Investments Archive

The Plant-Based Playbook: Pro Athletes Invest in Vegan Brands

Multiple pro athletes have either invested in plant-based foodservice and food retail brands or launched their own brands in recent years, including John Salley, Tom Brady, Chris Paul, Ed McCaffrey, and Mike Tyson. Let’s take a look at a few of these business ventures – and the motivators behind them.

For McDonald’s, Investors Believe History Will Repeat

McDonald’s stock has fared well lately, though its value edge has fizzled. Consumers are hungry for more than just $5 deals. History suggests resilience, but can the golden arches glitter amid rising costs and shrinking sales?

Investors Have Lost Faith in Conagra and the Industry

Conagra’s stock plunge reveals deep investor doubts about the packaged food sector’s ability to navigate inflation, tariffs, and margin pressure. With volume and pricing power eroding, the industry may be facing a new, uncomfortable normal.

New US Listing Creates Clear Mission for JBS

JBS says its stock could quadruple if markets re-rate it closer to peers like Tyson and Hormel – but a history of scandals still weighs heavily. With ESG scrutiny fading, JBS bets low drama could mean high returns.

Roark Capital’s Aggressive Buyout Strategy May Not Be Working

Roark Capital has built a restaurant empire rivaling McDonald’s in system-wide sales, yet questions linger over its investment strategy. With limited financial transparency and stalled IPOs, has Roark’s aggressive approach truly paid off for investors?

Diageo Considers American Brand-Selling Strategy

Diageo, the spirits giant, is shifting its long-standing strategy by selectively selling off brands. The industry is watching closely to see whether this pivot will strengthen Diageo’s future or mirror the struggles of American food conglomerates.

How F&B Companies Can Maximize Return on Tech Investments

Many F&B companies aren’t getting the results they desired from tech investments due to factors ranging from insufficient data to inadequate planning. Industry experts shared actionable strategies with FI to help companies resolve these issues.

Chipotle Gives Reason to React, Not Overreact

Despite Chipotle’s recent sales slump heading into 2025, investors are not worried about the future of the company. Although Chipotle stock has fallen 27% since December 6, its modest performance is peanuts compared to the fast casual sector, and its historic strength signals it can brace the bump.

For Oatly, Execution Has Been the Biggest Problem

Once valued at over $15 billion, Oatly’s market capitalization has plummeted by 98% due to poor execution in expanding production and mounting financial losses. Its sluggish growth in plant-based products makes Oatly’s future murky, according to FI’s resident stock expert.

F&B Supply Chains Brace for Trump Administration Tariffs

Trump administration tariffs continue to warn the F&B sector; however, there are options to evade its impacts through careful sourcing strategies. Data and new technologies present opportunities for brands to take control of the situation.

AI and Independent Restaurants: Experts Share Tips, Predictions

Yum Brands’ new AI platform, Byte by Yum, illustrates the potential of proprietary tech for QSR giants, but independent restaurants can also leverage similar, customizable platforms. Experts advise starting small with AI for specific tasks and monitoring its outputs closely to ensure that it enhances efficiency.

COLUMN: Noodles & Company Needs More Than a Secret Sauce

Noodles & Company has tumbled from fast-casual stardom to potential Nasdaq delisting, plagued by declining morale, quality, and customer experience. One industry turnaround expert proposes a bold recovery plan targeting high-impact opportunities to restore the brand’s luster.

Farm Bill Extension: Crisis Averted, but for How Long?

Congress narrowly avoided a government shutdown by passing a stopgap spending measure that prolongs the U.S. farm bill for another year. Experts warn that failing to modernize the farm bill within the next year could exacerbate food price volatility.

BNPL Boom Boosting Holiday Spending

Buy-now-pay-later services are surging in popularity, with Adobe projecting $18.5 billion in holiday purchases this year. While retailers benefit from increased sales and lower fees compared to credit cards, experts warn that BNPL poses risks if not carefully regulated.

Cava’s Secret Sauce: The QSR Is So Hot Right Now

The latest financial data shows Cava is enjoying tremendous success, outpacing the fast-casual dining segment and sustaining jaw-dropping growth. Some of this success is likely thanks to its Gen Z engagement strategy.

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Food & Beverage Manufacturing M&A Quarterly Report: Q2 2024

This article is sponsored and written by CohnReznick. The food manufacturing sector was active during the second quarter and much debt was refinanced during the three month period. Deals of note included Anchor Packaging’s $790 million ...

Private Label Growth Pockets in Frozen Food

As consumers continue to stockpile frozen foods, retail operators are leveraging private labels to tap into that demand. Which frozen products are experiencing the most store brand sales growth? FI investigates.

How Post Holdings Claimed the Best Packaged Food Stock in the Market

Since its spin-off from Ralcorp, Post has spent over $10 billion on acquisitions. It has taken impairment changes relative to acquired assets of less than $300 million. Meanwhile, off a cereal business worth about $2 billion, Post and Bellring are now worth over $20 billion combined (including the respective companies’ debt).

Lead with Delicious: How Plant-Based Thrives

How will plant-based evolve in the year ahead? In this industry outlook, analysts weigh in on economic challenges, the financial landscape, and consumer adoption strategies for 2024.

Food & Beverage Manufacturing M&A Quarterly Report: Q4 2023

This article is sponsored and written by CohnReznick. Almost 300 deals closed Q4 2023. The two largest were J.M. Smucker’s $5.6 billion acquisition of Hostess Brands and Redwood Holding’s $4 billion acquisition of Newly Weds Foods. ...

Food & Beverage Manufacturing M&A Quarterly Report: Q3 2023

This article is sponsored and written by CohnReznick. While deal volumes and total capital invested have leveled off in 2023 for the F&B sector, numerous food and beverage deals were also announced during Q3 and should ...

Alt Meat No Longer Sizzles While Plants & Fungi Grow

A recent confluence of headlines reporting a shift in sales and venture-backed capitalism indicate a change in consumer mindsets surrounding alt meat products and their pseudo-competitors – particularly seafood, fungi, and the versatile mushroom.