Food
Commented by Armin Schulz on November 13th, 2025 | 07:25 CET
Underrated stocks? A look at the growth drivers of Novo Nordisk, Planethic Group, and Puma
When prices fall, strategic investors sense their biggest opportunity. In the calm before the next upswing, there are undervalued gems that are ready for their turnaround. These are established players who are not only consolidating their core businesses but are already pulling the levers for tomorrow's growth. They are transforming their business models, tapping into new markets and focusing on forward-looking technologies, often unnoticed by the broader market. This transformation is what makes companies such as pharmaceutical giant Novo Nordisk, sustainability pioneer Planethic, and sporting goods manufacturer Puma particularly interesting right now.
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Commented by André Will-Laudien on November 4th, 2025 | 07:30 CET
Amazing! Rollercoaster ride with Beyond Meat, recovery at Novo Nordisk and Eli Lilly, big returns with PanGenomic Health
Volatility in the growth stock sector has caused quite a few swings in recent weeks. While Novo Nordisk and Eli Lilly are still struggling with margin declines from semaglutide injections, shares of the plant-based meat provider Beyond Meat have been bouncing around like a ball in orbit. After a rapid tenfold increase in October, November appears to be all about the reverse gear, with the stock currently down 80% from its peak. Those with strong nerves and a quick hand on the mouse are in luck. Things are calmer and steadier with PanGenomic Health. Here, the high levels since summer must first be digested before the next upward cycle can begin. We highlight a few opportunities.
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Commented by Nico Popp on November 3rd, 2025 | 07:20 CET
Food innovations that spark the imagination: Planethic Group, Danone, Kerry Group
People will always eat and drink - or will they? This old saying is only partially true today. More and more people are paying close attention to what they eat. Instead of letting brand recognition or price dictate their choices when shopping, consumers have been embracing the trend of mindful eating for years, paying particular attention to healthy nutrition and their own well-being. In addition, food has become a way for individuals to express their identity and stand out from others. Ultimately, this is creating a fragmented market catering to diverse interests, which also offers significant opportunities for investors.
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Commented by Carsten Mainitz on October 29th, 2025 | 07:40 CET
Planethic Group with 150% upside, Beyond Meat slumps, Delivery Hero scores – Alpha in FoodTech!
Plant-based diets, alternative proteins, and digital delivery platforms – three trends that are reshaping the global consumer landscape. Planethic Group is betting on sustainable, innovative trends and aims to capture a large slice of the pie. On the downside, Beyond Meat's stock has recently been severely punished. Meanwhile, Delivery Hero is benefiting from the growth of the global delivery service market. Here is where investors can expect significant returns now and in the future.
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Commented by Fabian Lorenz on October 20th, 2025 | 07:15 CEST
Almost 150% upside potential! Plug Power, Bayer, Planethic Group
Is Planethic Group (formerly Veganz Group) offering the buying opportunity of the fall? Analysts see over 100% upside potential. The recent correction appears exaggerated and could be an attractive entry point. The Company itself reports massive demand. Plug Power shares have performed strongly in recent months. Instead of taking profits, analysts see further upside — although some voices remain cautious, as the Company has promised to reach break-even many times before. And what do analysts say about Bayer? Very little at the moment. Goldman Sachs recommends the stock as a "Buy", but there is potential for a setback with the upcoming Q3 figures.
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Commented by André Will-Laudien on October 14th, 2025 | 07:20 CEST
CAUTION: Correction or even steeper rise? 100% with Planethic Group, Novo Nordisk, and Symrise
Does it always have to be "caviar"? As a luxury solution, this fish dish is deeply ingrained in the minds of many investors, but sometimes a smarter, hybrid-strategic mix may suffice. In the current market environment, the latest tariff policy from the White House feels like the flickering echo of a spy from Simmel's novel: unpredictable, tactical, and with far-reaching consequences. The threat of high tariffs on imports from numerous countries is putting supply chains on high alert and forcing companies to rethink their calculations. For investors, this means acting quickly, maintaining flexible portfolio weights, and questioning seemingly "safe" values. Those who favor local procurement channels are likely to navigate more stably. Here are a few ideas.
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Commented by Armin Schulz on October 10th, 2025 | 07:15 CEST
From food waste to profit: How Nestlé, Planethic Group, and HelloFresh are capitalizing on the latest megatrends
The food industry is currently undergoing what may be the most lucrative revolution in its history. Driven by groundbreaking technologies, from 2D printing for food to the hype surrounding plant-based proteins, and the global drive to curb food waste, entirely new markets are emerging. By keeping an eye on the companies driving these megatrends, you can identify the major growth opportunities of the future at an early stage. Today, we take a close look at the strategies of Nestlé, Planethic Group, and HelloFresh and ask ourselves: Which stocks really have what it takes to succeed?
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Commented by Nico Popp on October 9th, 2025 | 07:30 CEST
Digital business models for explosive growth: MiMedia, Peloton, Delivery Hero
Digital business models offer one key advantage: they can be scaled almost indefinitely. It is therefore no surprise that large parts of the global economy have now been digitized, or at least complemented by digital alternatives. Restaurants, for example, face competition from delivery platforms, while gyms compete with online fitness programs. Below, we highlight three digital business models - MiMedia, Peloton, and Delivery Hero - and explore where new opportunities for investors may be emerging today.
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Commented by Fabian Lorenz on August 25th, 2025 | 07:10 CEST
Massive UNDERVALUATION?! Bayer, SFC Energy, Veganz Group
Massive undervaluation of Veganz shares? The transformation from a vegan food supplier to a foodtech company is increasingly taking shape. The first shipment of oat milk, produced using a revolutionary process, is about to be delivered to the US, and analysts see EUR 160 million in revenue potential. The real question is: When will the target price and the share price rise? Bayer shares have risen surprisingly strongly this year. Investors have largely ignored problem areas. But now a rating agency is pointing out the weaknesses, and analysts remain cautious. Investors were bullish on SFC Energy. Then came the forecast adjustment, and the share price plummeted. Now, a multi-million euro order is helping to stabilize the situation.
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Commented by Armin Schulz on August 8th, 2025 | 07:00 CEST
Discount hunt: TUI, Veganz Group, and Super Micro Computer as underrated cash generators
Strategic investors are always on the lookout for price setbacks to seize rare entry points into quality stocks. The reasons for the setback can be short-term economic concerns, seasonal weakness, or, in the best case, profit-taking. As long as fundamental indicators point only to a healthy interim correction, such events have historically often been precursors to above-average returns. The focus is now on resilient companies with intact growth paths whose valuations have been attractively adjusted. Three promising candidates that embody these "buy-the-dip" opportunities across different markets are in the spotlight: TUI, Veganz, and Super Micro Computer.
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