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IG European Consumer: 2019 Outlook Opinion Changes

Sector Outlook: 11 Dec 2018, 9:03 PM ET - We set out more on our six opinion changes in European food & beverage/HPC and retail for 2019, plus the initiation of Molson Coors, and give specific bond recommendations in order to execute them. 

IG European Consumer 2019: Known Unknowns

Sector Outlook: 06 Dec 2018, 10:03 PM ET - We have updated our frameworks for assessing RV in our high grade/crossover European food & bev/HPC and retail names for 2019, the 500th anniversary of the death of Leonardo da Vinci. We also initiate coverage on Molson Coors.

Premier Foods F1H18/19: Darby Does Desserts

Earnings Note: 13 Nov 2018, 8:16 PM ET - CEO Gavin Darby is stepping down, but not before announcing a prospective deleveraging event in the form of a sale of the Ambrosia desserts business. Operational progress ticks along as Premier continues to plays a sub-optimal hand well.

Euro IG Sector Snapshots: October 2018

Sector Analysis: 22 Oct 2018, 9:31 PM ET - Our updated one page snapshots of the Euro IG sectors.

IG European Food & Bev/HPC: New Names in the Frame

Sector Analysis: 15 Oct 2018, 11:29 PM ET - Amendments to our investment grade European IG food & Beverage/HPC membership, left us downgrading our opinion on Barry Callebaut but upgrading our recommendation on Nestlé.            

Premier Foods F1Q19: Gunfight at High Noon

Worth Watching: 19 Jul 2018, 11:06 AM ET - Premier Foods F1Q19 trading numbers were entirely overshadowed by the high profile shareholder revolt led by Oasis who faced off against CEO Gavin Darby, opposing his re-election based on Premier's performance under his 5 year tenure. Whilst the s ..

IG European Food & Bev/HPC: 2H18 Opinion Changes

Sector Outlook: 05 Jul 2018, 9:38 PM ET - We set out specific bond choices to execute our new opinions on AB InBev, Pernod and Reckitt Benckiser. 

IG European Food & Bev/HPC: Second Half

Sector Outlook: 03 Jul 2018, 9:32 PM ET - AB InBev falls to a Market performer as a result of our European food & bev/HPC 2H18 outlook. 

Euro HY Conference 2018: Relative Value Panel

Transcript: 27 Jun 2018, 9:21 PM ET - What is the biggest threat to European HY credit: Italy, Brexit, EM, commodities, tech or Donald Trump? 

Euro HY Conference 2018: Food & Dining

Transcript: 27 Jun 2018, 9:20 PM ET - In this article, we transcribe our HY Food & Dining presentation for CreditSights' 2018 Euro High Yield Conference in which we looked at the underlying fundamentals of a highly idiosyncratic space.

Premier Foods FY18 & New Issue - Enough Gravy?

HY Note: 15 May 2018, 10:08 PM ET - Premier is seizing the moment after a strong 4Q17 to refinance its '21 bonds with a new issue of  £300 mn SSNs. Appetite for food bonds was whetted by recent debut issuers although Premier's story is further along.  We assess value.

Euro HY Consumer Outlook 2018

Sector Outlook: 16 Jan 2018, 9:00 PM ET - We take a look at the key themes in play in evaluating prospects in the Euro HY Consumer space and aim to provide a fundamental framework to analyse available investment options within our coverage universe.

IG European Consumer: 2018 New Issuance

Sector Outlook: 21 Dec 2017, 9:59 PM ET - A brief look at possible investment grade and crossover European food & beverage and retail issuance in 2018.

IG European Consumer: 2018 Outlook Opinion Changes

Sector Outlook: 11 Dec 2017, 9:29 PM ET - We set out more on our five opinion changes in European food & beverage and retail for 2018 and give specific bond recommendations in order to execute them. 

2017 Euro Conference: IG Consumer

Transcript: 11 Dec 2017, 8:47 PM ET - We spoke about our outlook for our high grade and crossover European food & beverage and retail names in 2018, the 50th anniversary of the Apollo 8 space mission.

IG European Consumer 2018: M&A Orbits

Sector Outlook: 07 Dec 2017, 9:37 PM ET - We have updated our frameworks for assessing relative value in our high grade and crossover European food & beverage and retail names for 2018, the 50th anniversary of the Apollo 8 space mission, and have made five changes to our opinions.

Premier Foods F1H17/18: Good Time for Comfort Food

Earnings Note: 15 Nov 2017, 1:02 PM ET -  The transformational quality of the two key strategic partnerships with Nissin and Mondelez have helped deliver positive F2Q results and an improved outlook. Fragile sentiment underpins our Hold recommendation.

European Consumer: 2017 YTD New IG Issuance

Sector Outlook: 28 Sep 2017, 11:41 PM ET - New issuance in IG European food & bev/HPC, a consolidating sector, is down year to date on 2016 whereas new issuance in IG European retail, a sector attempting deleverage, is up.   

IG European Food & Beverage: 2H17 Outlook

Sector Outlook: 20 Aug 2017, 7:47 PM ET - We have looked at 2H17 themes for investment grade European Food & Beverage and updated our recommendations on the names.  

Premier Foods: 1Q18 Trading Update - Not a Cakewalk

Worth Watching: 20 Jul 2017, 9:28 PM ET - Premier Foods (B2/B): Despite a somewhat disconcerting set of F1Q17/18 numbers, Premier Foods' management, perhaps in response to activist criticism, tried very hard to impress upon investors that they have good visibility on the shape of the o ..

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