Constellation Brands blames weak beer sales on tariffs and shifting Hispanic demographics, but Wall Street sees deeper cracks. With alcohol consumption trending down, investors aren’t buying the company’s optimism.
Smithfield’s IPO stumbled, but its pivot to packaged meats is winning over Wall Street – slowly. Despite strong returns, investors remain wary of ownership optics, GLP-1 headwinds, and valuation lag.
As consumers continue to take their health and wellness goals seriously, GLP-1 drug usage will continue to grow. With as much as 20% of U.S. adults taking or considering the medication, the food and beverage industry must adapt to these consumer need states.
Inflation, cocoa chaos, and Ozempic-fueled appetite shifts have battered Hershey and Mondelez, but investors still believe in their near-term outlook. A merger may be the lifeline that turns things around.
GLP-1 weight-loss drugs are fueling demand for high-protein drinks, but digestive side effects and long-term health concerns loom. Meanwhile, food giants like Danone are racing to serve this booming market.
Amid inflation’s shake-up, niche grocers like Sprouts and Natural Grocers have defied expectations with explosive growth. Turns out, health-conscious loyalty and savvy execution are worth their weight in organic chia seeds.
Smucker stock has plunged to decade-lows after a bruising earnings miss and nearly $2B in impairment charges tied to its Hostess buy. With profits set to drop again, investors are questioning the company’s strategy.
This week, Natural Products Expo West 2025 showcased trends in the natural and organic sectors from nearly 3,200 exhibitors. The show especially highlighted the impact of GLP-1 drugs on snacking habits.
Despite recent challenges, the plant-based sector is primed for growth in some respects, with opportunities to innovate through functional ingredients, whole-food formulations, and clean-label transparency.
Nestlé is tapping into the booming weight-loss market with Boost Pre-Meal Hunger Support, a 45-calorie whey-protein solution designed to reduce appetite. Experts caution consumers about the shots’ limited effectiveness.
GLP-1 weight-loss drugs are increasing consumers’ preference toward healthier, nutrient-dense food. Some trends experts feel reduced demand for high-calorie foods could hurt QSRs, at least in the near-term.
With the New Year underway, which health and wellness trends are food consumers gravitating towards? Which should the food industry focus on?
