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Marcia Mogelonsky, Ph. D.

Marcia Mogelonsky, Ph. D.
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  • Jefferies' Thilo Wrede warns investors not to get too excited about a potential Pepsi (PEP +0.7%) for Mondelez (MDLZ +1.1%) deal, despite pressure from Nelson Peltz. Although such a move might look accretive, appearances can be deceiving, and Wrede doesn't think such the proposal is consistent with either firm's plans. [View news story]
    Not sure that all of MDLZ's products are "smaller, less commanding labels" ... Oreo certainly controls considerable share in biscuits, while Cadbury (although licensed to HSY in the US and thus not especially top of mind to American investors) is a major global chocolate confectionery player.
    Jul 18, 2013. 11:15 AM | Likes Like |Link to Comment
  • The FDA says it will investigate the safety of new food products marketed for children and adolescents that have caffeine added to them. An exec with the agency says the current amount of caffeine additives is beyond anything originally envisioned. Food companies dabbling with adding caffeine to existing and new products include Mars Inc, Mondelez International (MDLZ -0.7%), and PepsiCo (PEP -0.2%). [View news story]
    Perky Jerky was just the start! While lots of foods have natural caffeine in them, enhancing and boosting products with extra caffeine is a trend we've been following for months..

    Wrigley's new gum product will not have staying power. It is too expensive and it tastes bad. The only consumers who will stick with it are long distance truck drivers, pilots and others who really *need* the energy boost.

    As for the rest.. they will migrate to the next big thing... whatever that may be... I'm betting on sirracha-flavored gum!
    May 1, 2013. 02:42 AM | Likes Like |Link to Comment
  • Today in Commodities: Marching to a Different Beat [View article]
    Not sure about your cocoa prediction: impending Cote d'Ivoire civil war will lead to more blood cocoa turning up at unlikely prices in unexpected markets (watch Burkina Faso)...
    Mar 6, 2011. 08:40 AM | Likes Like |Link to Comment
  • The Remarkable Reversal of Fortune in Commodities [View article]
    Ivory Coast continues to be a hot spot.. I predicted rising prices by Easter way before the dust settled on Valentine's Day. Nice to know that some manufacturers finally agree ... online.wsj.com/article...?
    Feb 21, 2011. 03:17 PM | Likes Like |Link to Comment
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