survey, are on 14.7% and older children, aged 11-18, are on 15.6%...the UK's scientific advisory committee on nutrition (SACN) will publish the results of a long inquiry into carbohydrates, including sugar, in the diet next week....". http://www.theguardian.com/society/the-shape-we-are-in-blog/2014/jun/18/obesity-dentists;

'Sugar tax' needed to curb childhood obesity, say experts. Tax to deter consumption of soft drinks among measures proposed by Action on Sugar, as well as ban on junk food sports sponsorships
Press Association, theguardian.com, Sunday 22 June 2014;
http://www.theguardian.com/society/2014/jun/22/sugar-tax-childhood-obesity-soft-drinks-junk-food; A campaign group has called on the government to introduce a "sugar tax" to discourage consumption of sweetened soft drinks. Action on Sugar said it had developed a seven-point plan to curb childhood obesity following a request for its views from the health secretary, Jeremy Hunt.
The measures include bringing in a sugar tax, limiting the availability of ultra-processed foods and sweetened soft drinks, and banning "junk food sports sponsorships".
The seven measures called for are:
• Reduce added sugars by 40% by 2020 by reformulating food.
• Cease all forms of targeted marketing of ultra-processed, unhealthy foods and drinks to children.
• Dissociate physical activity with obesity via banning junk food sports sponsorships.
• Reduce fat in ultra-processed foods, particularly saturated fat – 15% reduction by 2020.
• Limit the availability of ultra-processed foods and sweetened soft drinks as well as reducing portion size.
• Incentivise healthier food and discourage drinking of soft drinks by introducing a sugar tax.
• Remove responsibility for nutrition from the Department of Health and return it to an independent agency.

Obesity and the food industry (update 1a): "The men who made us fat" - UK documentary

So what really causes us to be fat? Has the food industry led us into addiction?


7 December 2014: The Truth about Fat in Time

The Truth About Fat by Michael Lester @moikl, June 12, 2014; "When you want to lose weight or get healthy, what is the first thing you would normally cut from your diet? If you said fat, you’re not alone.... For years, the advice from the USDA has been to reduce the level of saturated fat in your diet, in order to lower your overall cholesterol. However, a new meta-analysis published in the Annals of Internal Medicine has thrown that whole approach in to question.... The removal of fats from our diet has led to an increase in consumption of carbohydrates and processed low-fat alternatives, which has contributed to record levels of diabetes and obesity.... When you consider that most low-fat or non-fat products are laden with salts, sugars and preservatives, continuing to seek out fat-free alternatives could be doing you more harm than good...." http://time.com/2861540/fat-and-carbs-diet-guidelines/


7 December 2014: "The men who made us fat" - UK documentary

At a dinner party last night, this documentary was pointed out to me. Another guest noted that she had concluded from reading: 80% of being overweight is due to what we eat and 20% to exercise. Have we been mistakenly led by the food-exercise industry into upping our consumption of highly processed foods, supplements and exercise products? Is it just all about calorie control and getting back to basic food (and less sugar and carbohydrates)?

UK made documentary. The documentary maker says: On the obesity disease. Those responsible for a revolution in our eating habits. Decisions made behind closed doors changed food into an addiction. How business changed the shape of the nation. How the food industry choreographs temptation. Those who turned eating food into an epidemic....  Introduction of dietary guidelines: food industry willing to concede on fat, not sugar. Invention of low fat food, sold as better for you. Turning the attack as a business opportunity. Fat was replaced with sugar. Low fat doesn't mean it's not fattening. Snackwells was a marketing triumph.....The increase in portion size...Overconsumption is killing us...  ; BBC Two - The Men Who Made Us Fat - http://www.bbc.co.uk/programmes/b01k0fs0; youtube vids here: https://www.youtube.com/watch?annotation_id=annotation_810093&feature=iv&index=1&list=PLA0E2B2461B536A26&src_vid=6UaUQ0H8crQ&v=iE-H__aIEFE


Rewind TV: The Men Who Made Us Fat; Britain in a Day; Dead Boss by Phil Hogan, Sunday 17 June 2012 00.05 BST; "Jacques Peretti asked why we have become the size of Fiat Puntos....
Watching Jacques Peretti's interesting The Men Who Made Us Fat, it struck me that filming a documentary about obesity in Britain must be much easier than 40 years ago, when being huge was a rarer novelty than having a wooden leg. Today, with a quarter of the population officially the size of a Fiat Punto, it seems all you have to do is put a camera in the high street and wait for someone – perhaps a grazing couple – to heave into view. But this wasn't about finger-pointing. Under an MRI scanner, it turned out that even Peretti himself – a man of no outlandish width – was carrying four to five litres of internal lard. His kidneys, the doctor said, were "swimming" in it. "Is that normal?" Peretti asked, hopefully. It wasn't. It was twice that of a normal fit person (if a fit person can still be described as normal). It seemed that Peretti is what scientists call a Tofi – thin on the outside, fat on the inside. Was no one safe?.... Historically, Britain's problem (we have put on three stone since the 60s) is down to our genetic heritage as hunter-gatherers. We can't help it. We are cavemen with supermarket loyalty cards. In more recent times, though, it has been possible to blame the Americans (ahead of the game in so many ways) for introducing industrial-scale farming in the 70s. Flooding itself with cheap food seemed a good idea at the time and produced the added bonus (or, as we now see it, unintended consequence) of vast surpluses of corn, which in turn led to the miracle food of high-fructose corn syrup.... It was what the American sweet tooth had been aching for. A third cheaper than sugar, corn syrup was soon in everything on the national menu, from ketchup to burger buns to processed meats to pizza toppings. But most of all it was in fizzy drinks, today the single biggest source of calories in the US. In movie theatres and sports arenas, "cups" grew to the point where it is now thought perfectly unremarkable to stagger to your seat with the equivalent of a window-cleaner's bucket. How did everyone get so thirsty? The answer was that corn syrup was not only cheaper than sugar, it was also sweeter. And food manufacturers give generously..... Other opinions were available, with grinning spokespeople from the food companies telling us that having sugar in everything was a healthy part of a balanced diet, which I believe is what they used to say about cigarettes. As much as anything, this film (the first of three) was the story of corporate chicanery, political surrender and cowed scientists whupped into silence. When New York mayor Michael Bloomberg recently announced plans to restrict sales of supersize beverages, it may have looked as if he'd just woken from a 30-year sleep ("Gosh, where did all these massive people spring from?"). But it highlighted the success of powerful commercial interests down the decades in keeping the lid on the problem with sugar, while diverting concerns over heart disease uncritically towards saturated fats. In the 80s, "healthy" snacks – yoghurts, spreads and biscuits, low in fat but packed with the natural goodness of sugar – were all the rage. It took us a long time to find out why even joggers were getting red in the face for nothing....." http://www.theguardian.com/tv-and-radio/2012/jun/17/men-made-us-fat-review



Conference season (update 6): downstream merchandising for sustainable palm oil

6 December 2014: downstream merchandising issues for sustainable palm oil

On Wednesday morning I had a long 1 hour session to present on "Downstream merchandising of palm oil - adjusting for sustainability" with a Q&A after. Thanks to Trueventus for inviting LMC International. 

I presented on various key statistics for downstream example the oddity of number of trademarks on sustainable palm oil versus number of products being launched with the troubling "palm oil free" label. 

One palm oil merchandiser (some months ago) pointed out to me that certification to use a trademark to highlight the presence of palm oil is not what many manufacturers want to do. They would rather remain silent on the issue. This may explain the above factoid. Because of this apparent shyness, the logic is that a (presumably cheaper) traceability program that is more inclusive of the supply chain is a good alternative as it may be that the need is for a sort of insurance on the supply chain and not marketing publicity. Let's see how the marketing on sustainability / traceability evolves on this.

Downstream players also need to pay attention to their upstream sourcing strategies as traceability both within and outside certification points to a palm oil mill risk rating system.

29 November 2014: checking out Indonesia snack foods and sauces (post GAPKI)

Post conference, I hit the super market next to the conference venue and stocked up on Indonesia snack foods (instant noodles with a wonderful range of local regional tastes; flavoured chips / crisps from tapioca - spicy ones with lime / lime leaves especially caught the eye e.g. keripik singkong balado dengan daun jeruk) and ready mix sauces for Indonesia favourites like soto ayam, sop buntut, opor ayam and more. Indonesia domestic consumption of palm oil is very big, given the country's large population. However, I agree with a friend that the supermarket aisles in Thailand may have an even larger range of domestic processed and ready foods.

Shopping basket of Indonesia processed snacks and sauces
.

29 November 2014: Day 2 at GAPKI conference, Bandung

Day 2, I was the first presentation of the day at the morning session in the technology grouping. However, while sustainability may be a technical and/or CSR issue, I focused on the commercial and strategic business issues relating to it.

At technology session

Price outlook speech

This website was pointed out to be for Indonesia palm oil information: http://www.sawit-center.com


28 November 2014: At GAPKI conference, Bandung

Day 1 was busy with meetings. President Jokowi unable to attend after all. It's a huge crowd here. Good to see industry friends and meet more.
 
I was here two years ago (venue was Bali), speaking on sustainability and I'm speaking on the same topic early this morning, with some nice data courtesy of work at LMC International. It's a big crowd here and its one of the must-go events of the palm oil calendar (with the highest production values and effort).

At GAPKI's Bandung conference this afternoon, Dr James Fry of LMC International (yes, where I work) will be talking about the energy sector prices in relation to palm oil prices. Energy sector cost of production indicators will also be referred to. That will be worth checking out.
Oil price news (update 5): OPEC keeps production up and oil prices drop, /khorreports-palmoil/2014/10/oil-price-news-its-fallen-from-105-110.html


at the GAPKI gala dinner


at the GAPKI opening on Day 1

View of Bandung
 
  
26 November 2014: Post RSPO RT 12 and ICIS Asian Surfactants

These were two useful events. Papers not freely downloadable though.

Our summary of RSPO RT12 here:
/khorreports-palmoil/2014/11/rspo-roundtable-rt12-2014-is-around.html and also search "RT12" in this site.


12 November 2014: MPOC POTS KL 2014 download link

Palm Oil Trade Fair and Seminar (POTS) Kuala Lumpur 2014 - Download Presentation
http://mpoc.org.my/Palm_Oil_Trade_Fair_and_Seminar_(POTS)_Kuala_Lumpur_2014_-_Download_Presentation.aspx


5 November 2014: At OFIC KL 2014 conference.

MOSTA is the key organiser.  OFI Congress Programme - organised by MOSTA; http://www.ofievents.com/asia/ofic. Awaiting downloadable presentation.
 
This is AOCS speaker on consumer attitudes and a nice infographic on GMO.