As investors managing $11.5 trillion push food giants like Danone, Walmart, and Amazon to diversify their protein portfolios, the message is clear: Sustainability and resilience depend on innovation. From mycelium to electro-fermented proteins, emerging alt-protein technologies are reshaping the future of food production, and investors are hoping to fund it.
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.
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.
