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David Mason
Managing Director, CEO | NewPeak Metals Ltd.
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14. May 2021 | 08:28 CET

The Very Good Food Company, Anheuser-Busch InBev, HelloFresh - Reopening in the Food Sector

  • Food
Photo credits: pixabay.com

At the moment, the topic of reopening is hotly debated in stock market circles. It is about stocks that either have some catch-up potential after the Corona Crisis or benefited greatly from the pandemic and could now come under pressure with the return of public life. Because of the lockdown, many people had much less exercise because they stopped exercising or, in some cases, even stopped walking to work. During this time, many people have focused on eating healthier to still stay in shape. Many people are happy when the clubs, bars and restaurants open again. So today, we are going to take a look at three stocks in the food sector.

time to read: 3 minutes by Armin Schulz


 

Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

About the author


The Very Good Food Company - Good news non-stop

The Very Good Food Company is dedicated to providing customers with plant-based food alternatives. Three years ago, the Company launched with plant-based meat alternatives that look and taste like they were bought at the butcher. The response has been tremendous, with one sales record after another. In March, sales exceeded CAD 1 million for the first time.

The product portfolio is being expanded through the acquisition of "The Cultured Nut." So The Very Good Food Company now also offers plant-based, dairy-free cheese under the new brand "The Very Good Cheese Co." with five different flavors. This new division can significantly increase overall sales, as the plant-based cheese market is growing 42% per year in the US and stood at USD 270 million in 2020.

To secure a share of this cake, the Company announced almost simultaneously with the launch of the new cheese line that United Natural Foods will now also take over distribution in the USA. Last year, United Natural Foods had already taken over the distribution for Canada, and due to the excellent experience, the distribution partnership has now been extended. The Company's retail presence is thus to be further increased significantly.

Sales figures are rising steadily, online sales are to start in the UK in the third quarter, and the EU will also enjoy the plant-based products in the fourth quarter. As sales increase, work is also underway to expand production, both in Vancouver and in California. The Californian plant is scheduled to come on stream at the end of the year.

After the furious start on the stock market, the stock has consolidated and offers a fascinating perspective to investors who want to bet on the emerging plant-based food market. Management is pursuing a clear strategy, and once the bottleneck of production has been enlarged, nothing will stand in the way of long-term growth.

Anheuser-Busch InBev - Strategy change successful
Due to the Corona pandemic, sales at the breweries dropped significantly. Some were even forced to simply dump their beer. There were no pubs, restaurants, stadiums or festivals. As for what happens when Corona restrictions fall, one could see it in the land of pubs. Beer became scarce when pubs reopened.

As the world market leader, Anheuser-Busch InBev had to report a 3.7% drop in sales in February, but the overall result was better than expected. Since then, the share price has been climbing. Good figures for the first quarter and sales in the UK have attracted further buyers. It now benefits the Company that it has bet on Beyond Beer. In recent years, consumer behavior has changed with increased consumption of craft beer, cider, alcopops, and non-alcoholic beer.

The Beyond Beer division expects mid-double-digit growth in the coming years. In addition, the CEO was changed at the beginning of May; Carlos Brito had to take his hat off after his aggressive acquisitions, which led to a high level of debt. The strategy is now more towards premium brands and Beyond Beer to grow outside of the beer business. The outlook for further growth is very good with the prospect of the restaurant industry reopening.

HelloFresh - What is next?

HelloFresh is one of the beneficiaries of the Corona Crisis. The Company was able to increase its sales by over 100%. The share price has climbed from EUR 16 to over EUR 77 since March 2020. The first quarterly figures of this year also surprised positively. The trend continued and sales more than doubled again compared to the same period last year. The number of active users of the service grew by 74.2% compared to the same period the previous year.

Following the figures, management adjusted revenue growth expectations for the current fiscal year from 20-25% to 35-45%. Currently, Corona is not yet defeated, and in this market environment, HelloFresh's business model is working exceptionally well. However, despite these good growth prospects, the stock did not manage to form a new high.

Two factors seem to be worrying shareholders. First, will the interest of HelloFresh cooking box users remain when the pandemic is over? Second, the question remains open whether Amazon Fresh will enter HelloFresh's market. In this case, there would be a price war that HelloFresh cannot win. Currently, we should wait and see how a reopening will affect HelloFresh's figures.


Author

Armin Schulz

Born in Mönchengladbach, he studied business administration in the Netherlands. In the course of his studies he came into contact with the stock exchange for the first time. He has more than 25 years of experience in stock market business.

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:

22. December 2020 | 08:52 CET | by André Will-Laudien

GS Holdings Ltd., Beyond Meat, Altria, HelloFresh - Eat, Drink and Smoke at Home!

  • Food

The world goes directly into Lockdown - it does not pass go or collect EUR 8,000. Loosely based on the parlour game, Monopoly, we are living quietly in a family-like community towards the turn of the year, while the stock market is experiencing new highs as well as violent turbulence. Neither the bullish moves nor the corrections are continuous. They are very selective and momentum-driven. Some standard stocks hang at 3-year lows other so-called pandemic winners go through the roof as if they could increase their profits tenfold in this environment. That's the way it is at the end of 2020, and January will probably follow this scenario seamlessly. Nothing is certain as the infection rate is developing alarmingly.

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24. January 2020 | 14:11 CET | by Mario Hose

Beyond Meat, Burcon NutraScience, Nestle - scalable growth with plant proteins

  • Food

Humanity is always striving for improvement. This has not only been the case since the climate debate, but innovations in all areas of everyday life are constantly changing our lives. The changes will never again be as slow as they are at this moment. Research and development solve problems or create new needs. In the ideal case even both. Nutritious and tasty food with an improved CO2 footprint is on the agenda of food producers like Beyond Meat and Nestle. But developing innovation costs not only money, but also time. The latter usually leads to partnerships or even takeovers.

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