美联银行--全球食品饮料行业研究报告2007

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TABLE OF CONTENTS
Part I: The State Of The Industry ................................................................................................................................................... 5
Section I: No Time Better Than the Present – An Attractive Entry Point for Food Investors................................................... 6
Section II: Retail Category Overview – Seven Major Categories ........................................................................................... 16
Section III: The Rightful Role Of Funding Environments On Industry Valuations ................................................................ 23
Section IV: Porter’s Five Forces On Food And Beverage....................................................................................................... 28
Section V: Seven Key Investable Food Industry Trends......................................................................................................... 29
Section VI: Advertising Spend: The Difference-Maker in Earnings Quality .......................................................................... 64
Section VII: Commodity Summary And Outlook................................................................................................................... 74
Part II: Knowing The Companies.................................................................................................................................................. 91
Section I: Food And Beverage Company Profiles................................................................................................................... 92
Section II: Feeney’s Food Cost Factor ................................................................................................................................. 221
Part III: Food and Beverage Investment Strategy ...................................................................................................................... 223
Section I: Food And Beverage Pricing Power Analysis ........................................................................................................ 224
An Analysis Of Companies That Increase Profit Amidst Cost Pressure
Section II: Quantitative Strategies For Food And Beverage Outperformance ...................................................................... 230
“Moneyball” Strategy Handbook Excerpts
Part IV: Food and Beverage Statistical Summary ...................................................................................................................... 241
Section I: Food and Beverage EPS Surprise Analysis........................................................................................................... 242
Section II: The “Top Tens” .................................................................................................................................................. 263
Top 10 - Most Manufacturing Intense
Top 10 - Gross Margins
Top 10 - SG&A As A Percentage Of Sales
Top 10 - Trend In SG&A As A Percentage Of Sales
Top 10 - “Big Spenders/Small Spenders”
Top 10 - “Cash Flow Kings” – Largest Free Cash Flow Yield
Top 10 - “Down For The Count” – Stocks Most Below 52-Week High
Top 10 - Longest-Tenured CEOs/CFOs

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美联银行--全球食品饮料行业研究报告2007
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