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May 14th, 2021 | 08:28 CEST

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

  • Food
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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 | Author: Armin Schulz
ISIN: CA88340B1094 , BE0974293251 , DE000A161408

Table of contents:

    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.

    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.

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    Der Autor

    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

    Related comments:

    Commented by Juliane Zielonka on April 26th, 2024 | 07:00 CEST

    HelloFresh, First Hydrogen, Amazon: Growth in the Courier, Express, and Parcel industry

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    The courier, express, and parcel industry (CEP) is a true growth engine. CEP companies currently employ almost 260,000 people, more than 50% more than ten years ago. Consumers worldwide are increasingly opting for direct deliveries to their homes, whether for food or retail orders. The food company HelloFresh is benefiting from this. The figures from the first quarter of 2024 impress analysts and investors alike. Increasing delivery traffic in cities needs new solutions. This is where First Hydrogen comes into play. The Company focuses on hydrogen-powered commercial vehicles for urban deliveries. The advantage of First Hydrogen's vans is their unbeatable range of over 600 km with just a single refueling. Amazon is also scaling up its food delivery services. In the US, they are enticing Prime subscribers to take advantage of delivery benefits for groceries. This is not at all popular in Europe and violates many consumer laws. We provide the details.


    Commented by Fabian Lorenz on April 3rd, 2024 | 07:35 CEST

    HelloFresh about to be taken over? Bayer for the anti-cyclical investor! Altech Advanced Materials convinces: Opportunities with turnaround stocks!

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    Commented by Fabian Lorenz on March 20th, 2024 | 07:45 CET

    Buying opportunity for HelloFresh and Plug Power? When will the dynaCERT share breakthrough happen?

    • Hydrogen
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    HelloFresh shares have already lost over 50% of their value in 2024. It should be time for a countermovement, but there is currently no sign of it. One analyst believes the share price could rise by almost 100%. However, he is pretty much alone in this prediction. There are also few optimists at Plug Power at the moment. And from tomorrow, the path to profitability will be a little further away for the hydrogen specialist. In contrast, dynaCERT has been showing relative strength for months. The order intake is decent, and an event should trigger the breakthrough for the share.