CPG Giants Pledge to Remove Food Dyes
Over the past few weeks, CPG giants have pledged their support in removing select artificial food dyes in an apparent bid to align their practices with the U.S. Department of Health and Human Services and …
Tag: Conagra Brands
Going Places: Grab-and-Go Products Evolve
Grab-and-go food has undergone a transformation, as consumers demand options that rival restaurant fare – leading to explosive growth in deli-prepared meals and bakery products.
Packaged Foods Stocks Struggle with Inflation—and Investors
Packaged food stocks experienced a banner year in 2022. The five biggest manufacturers—General Mills, Kraft Heinz, Campbell Soup, Kellogg, and Conagra Brands—on average returned 22% including dividends. On the same basis, the Standard & Poor’s …
Investors Are Waiting for Consumers to Trade Down (or Not)
In the face of inflation, the U.S. consumer has shown impressive resilience. As a result, branded food manufacturers posted strong pricing-driven profit growth in 2022, and stocks in the sector rose sharply even in a …
COLUMN: Resilient Consumers Aren’t Going Anywhere – Yet
With price hikes easing and food company earnings strong, it appears resilient consumers aren’t going anywhere – yet.