Dollar Stores Have Reached An Inflection Point
The performance of dollar store stocks suggested investors believed Walmart’s best days were behind it. They were wrong.
Investments Archive
Market Signals: Unpacking Bezos Earth Fund’s Alt-Protein Allocation
Bezos Earth Fund is allocating $60 million to build research centers that focus on improving the taste, cost and nutritional value of alternative meats. What does this financial traction signal for the future of alt-meat investments?
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
Stories of the Year: What Does AeroFarms’ Bankruptcy Signal for CEA’s Future?
Henry Gordon-Smith’s exploration of the bankruptcy at AeroFarms offered crisp context to the international state of controlled environment agriculture (CEA) before one of its most notable innovators declared bankruptcy.
Analysis: Automation Could Cure Labor Shortages in Manufacturing
Automation offers companies the opportunity to attract talent with the right skills and assign those skills to the most appropriate areas of the business.
Food & Beverage Manufacturing M&A Quarterly Report: Q3 2023
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.
Outlook for Meal Kits Murky
Meal-kit companies are delivering mixed results in 2023. The difference between the category’s “haves” and “have-nots” appears to be widening. “There’s a broad range of what’s considered a ‘meal kit’ today, reflective of rapidly changing …
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 …
Food & Beverage Manufacturing M&A Quarterly Report: Q2 2023
Food & Beverage Manufacturing M&A Quarterly Report: Q1 2023
Mergers, Acquisitions, Startups & Layoffs: What to Expect in 2023
Inflation is ebbing and the economy is weathering the rate hikes well. Unemployment is at a 50-year low, and recent tech layoffs are minimal compared to the volume of employees hired by those same companies the past several years.
The Food Institute Launches FI Latam Content Platform
NEW YORK, April 13, 2023/FINewswire/– The Food Institute, the leading source for food industry news, data, and trends, announced today the official launch of “FI Latam” – The Food Institute’s Latin America-focused content platform. Elements …
Foodservice Distributors Continue to Prosper
2022 was a strong year for food and beverage stocks – and particularly the biggest manufacturers in the industry. On average, including dividends, General Mills, Kraft Heinz, Campbell Soup, Kellogg, and Conagra Brands returned 22.6%. …
COLUMN: Let’s Learn from the Demise of Freshly
The public markets (and strategic firms) aren’t kind to businesses that don’t make much money and then stop growing. The recent shutdown of Freshly shocked many of its consumers, but not those following the ~$6B …
Rutgers Food Innovation Program Appoints Five Advisory Board Members
How Energy Drink Stocks Are Defying the Market Slump
Energy drink stocks are performing more vigorously than you may imagine. If an investor had invested in the S&P 500 at the beginning of the year, even with dividends she’d have lost about 16% of …
6 Tips to Withstand a Recession
The Food Institute spoke with food industry executives to determine their strategies to withstand a coming recession.
Analysis: Beyond Meat Earnings Indicate Alt-Meat Category in Trouble
Beyond Meat reported third quarter earnings on Wednesday afternoon, and they were disastrous. Revenue declined 22.5% year-over-year … and that wasn’t even the worst news.
Column: Why Investors are Wary of Kroger-Albertsons Merger
The U.S. Federal Trade Commission will need to approve Kroger and Albertsons’ planned merger, and that agency has taken a skeptical view of corporate consolidation in recent years.
UPDATE: What Kroger, Albertsons’ Merger Means for Grocery Industry
Kroger Co. will merge with rival U.S. grocer Albertsons Cos. – a move that will create a grocery giant.
The Food Institute Acquires Latin America-focused Food Media Assets
NEW YORK, Oct. 12, 2022/FINewswire/– The Food Institute, the leading source for food industry news, data, and trends, announced today that the Company has acquired four Latin America-focused food media platforms: Global Fruit Latam, Global …
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Trends Impacting the Dairy Industry
Jennifer Pricco Braasch is a managing director with City National Bank’s Food & Beverage Group. Based in Milwaukee, she supports industry executives with creative financing solutions and industry intelligence. The Food Institute recently asked her …
Survey: 2023 Could be Big Year in Restaurant Tech Investment
Restaurant industry executive Kevin Bryla closely monitored the sector during the past two years, and he walked away rather impressed by operators’ resilience. Despite pandemic-related challenges, many restaurateurs displayed more than enough savvy to survive. …
Will AI Ordering Go Mainstream at Restaurants?
In response to labor shortages, some restaurants are turning to AI-powered bots that answer phones and communicate with customers.
Amid Labor Shortage, Gen Z Demanding ‘EWA’ Pay
Companies like McDonald’s are allowing workers to access hourly pay on demand in the hopes of shoring up the ongoing labor shortage.
Alternative Seafood Investments Are on the Rise
Investment in plant-based, fermented or cell-based “alternative seafood” amounted to $178.2 million between January and mid-July this year, as interest in the sector continued to grow. (Fish Farming Expert, July 28) In fact, the alternative …
The Plunge in Plant-Based Stocks is All About Expectations
What the stock market is indicating in 2022 is that plant-based stocks aren’t likely to displace traditional offerings – only complement them.
Column: Future for Casual Dining Stocks Could be Grim
The near-term pressures on casual dining operators right now are obvious. Fears of a recession are rising. Consumer confidence is falling. Labor shortages have driven up wages and in some cases forced operators to limit …
Unpacking the World’s First Plant-Based ETF
In December 2021, the VegTech Plant-based Innovation & Climate Exchange-traded Fund (NYSE ticker: EATV) made history as the world’s first plant-based ETF. VegTech Invest CEO Elysabeth Alfano recently joined The Food Institute Podcast to discuss …
From Inside the Farm Gate to the Plate: Innovations in Regenerative Agriculture
This article is written and sponsored by HSBC. Learn how regenerative agriculture is leading us to a more sustainable future According to Feeding America, in 2019, food insecurity in the US had reached its lowest point since …
Plant-Based Snacks Enjoying Steady Growth
As consumers continue to blur the line between snacks and meals, the plant-based category is playing an active role in the space between. Seventy-eight percent of global consumers say their definition of snacks has evolved …
Is Beyond Meat Beyond Repair?
Investors appear to have soured on Beyond Meat, sending its stock price from a $160.28 to as low as $35.74 in the last year, as competition in the alternative-meat sector has increased and the company’s …
The Plant-Based Protein Movement and Market Outlook
Plant-based innovations are disrupting the food industry, as the category’s growing prevalence in environmental, social, and governmental (ESG) matters drives investor interest from farm to fork – and beyond. Research from Bloomberg Intelligence suggests the …