Our trade analysts are voracious readers who’re naturally curious and deeply analytical. They’re always sharing and discussing articles with one another about mergers and acquisitions, pricing volatility, provide chain mishaps, and disruptive applied sciences.
They monitor the massive information tales that make the entrance pages, in addition to the much less well-known traits that would have a major influence on the place markets are headed subsequent.
On this submit, we draw again the curtain to focus on a number of noteworthy articles our analysts have been studying recently and supply transient commentary on what these information tales might imply from an trade perspective.
Jennifer Christ on “PepsiCo to Promote Tropicana, Bare Juice Manufacturers to Non-public-Fairness Agency”
“Juice shouldn’t be a robust space for large beverage makers recently. Folks have drifted away from juice due to the sugar content material and have moved towards seltzers and different low-sugar hydration choices as an alternative. Juice obtained a COVID increase due to individuals having extra breakfast at residence and seeking to enhance their immune system, however it’s not prone to maintain at these ranges so it is a good time for corporations like PepsiCo to divest and take note of their different traces they see as having higher prospects.”
In regards to the analyst: With over 22 years of expertise creating trade analysis for Fortune 500 corporations, Jennifer Christ is Supervisor of Meals & Beverage Analysis for Packaged Info and the Supervisor of the Shopper and Industrial Merchandise Group at The Freedonia Group.
Gleb Mytko on “Why Drivers Are Zoning Out Behind the Wheel”
“As corporations and establishments creating self-driving vehicles have made progress lately, the necessity for regulatory oversight has develop into obvious, heightened by the looks of a number of new challenges. In an effort to make sure the secure operations of those autos, the US authorities introduced plans for elevated scrutiny of self-driving vehicles. Along with the quite a few smaller issues, regulators will study the power of drivers to concentrate as increasingly features of working the car are automated. These early initiatives will seemingly function the premise for a extra complete, regulatory framework sooner or later.”
In regards to the analyst: Gleb Mytko has served as a World Trade Analyst at The Freedonia Group for greater than 10 years. His insights have appeared in Market, Forbes, Clever Transport, Trendy Supplies Dealing with, and Eurotransport.
Emily Park on “Bayer to Reformulate Some Gardening Merchandise Containing Glyphosate“
“Bayer’s choice to reformulate their Roundup garden and backyard merchandise within the US to exclude glyphosate by 2023 has quite a lot of implications for the broader shopper pesticide market. Bayer’s reformulation shouldn’t be mandated by regulatory adjustments within the US, and the corporate has explicitly said that the adjustments are to mitigate litigation dangers. To many shoppers, this can indicate — appropriately or not — that Bayer is worried that some lawsuits concerning glyphosate use could have benefit, and as such, they could select to keep away from glyphosate in all merchandise, not simply Bayer’s. In response to shopper calls for, it is seemingly that different shopper herbicide producers may even broaden their non-glyphosate product choices, or probably observe Bayer’s lead in dropping glyphosate-based merchandise altogether. Nonetheless, as a result of there are nonetheless quite a few shoppers who swear by glyphosate’s security and efficacy, it is seemingly that Bayer will lose some market share as these clients hunt down glyphosate from different suppliers.”
In regards to the analyst: Emily Park is an Trade Analyst at The Freedonia Group. Her areas of experience embrace pesticides, fertilizers, water remedy tools and chemical compounds, and agriculture provides.
Chris Dyer on “49% of Lumber Sellers Are Now Reporting Extra Inventory as Costs Cool After a Wild Run“
“Lumber producers ramped up manufacturing because the COVID-19 pandemic raged, resulting in heavy oversupply points in August. Compounded with the stockpiling conduct displayed by lumber sellers dealing with uncertainty in current months, the value of lumber has plummeted from pandemic highs seen when provides had been tight. Count on costs to proceed to fall barely as each producers and suppliers modify, exacerbated by the slowdown in new residence building within the quick time period.”
In regards to the analyst: Chris Dyer is a Analysis Analyst at The Freedonia Group. He attended the College of Akron, the place he earned a B.A. in Comparative Politics with a minor in Worldwide Enterprise and a Grasp of Arts in Worldwide Relations and Nationwide Safety Research.
