Controling milk supply and adding value

Controling milk supply and adding value

by Pininvest Analysis

Milk in Global Markets on pininvest.com

  • 10 constituents
  • -10.7% 1y performance
  • 35.0% volatility
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Concentration movements in recent years have involved Nestle (a $12 billion purchase of Pfizer’s infant nutrition business in 2012), Lactalis (control of Italian Parmalat in 2012-2016), Mexico’s Grupo Lala (for U.S. assets from Laguna Dairy in 2016), Reckitt Benkiser (acquisition of US Mead Johnson in June 2017) and Saputo (acquisition subject to approval of Australian dairy co-operative Murray Goulburn in November 2017, following the acquisition of Warrnambool Cheese & Butter, also in Australia, in 2014)

The price squeeze has also prompted some major producers, such as Irish Glanbia , to diversify into products like nutritional yoghurts but the concentration of producers should also rebalance the overweening influence of large retail chains