Close menu

April 28th, 2021 | 07:00 CEST

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

  • Vegan
Photo credits:

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.

time to read: 3 minutes | Author: Nico Popp
ISIN: CH0038863350 , US5007541064 , CA88340B1094

Table of contents:

    Nestlé: This boredom breeder is breaking new ground

    If you want to invest in food, Nestlé comes to mind first and foremost in German-speaking countries. The Company is anything but cyclical and offers an attractive dividend yield. The Swiss are the world's largest food manufacturer, offering everything from cereals and canned goods to baby food or diet products. Nestlé also has sweets and dairy products on offer. Nestlé's solid organic growth, even during the crisis, shows that food is a reliable business.

    The Company recently acquired Aimmune Therapeutics in the health sector, giving it a more modern look. Aimmune has launched a product against peanut allergies. The idea seems tempting: a food company offering solutions for the growing number of allergy sufferers. In the future, Aimmune wants to address other ailments of civilization. For Nestlé, the acquisition is a growth kick - after all, the peanut allergy product has potential sales of EUR 1 billion. Even if Nestlé reads well for investors, the share still falls short of expectations - 1.8% share return in one year is too little. However, you cannot go far wrong with the stock.

    Kraft Heinz needs to reinvent itself

    Kraft Heinz is similarly well-known as Nestlé. The Company stands for all kinds of dips and barbecue sauces, Philadelphia cream cheese and sausages. The example of Philadelphia describes quite well the business model of the big food multinationals: cream cheese is cheap to produce and not a particularly challenging product in any other way. But thanks to a well-known brand and sustained marketing, companies like Kraft Heinz can skim off a particularly high margin.

    Nevertheless, things are not going so well at Kraft Heinz. In the past fiscal year, special write-offs ensured that profits were only in the low triple digits - not enough for one of the world's five most prominent suppliers in the food sector. Although the last few quarters have shown slight signs of a trend reversal, which is expected to continue into the current fiscal year, Kraft Heinz itself emphasizes that it needs to renew its product range to succeed in the market.

    The Very Good Food Company: Vegan food like from the butcher

    The Very Good Food Company does not have this problem. With its vegan products, the Canadian Company is in tune with the spirit of the times - and at the same time makes all consumers, who like their food particularly meaty and hearty, happy. How does it work? The Very Good Food Company produces meat and sausage substitutes and dispenses with complex processing procedures. Processed foods are considered rather unhealthy by health-conscious people. Nevertheless, the Canadian Company makes sure that its products look like they were bought fresh from the butcher. In addition to an online store, The Very Good Food Company also operates restaurants where customers can get to know the Company's range of products.

    In recent months, the Canadians have invested in more production capacity and now work with 301 partner companies, including chains such as Whole Foods, Thrifty Foods and others. The Very Good Food Company deliberately sets itself apart from Beyond Meat and other competitors and operates in the quality segment - the Canadians will not have any cooperations with fast-food chains. In the background, The Very Good Food Company is working on expansion in the USA and can also imagine moving into Europe. In the past three months, the stock has corrected 26% after previously creating a real hype. For those looking to innovate within the food sector, The Very Good Food Company is worth looking at. Traditional food companies might also take notice - the brand is consistent, and the products are well received.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.

    Der Autor

    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

    Related comments:

    Commented by André Will-Laudien on June 24th, 2021 | 15:38 CEST

    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.


    Commented by Carsten Mainitz on May 27th, 2021 | 10:55 CEST

    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.


    Commented by André Will-Laudien on April 15th, 2021 | 10:40 CEST

    The Very Good Food Company, Unilever, Kraft Heinz Company - People always eat!

    • Vegan

    Vegan food is becoming increasingly popular. On the one hand, public opinion is increasingly directed against unethical animal husbandry. On the other, we as consumers are becoming aware that traditional livestock farming is a factor in global warming. After all, the production of one kilo of Argentine steak requires 5,000-15,000 liters of water. The figure comes from the WWF study "Water footprint of Germany." Added to this is the methane production of livestock farming, not to mention all the other problems of factory farming. Currently, about 1.5 billion animals are kept worldwide. However these numbers are calculated, they are all mind-boggling statistics compared to the little meat on our plates. In short, not only since Greta Thunberg, a trend towards more sustainable nutrition, animal welfare and ultimately less meat consumption and the use of plant-based meat substitutes has become established. The topic is omnipresent!