News & Insights
Further Processors should watch Netflix
That’s notable because the company should finish up 2017 with about $12 billion in revenue. So why is Netflix budgeting two-thirds of 2018 revenues on content creation? And why are we talking about it in a meat blog? Because Netflix was once simply a distributor for the entertainment companies who...
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Value: what’s your downside alongside the upside?
Interestingly, at the same time, billions of dollars of private and sovereign equity is being amassed outside the existing mining houses with the intent of deployment in the resources industry, and more precisely to take advantage of the potentially attractive asset prices that are expected to occur at the perceived...
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Is Tyson the Tesla of Animal Protein
Buying a product that won’t be available for 18 months seems a bit risky, so what are the advantages of being at the forefront on technology with more potential than results? The story. People love stories about bold initiatives, from the media, investors, employees, customers, all the way to end...
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Will Amazon send meat distributors the way of the dinosaurs?
But food distribution is on the brink of disruption - distributors should stop focusing on their traditional competitors and start establishing a competitive advantage against the competitor no one wants, Amazon. Let’s look at the role of distributors, the core competencies of Amazon, and imagine how (if?) the two can...
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Blockchain, the food chain & the billion dollar problems to be solved
You can’t buy blockchain at Ace Hardware, Bass Pro, or Tractor Supply. You can’t even buy it on Amazon. Blockchain isn’t a physical product. Blockchain is a technology advancement in the way (certain types of) data points are captured, stored, transferred, and accounted for. Blockchain technology is most widely known...
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