【出版时间及名称】：2010年2月美国包装食品行业研究报告
        【作者】：瑞士信贷
        【文件格式】：PDF
        【页数】：92
        【目录或简介】：
Table of contents
A Slower Growth Environment 3
Only Moderate Risk To Consensus EPS Growth of 7-9% 12
Expect More M&A Activity 14
Emerging Market Platforms Are More Important Than Ever 17
Price Promotions Will Intensify 19
Shift Away From 2nd And 3rd Tier Brands Will Continue 21
Commodity Costs Will Re-Inflate Only Moderately 22
Private-Label Share Gains Will Continue 25
Valuation Provides Some Downside Protection 30
Other Key Considerations 35
Potential regulatory changes 35
Restructuring charges should not be overlooked 35
Restaurant traffic is bottoming, but it isn’t rebounding. 37
Who has the most cost savings in their “tank?” 38
Better management, more consistent results 39
Share buybacks will re-accelerate 41
Shareholder Value Drivers 43
Latest Market Share Trends 50