We are witnessing in real time the biggest shift in global economic power. While America debates tariffs, summons its own Fed Chairman to a hearing and spends $380 billion on AI infrastructure with no measurable returns…China has just implemented the most aggressive industrial strategy since the Marshall Plan…
China is building the future. America, unfortunately, seems to be merely discussing it.
Walmart, the 12th largest company in the world in terms of capitalisation, has a chance to face eternal rival Amazon on an equal footing
Tallow, fibre, protein. And then alcohol, whole milk and meat, with tro every logic but that of the US lobbies
The PepsiCo case confirms what was known: many big brands have doped prices and margins in recent years. Not least because a 15% drop means that they had plenty of ‘hay in the farmyard’. PepsiCo was the world’s second largest food producer in 2023, after Nestlé and before the Brazilian meat producer JBS.
Technology platforms are like transnational states: they may perhaps pay fines in the billions, but they will almost certainly never pay taxes equivalent to those paid by their competitors. And they will therefore continue to operate by competing unfairly with them
‘It is necessary to avoid foreign hazelnuts and Piedmontese hazelnuts in the same product’. Ferrero could imitate Barilla that sells pasta with 100% Italian wheat and possibly differentiate: Italian and non-Italian products
Sooner or later, Ferrero will also have to address the environmental issue aggravated by the treatment of workers and non-reciprocity in the use of pesticides banned in the EU
In this article there are several mentions of episodes from Le Ossa dei Caprotti , my book published in 2023 by Feltrinelli: the private-label chicken tortellini, the Zunino affair and the meeting with the ‘world’s best cook’, which enriched me personally but did not bear the desired fruit at Esselunga. Certainly not to the demerit of Fulvio Pierangelini
In the face of continuous scandals, the consortia, instead of trying to get the ham out of an image impasse and think about relaunching consumption of Parma ham, making it ‘cool’, as the Iberian jamon has done, prefer to celebrate themselves by doubling the museum (with 600,000 euro from the Pnrr)
Children’s milk: the presence of toxins in Nestlé products was identified ten days before the first recalls, at the end of November. According to ‘Le Monde’, the manufacturer waited for a ‘health risk analysis’ before informing Dutch and then European authorities of the presence of cereulide in milk produced in the Netherlands…
The palm trees – which raised a lot of controversy – made sense, the rhododendrons – which replaced them – absolutely not
In a nutshell: Coop is calling for a law on Sunday closures (= everyone closed) because it is unable to establish itself as a market leader, like Mercadona in Spain
