Consumer Foods to Go

Consumer Foods-to-Go Wrap! A lot of (unexpected) change in February 2026

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. 

Consumer Foods-to-Go Wrap! A lot of (unexpected) change in February

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. 

Consumer Foods-to-Go Wrap! Wrapping up what really moved the needle in consumer foods in January

In our latest episode, Tom Bailey, Maria Castroviejo, and Cyrille Filott go beyond the headlines to unpack what January's news means for the industry. We look at the launch of GLP-1 pills and how wider access could reshape category demand – think reformulation, portion strategy, and where "better for you" might actually win. We also break down Christmas sales in the UK and France, separating signal from noise on volume and value. Plus, we spotlight a new RaboResearch report on cocoa alternatives and how blends and new inputs could help manage cost and volatility without losing the consumer. We wrap up with the geopolitical risks most likely to spill onto shelves and into shopper behavior.   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. 

Consumer Foods-to-Go Wrap! Wrapping up 2025

The Consumer Foods-to-Go team wraps up 2025 in a brand-new podcast episode (also available on video!). Maria Castroviejo, Tom Bailey, and Cyrille Filott reflect on the key trends and shifts in food markets across the US and Europe. It was an eventful year, marked by US-imposed tariffs, the significant impact of GLP-1s on food sales, and a K-shaped recovery. The team also looks ahead, embracing the idea that "uncertainty is the new certainty" in 2026.   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. 

Consumer Foods-to-Go Wrap! – Wrapping up the food sector for November 2025

Maria Castroviejo, Tom Bailey, and Cyrille Filott wrap up the month in food. They discuss a range of topics, including taxes in the UK, private label in the US, restaurants across the globe, and RaboResearch's agricultural commodities outlook. We expect to see some interesting moves in a few sectors, including coffee and cocoa. In the made-to-order section, the team discusses questions from the audience. If you have a question you would like to be discussed on the next edition of the show, feel free to reach out to Cyrille.Filott@Rabobank.com.   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.