Menu

Recent Interviews

Dirk Graszt, CEO, Clean Logistics SE

Dirk Graszt
CEO | Clean Logistics SE
Trettaustr.32, 21107 Hamburg (DE)

info@cleanlogistics.de

+49-4171-6791300

Interview Clean Logistics: Hydrogen challenge to Daimler + Co.


Matthew Salthouse, CEO, Kainantu Resources

Matthew Salthouse
CEO | Kainantu Resources
3 Phillip Street #19-01 Royal Group Building, 048693 Singapore (SGP)

info@krl.com.sg

+65 6920 2020

Interview Kainantu Resources: "We hold the key to growth in the Asia-Pacific region".


Justin Reid, President and CEO, Troilus Gold Corp.

Justin Reid
President and CEO | Troilus Gold Corp.
36 Lombard Street, Floor 4, M5C 2X3 Toronto, Ontario (CAN)

info@troilusgold.com

+1 (647) 276-0050

Interview Troilus Gold: "We are convinced that Troilus is more than just a mine".


02. March 2021 | 09:45 CET

Beyond Meat, The Very Good Food Company, Nestlé: This growth tastes good

  • Vegan
Photo credits: pixabay.com

PHW Group's latest veggie study shows it: Meatless is the trend. In Germany, one in two people already consciously abstains from meat now and then. Younger people, in particular, prefer meatless meals. Of the 18 to 29-year-olds surveyed, 14% eat vegetarian and 3% vegan. For companies that offer meat-free alternatives, this is excellent growth potential - after all, millennials will eventually settle down and earn more. In this case, premium providers around meat-free products could benefit the most.

time to read: 3 minutes by Nico Popp
ISIN: CA88340B1094 , CH0038863350 , US08862E1091


 

Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author


Beyond Meat likes it fast and cheap

Beyond Meat impressively demonstrates that vegan burgers can also taste good. The food startup relies on peas and uses them to form burger patties with a meaty, robust taste and are therefore also well received by meat fans. The idea of meatless burgers caused a furor on the stock market, especially in the summer of 2019. At that time, Beyond Meat's share price climbed to over EUR 200. Currently, the share has reached a moderate level around EUR 123.00 and forms a flat upward trend on a one-year horizon.

Beyond Meat recently announced strategic partnerships with McDonald's and Yum Brands, which includes Taco Bell, KFC and Pizza Hut. In this way, sales are expected to increase further. These collaborations even eclipsed Beyond Meat's weak numbers. The Company reported a loss of 34 cents per share, even undercutting analysts' already weak expectations. Even in terms of sales, the Company fell short of expectations. Now, cooperation with the big players in the industry is supposed to help. For Beyond Meat, this could mean hope but also a burden. The extent to which the target group likes fast food remains an open question.

The Very Good Food Company: Vegan food like mother's cooking

The Canadian Company, The Very Good Food Company, is taking a different approach than Beyond Meat. The Company started in a home kitchen a few years ago and has been growing rapidly ever since. The twist is that The Very Good Food Company deliberately aims to offer customers the full range of vegan dishes, avoiding highly processed foods. The vegan dishes include delicious sausages or ribs, which at first glance look more like a hearty country butcher shop than a hip bar in Berlin-Kreuzberg. Nevertheless, the Canadians' range is vegan all round. Recently, the Company even bought a vegan cheese supplier and reserves the right to make further acquisitions. Even the step to Europe seems evident for the secret tip from Canada.

The Company expects the market for plant-based meat substitutes to triple by 2026. The Canadians want a big slice of this pie and may have hit a nerve with the appealing product presentation and the wide range. To make the brand known, The Very Good Food Company is relying on a mix of offline and online business. Customers can already sample the dishes in two restaurants and, if they wish, can also stock up for the kitchen at home from affiliated retail stores. It is also possible to order the products online. The concept is bearing fruit: many retailers also want to offer the products. The figures are also right: compared with the previous year, sales in the third quarter rose by 322% annually. The stock has entered consolidation after a rapid rise in 2020.

Nestlé needs to reinvent itself

While companies like The Very Good Food Company focus on growth, Nestlé is all about staying on the ball with current trends. To that end, the industry's big players are increasingly focusing on protein foods and cutting back on sugar. But that's not enough. In the third quarter, Nestlé's sales fell by 9.4%. Partly due to the weak figures, the Company is revamping itself, is increasingly targeting allergy sufferers and wants to offer healthier products. In the long term, Nestlé intends to grow by up to 6% annually. However, it remains to be seen whether the Company will achieve this.

Shares like Nestlé are suitable for very conservative investors. A dividend yield of slightly less than 3% also suits them. Those who like it a bit more dynamic can look at startups around vegan nutrition. Beyond Meat offers fast food, while The Very Good Food Company targets the high-price segment with hardly any industrially processed food. First impressions are promising.


Author

Nico Popp

At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

About the author



Conflict of interest & risk note

In accordance with §34b WpHG we would like to point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Apaton Finance GmbH may have a paid contractual relationship with the company, which is reported on in the context of the Apaton Finance GmbH Internet offer as well as in the social media, on partner sites or in e-mail messages. Further details can be found in our Conflict of Interest & Risk Disclosure.


Related comments:

24. June 2021 | 15:38 CET | by André Will-Laudien

Coca-Cola, Beyond Meat, The Very Good Food Company - Green Food, Blue Planet!

  • Vegan

To eat vegan or live consciously, let's say, is a decision that more and more people are making for themselves. According to estimates, there are between 700,000 and 1.3 million vegans living in Germany alone. In addition, there is a steadily growing number of so-called flexitarians who do not yet feel that they belong to be veganism; however, their food plan contains a heavily reduced amount of animal products. Even insects are included in the discussion of veganism so that vegans also do not (should not) consume honey from bees. Political and social change is progressing, and people's daily habits are changing accordingly. We look at the approaches of modern food producers.

Read

27. May 2021 | 10:55 CET | by Carsten Mainitz

Oatly, The Very Good Food Company, Beyond Meat - Big profits with no end in sight!

  • Vegan

It should be dawning on many of us by now that with increasing prosperity and a growing population, factory farming and meat consumption cannot continue indefinitely. But the vegetarian way of life is still too often ridiculed. However, it could be a partial solution to the challenges mentioned. From an investor's point of view, it is worth considering how much money can be made with vegetarian substitutes. Therefore, the following is a brief look at three publicly traded companies that are likely to appeal to even meat-eaters.

Read

28. April 2021 | 07:00 CET | by Nico Popp

Nestlé, Kraft Heinz, The Very Good Food Company: Conservative investments - rethought

  • Vegan

As the Allensbach Market and Advertising Media Analysis (AWA) showed last year, 24.75 million people in Germany alone are interested in healthy eating and healthy lifestyles - and the trend is rising. Young people, in particular, are increasingly drawn to veganism. Even if it is scientifically disputed to what extent meat consumption is associated with poorer health, the ethical advantages are obvious. Where no animal was processed, no animal had to be fattened, kept and slaughtered. Established food companies and innovative newcomers are vying for customers in the food market. We present three shares.

Read