Thought Leadership

by Bob Goldin | Barry Friends August 27, 2018   Performance Food Group, Sysco, and US Foods recently reported second quarter results, and all three showed progress against one of their key strategic initiatives, namely growth in “local” or, as some refer to it,...

by Gary Karp | August 8, 2018 In the Pentallect POV published October 18, 2017, we highlighted the purchase of Avendra by Aramark.  In that POV we mentioned many of the large foodservice GPOs and estimated Foodbuy GPO managed spend at approximately $20-22 billion,...

by Bob Goldin | Rob Veidenheimer July 2, 2018   Pentallect has thoroughly analyzed the recent sales and profit performance of over 50 publicly traded food companies that operate in all major industry channels – food and beverage manufacturers,...

by Barry Friends | Bob Goldin May 14, 2018   As residents of cold weather climates (Chicago and Minneapolis), the writers are all too aware of the dampening effects adverse winter weather can have on consumer behavior and of the mobility restrictions...

by Gary Karp April 30, 2018   Recently, several articles have been published that indicate a renewed momentum in food retailing toward private label share growth. Generally speaking, whether in retail or foodservice, growth in brand share itself is an...

by Barry Friends | Bob Goldin February 20, 2018   Sysco, US Foods (USF) and Performance Food Group (PFG) have released their latest quarterly results, and they are, in a word, impressive. The companies are continuing to achieve revenue, case volume...