be enlightened by our
Thought Leadership
The Pentallect partners’ personal executive experience, coupled with their reputation as provocative and outside-the-box thought leaders, have made their pragmatic advice, opinions and insights some of the most sought after in the food industry. The Pentallect team is honored to be regularly quoted in national and leading industry publications.
Foodservice Distributors Face Headwinds: A Review of Third Quarter 2018 Results
by: Bob Goldin | Barry Friends November 8, 2018 As illustrated, the three largest foodservice distributors have each experienced year-over-year operating expense increases that are negatively affecting their profit growth. ...
Foodservice GPO Business Model Morphing
by: Gary Karp | Barry Friends September 19, 2018 In the Pentallect POV published March 9, 2017, we highlighted the initiation of a foodservice Distributor GPO (DGPO) being started by UniPro, Unity Advantage Group, to enable...
Distributors’ Latest Results Reflect Sharp Strategic Focus
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...
GPO Landscape Undergoes Significant Change
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...
Food Industry Performance: Manufacturers Feeling the Greatest Pain
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...
Winter Weather Takes Its Toll: An Update on the Latest Foodservice Distributor Results
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...
Critical Strategic Issue: Brand Share Evolution
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...
The Big 3 Broadliners: Lapping The Field, Gaining Share
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...
Independent Restaurants on a Bumpy Road
by: Bill Caskey | Barry Friends | Bob Goldin January 11, 2018 For the past several years, independent restaurants have enjoyed considerable and hard- earned success and gained share. Many factors contributed to their...
GPO Space Undergoing Major Consolidation
by: Gary Karp October 18, 2017 Adding previous acquisitions HPSI and IPS Rebates with newly acquired Avendra raises Aramark’s GPO purchases to approximately $7-8 billion. However, while that $7-8 billion still trails...
Assessing The Storm Damage: A First Look at its Impact on Foodservice
by: Bob Goldin | Dr. Arjun Chakravarti* The full economic impacts (including damage) of hurricanes Harvey and Irma will not be known for many months, if that soon. However, we believe it is timely and appropriate to provide...
Flourishing in an “Amazon” World
by: Barry Friends | Bob Goldin September 11, 2017 Like many, we are in awe of Amazon’s strategic brilliance, executional superiority and customer connectivity. We view Amazon’s acquisition of Whole Foods as a master-stroke...