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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".


28. April 2021 | 07:00 CET

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

  • Vegan
Photo credits: verygoodbutchers.com

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 by Nico Popp
ISIN: CH0038863350 , US5007541064 , CA88340B1094


 

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


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.


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.

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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.

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15. April 2021 | 10:40 CET | by André Will-Laudien

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!

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