Mark Tabone’s Post

Food and beverage companies are reviewing business portfolios to manage complexity and focus on areas of competitive advantage. This creates opportunities for M&A in 2024. Read our 2024 M&A outlook. https://pwc.to/41YVwyg. #PwCDeals #PortfolioOptimisation

Data through Q3 2023 show an improving economic and pricing environment compared with the trends observed in previous quarters. Our view is this improving trend supports the theory of a more likely “soft landing” and portends a stronger-than-expected 2024 for M&A transactions. Today’s M&A environment tends to favor strong companies. While some sellers are pressing pause in an attempt to time the market, good companies (those with strong financials, good growth prospects, strong management teams, differentiated offerings, etc.) can attract value- and objective-maximizing outcomes in the current market. Read more in PMCF's Q3 Food & Beverage Pulse: https://lnkd.in/d-T-zye5 #FoodAndBeverage #MergersAndAcquisitions

"Wendy’s CEO Kirk Tanner announced that the fast-food chain intended to embrace “#surgepricing,” raising the prices of a burger and a Frosty in line with customer demand...A quarter-century earlier, Coca-Cola’s CEO mused about equipping its vending machines with thermometers, and triggering them to raise the price of a soda on a hot day...Consulting firms like #SaucePricing promise automatic surge pricing at restaurants to boost revenues. A chain bowling alley called Bowlero charged $418.90 for two lanes one day last year. Surge pricing “will eventually be everywhere,” the Financial Times, that chronicler of modern #capitalism, said last September...As companies gather more data available on consumer preferences, the process of algorithmically adjusting prices rapidly based on supply and demand will get easier, affecting all sorts of goods and services we’ve grown to count on. " #Uber https://lnkd.in/e-vJdXJn

Get the latest insights and stay informed with the newest edition of European Supermarket Magazine! This issue features a wealth of stories, tips, and insights that will keep you up-to-date on the latest innovations and trends in the world of food retail. As a grocery professional, you won't want to miss out on this valuable resource. 📰 🕵♀️ #ESM #grocery #foodretail #innovations #trends

🍻 Cracking the Code: Valuation Multiples for Beer, Wine, & Liquor Stores – Unveiling the Influences and Implications! 🍷 Ever wondered about the magic behind valuation multiples for Beer, Wine, & Liquor Stores? Brace yourself for a deep dive into the world of business valuation, where we explore the factors influencing revenue, EBITDA, and SDE multiples. Get ready for a captivating read that will leave you pondering and eager to join the conversation. Understanding Valuation Multiples: ✨ The Positives: 📈 Revenue, EBITDA, and SDE Multiples: These multiples provide a quick snapshot of a store's financial health. They're easy to calculate and offer a straightforward comparison to similar businesses. 🍷 Inventory Influence: When inventory is included, it can enhance the multiples, reflecting the value of the products on hand. ✨ The Negatives: 📉 Potential Variability: Multiples can vary widely depending on location, competition, and market conditions. What works for one store may not apply to another. 🤝 Assumption of Inventory: The assumption of inventory can impact the multiple. Including inventory can inflate the value, while excluding it may lead to a lower multiple. Influences on Multiples: Location, Location, Location! 🌆 The store's location plays a significant role. Stores in high-traffic areas often command higher multiples due to increased sales potential. Product Mix and Quality 🍾 A diverse product mix with premium offerings can boost multiples. Quality matters, as it attracts discerning customers. Financial Performance 💰 Stores with strong revenue, healthy profit margins, and positive cash flow tend to have higher multiples. Customer Base 👥 A loyal customer base and potential for growth can positively influence multiples. Competition 🕵️ The competitive landscape matters. Stores with a unique position or strong market presence may have higher multiples. Inventory 📦 The assumption of inventory can affect multiples. Including inventory can inflate the value, while excluding it may lead to a lower multiple. Now, as you sip on this wealth of information, consider the complexities and nuances that influence the multiples for Beer, Wine, & Liquor Stores. Share your thoughts, experiences, and questions, and let's toast to the intriguing world of business valuation! #BusinessValuation #BeerWineLiquorStores #ValuationMultiples #InfluenceFactors #JoinTheConversation Peak Business Valuation

The most recent economic indicators and quarterly earnings bear out the first point with a maddening (lack of) clarity. According to a University of Michigan survey published on July 26th, consumer sentiment hit its lowest point in eight months in July. A few days later, the Conference Board, a business group, said that in the same month shoppers’ confidence rose. Like McDonald’s, food and drink giants such as Coca-Cola, PepsiCo and Starbucks signalled weakness in America in recent months. So did Diageo, the world’s bartender-in-chief. But Procter & Gamble (p&g), the mammoth purveyor of non-food brands such as Pampers nappies and Gillette razors, saw no sign that American shoppers were in retreat. “So far, so good,” said its boss, Jon Moeller. The consensus is that low-income shoppers are hurting the most. But the degree to which others are feeling the pinch is hard to say. Sales in America of Hermès, maker of the Birkin bag, soared; those of lvmh, another high-society stalwart, did not.

Join us for this week's WEBINAR where we'll discuss how private label, fresh food management and sustainability enable grocery retailers to think strategically about the brand experiences they want to create and the loyalty they want to drive. REGISTER: https://ow.ly/29G050RcGIF #foodretail #grocery #supermarket Oracle

The big have gotten bigger, with those top 500 generating about $424 billion of the industry’s roughly $1 trillion in sales. The entire supply chain and incentive programs of foodservice needs to change or we will be a world of chains

As an early stage food and beverage investor, here are some of the themes I’ve heard from founders about retail rollouts: 1. Retail is getting even more expensive to play in. 2. It’s harder to build a DTC food and beverage brand today and don't have the sales data to show retailers compared to a few years ago.  3. Chicken or the Egg, investors are on the sidelines until there is retail success, but brands need working capital for successful retail rollouts. What brands are getting creative with go-to-market strategies and finding new ways to prove product-market-fit? #cpgbrands #cpgbrands #cpg #investing

In today's economy, price is the top concern for many consumers. 💸 As Gregg Majewski points out, people are being very selective about where they spend their money. While major chains like Chipotle may still be frequented regularly, smaller businesses are now in a rotation where value proposition is key. And that doesn't mean you have to be cheap. Your unique value prop could be pricing, service, delivery, or bundled offerings. As a local business, have you taken a hard look at your value prop lately? In this challenging environment, clearly communicating your differentiator could be the key to driving more frequent visits. What do you think? #restaurantmarketing #restaurantbranding #valueproposition #localbusiness #localmarketing #craveworthymarketing Craveworthy Brands