Consumer Food Flashcards

Question

Lancaster Colony

Answer 1

John Gerlach x2, Douglas Fell 6/30, USD x3 Retail 51% (22% Frozen, 18% produce, 11% grocery), Foodservice (dressings & sauces, pasta, breads and rolls) 49% $100, 27m, 2.7bn, (0.2bn all cash), $2.5bn Daisies, ankh, ankh, wine, nail 1.2, 17%, 0.2, 4.22 teen, dick, wine, Ronin

Answer 2

Charles James Francis Sinclair, George Garfield Weston, John George Bason 9/13, GBP x3 (% Sales/% Adj. EBIT) Retail (42%/59%), Grocery (25%/25%), Sugar (14%/4%), Ingredients (10%/7%), Agriculture (9%/5%) 34, 790, 27bn, 0.7 (0.4, 1.1, 0.7 // 0.2, 0.3, 0.1), 27.6 Mary, Cubs, nuke, ski (shire, tit, ski // swan, Sam, soot), nuke joe 13.7, 11%, 1.6, 1.00 atomic, data, DJ, daisies

Answer 3

Alex Behring, Bernardo Hees, Paulo Basilio 12/31, USD x3 U.S. (72%), Canada (8%), Europe (8%), RoW (12%) $74, 1,200m, $90bn, $29bn ($4.4, $25.3 // $8.3 pref $0.2 NCI) $119 Car, dennises, Bus, newb (rower, nail ohm // FEMA, swan) $27.0, 27%, $7.3, $2.95 Nukes, nuke, gamma, nipple

Answer 4

Michael Treschow, Paul Polman, Graeme Pitkethly 12/31, EUR x3 Personal care (38%/48%), Foods (24%/31%), Home Care (19%/10%), Refreshment (19%/11%) Asia/AMET/RUB (42%), The Americas (32%), Europe (25%) Foods, Refreshments, Personal Care, Home Care Asia/AMET (Africa, Middle East, and Turkey)/RUB (Russia, Ukraine, Belarus), Europe, The Americas EUR 37, 2.840, 108bn, 12 (3.1, 14.6, 11.5 // 0.6 NCI) 120 Mickey, Universe, adhesive, toon (meat, torch, doodle // witch), toons 54bn, 18%, 9.8bn, 1.90 lara, dive, buffy, tapes

Answer 5

Ernst Tanner x2, Dieter Weisskopf 12/31 CHF x3 Europe (50%), NAFTA (43%), RoW (7%) 66k, 237k, 15.6bn, 0.7bn (0.6, 1.3), 16.4bn Cheech, NAMCO, deluge, sock (switch, dime), the witcher 4.0, 18%, 0.7, 1,750 rose, dove, ski, tickles

Answer 6

Special K, Frosted Mini-Wheats, Raisin Bran, Rice Krispies, Frosted Flakes, Froot Loops In that order - Special K is their most important cereal brand

Answer 7

Emanuele Saputo, Sr. // Lino Anthony Saputo, Jr. // Louis-Philippe Carriere CAD x3, 3/31 Cheese+Dairy Foods (50%), Dairy (35%), Dairy Ingredients (15%) US (50%), Canada (36%), International (14%) 37, 400, C$14.7bn, C$1.7bn (0.3, 1.9 // 0.1 NCI), 16.4 Mag, roses, truck, duck (sam, tape // soot), the witcher 11.0, 11%, 1.2, 1.55 titus, tit, dune, delilah

Answer 8

Antonio Hernandez Callejas x2 12/31, EUR x3 Rice Business (52%), Pasta Business (48%), EP HoldCo Western EU (52%, of which Spain 6%), North America (40%), Asia (5%), Africa (3%) 17.00, 155m, 2.6bn, 0.3bn (0.2, 0.5), 3.0 tookses, delilah, nacho, sam (swine, soil), mass 2.5bn, 13%, 0.3, 1.07 nail, time, sum, tusk

Answer 9

Gerald Shreiber x2, Dennis Moore Food Service (64%), Frozen Beverages (23%), Retail Supermarket (12%) 97% U.S. $105, 19, $2.0, -0.1 (0.1), $1.9 Dazzle, dab, nose, soot, dab 1.0, 15%, 0.2, 4.10 Toys, tile, swan, rats

Answer 10

David Beever, Garvin Darby, Alastair Murray GBP x3, March Grocery (73%), Sweet Treats (27%) 96% of sales in UK 0.35, 850, 0.3, 0.6 (0.6) sommelier, floss, sum, switch, sofa 0.8, 19%, 0.1, 0.08 safe, tape, seed, sissiphus

Answer 11

``` MV $1bn EBITDA margin 37% ~$175m sales Better-for-you snacks HQ in Austin, TX SkinnyPop BFY popcorn IPO August 2015 (TA Associates, 58% owner) ```

Answer 12

``` ~$750m retail sales #3 in U.S. snack bars with 5% share HQ in Emeryville, CA Brands include Clif, Luna Co-owners are Erickson and Kit Crawford Kevin Cleary is CEO ```

Answer 13

Sugar confectionery ~$200m in annual retail sales Family-owned Peeps, Mike and Ike, Hot Tamales

Answer 14

~$15m annual retail sales Licorice and gummy's; licenses flavors from Dr. Pepper, Hawaiian Punch, Crush, A&W Minnesota; Nelson family - also owns other businesses (Kookamunga Snacks, flavored popcorn crunch; Tuffy's organic pet foods)

Answer 15

~$400m retail sales Founded by Daniel Lubetzky in 2003 In March 2014, Lubetzky reacquired ~30% stake from PE firm VMB for $220m (~$730m valuation; ~15x EBITDA)

Answer 16

Organic candies HQ in NJ Founded in 2005 by Rob Wunder and Sergio Bica Hard candies and gummies

Answer 17

~$2bn in retail sales Drake's and Little Debbie snack cakes, Heartland granola cereals, Sunbelt Baker and Fieldstone Bakery both for foodservice McKee family - 3rd gen. chair 4th gen mgmt Acquired Drake's for $30m in 2013 from Hostess

Answer 18

Premium biscotti and almond thins HQ Tulsa, Oklahoma Wind Point Partners acquired in Feb 2011 (terms not disclosed but 4th acquisition for $915m fund) Acquired in partnership with Dave Bere, previously President Dollar General, CEO of McCain, President of Quaker Oats Breakfast Division, who became CEO Acquired THINaddictives Almond Thins from V.I.S. in January 2012

Answer 19

~$400m retail sales Boxed chocolates and other chocolates and candies 200+ owned stores on west coast 100% owned by Berkshire Hathaway

Answer 20

~$2-$2.5bn market cap 90% of sales in U.S. ~20% EBITDA margin Led and majority-owned by Gordon family. 60% economic 75% voting, 10-vote Class B. Melvin Gordon, 94, is the oldest CEO of any company listed on the NYSE or NASDAQ; his wife, Ellen Gordon, 82, is COO. Succession plan is not thought to involve Melvin and Ellen’s children

Answer 21

~$150m retail sales

Answer 22

~$[75]m retail sales Premium cookies Canadian Acquired by Swander Pace in 2015 (terms not disclosed) Former Clorox exec Douglas MacArthur replaced founder as CEO

Answer 23

$3.5bn EV, $2.0bn Sales, $330m EBITDA UK, France, Ireland Acquired ebba (Brazilian fruit drinks) $170m 2015 Acquired Fruite (France fruit juices) $292m 2010 AC&C Group's soft drinks division $337m 2007

Answer 24

Supplies juice drink concentrates Acquired by Houchens Industries in 2008 (diversified US conglomerate with sales of ~$3.3bn) Tampico brand #1 "refrigerated juice drink" in the US Juice concentrate sales to 55 countries

Answer 25

Part of Kirin Created after Kirin acquisition of Schincariol for $1.8bn in 2011 #2 brewer in Brazil with 10% share with additional presence in juices 2014 Sales ~$1.7bn, EBITDA ~$200m, Net Lvg. ~2.9x Exports to other LatAm and other regions

Answer 26

Largest bvg. distributor in Colombia with >50% share in non-alcoholic market Acquired Productora de Jugos (Colombia juice) $55m in 2007 to become #1 in Colombia RTD juice and bvg. Pepsi bottler Owned by Organizacion Ardila Lulle, one of largest Colombian corporate groups

Answer 27

EV $4.7bn, Net Lvg. 2.5x, 15 Sales $2.9bn EBITDA $350m #1 food company in Colombia with ~60% mkt. share 20+ acquisitions since 2000 Controlled by Grupo Empresarial Antioqueno, one of Colombia's largest conglomerates

Answer 28

EV $4.2bn, Net Lvg. 0.4x, 15 Sales $2.3bn EBITDA $425m Leader in Chile bvg: #1 beer, #2 soft drinks, #2 juice, #3 water and nectar Chile, Argentina, Uruguay, Parabuay, Colombia, Bolivia Trying to grow in regional non-alcoholic bvg Acuired 50.1% stake in Bebidas del Paraguay in 2013 (alcoholic and non-alcoholic drinks) Pepsi bottler, agreements with Heineken, ABI, Nestle 60% controlled by Inversiones y Rentas, 50/50 JV between Quinenco and Heineken

Answer 29

EV $1.3bn, Net Lvg. 1.7x, 15 Sales $1.6bn, 15 EBITDA $125m Leading Brazilian dairy player Juice brand Vig Acuiqred competing dairy player Itambe Alimentos for $208m in 2013 Controlled by FB Participacoes (JBS controlling shareholders' investment vehicle)

Answer 30

13 Sales $2.1bn, 13 EBITDA $245m Conglomerate in dairy, fruit juices, consumer products, building products, paper, logistics Geography: Peru, Bolivia, COlombia, Ecuador, Argentina, Uruguay, Puerto Rico Acuired Industria Colombiana de Lacteos, juice and dairy player, for $86m in 2014

Answer 31

``` Leading Central American bvg. player Exclusive Pepsi bottler in Central America since 1942 Partner with ABI/AmBev since 2003 Pepsi has 18% stake Mexico, Central America, US ```

Answer 32

15 Sales $1.2bn, 15 EBITDA $235m, Net Lvg. 2.4x Costa Rica bvg player: water, soft drinks, energy drinks, juice and beer (#1 or #2 in all these categories) Juice brands include Tropical, Ducal, Kern's, Tampico, Fun C Strategic alliance with Coopeleche (dairy coop) 2012 Acquired Embotelladora Centroamericana (Pepsi bottler) $116m 2007 Heineken owns 25% stake in subsidiary Cerveceria Costa Rica and invests alongside FIFCO internationally

Answer 33

EV $744m, Net Lvg. 2.6x, 15 Sales $590m, 15 EBITDA $75m Chile conglomerate in food and wine, with share in dairy, edible oils, juice, jams, frozen fruits and vegetables #1 Chile juice player with 45% share Chile, ARgentina, Paraguay, Peru, Asia, export to 30+

Answer 34

Guatemala family company in malt bvg and hard ciders Cerveza Gallo is flagship brand Castillo brothers are founders and owners 75% share in Guatemala, with exports Acquired 49.9% stake in Compania Cervecera de Nicaragua, partners with FIFCO and Heineken

Answer 35

Brazil healthy bvg. business, juice, canned tea, soy beverages Juice brands Sufresh and akoko (coconot water), #3 player with 6.1% market share Soy-based bvg. brand: Soyos In 2012, JPM investment arm One Equity Partners acquired 40% stake

Answer 36

Juice and nectar player in Mexico with 25% share Juice brands include Jumex Frutzzo (JV with Pepsi), Jumex Fresh, Capri Sun JVs with Pepsi and Nestle

Answer 37

14 Sales $375m Argenitna mineral waters and soft drinks Juice brand Baggio Pronto and Baggio Fresh Soy brand Baggio Soyyo

Answer 38

14A sales ~$1.3bn World's largest orange juice producer Created in merger of Citrosuco and Citrovita in 2012 50% owned by Votorantim, 50% by Fischer Group 40% of all juice produced and exported from Brazil

Answer 39

EV $21bn, Net Lvg. 1.1x, 15 Sales 12bn, 15 EBITDA 1.8bn Pharmaceutical and healtchare conglomerate Acquired Jasmine Alimentos, Brazil health foods, in 2014 HQ in Japan with operations in 26 countries incl Brazil

Answer 40

EV $14bn, Net Lvg. 1.8x 15 Sales $11.4bn, 15 EBITDA $1.4bn Non-alcoholic and alcoholic beverages Acquired Beam for $15.8bn in Jan 2015

Answer 41

EV $20bn, Net Lvg. 0.8x, 15 Sales $15.3bn, 15 EBITDA $1.7bn Japan beer and soft drinks Acquired P&N Beverages (Australia water and juice divisions) for $200m in 2011 Acquired Charlie's Group (NZ fruit juice) for $107m in 2011

Consumer Food Flashcards

(65 cards)