3Yr·

Plant-based foods - Is the hype already over?


The world's population is growing by around 66 million people every year, resulting in a growing depletion of resources.


Foods that can also be produced artificially are becoming interesting. Vegan meat and dairy substitutes are therefore becoming increasingly popular.


However, in addition to energy, food has also become significantly more expensive for end consumers for some time now. Artificial meat substitutes were already twice as expensive as meat products on average before the rise in prices, so inflation has further reduced demand for such expensive products.


Even if the share prices and company developments of some plant-based manufacturers are currently rather gloomy, they have steadily growing potential due to the rising world population.


What is your opinion on this and which company do you think has the greatest potential?


$JBSS (+2.3%)

$K

$TYUM (+0%)

$BYND (-7.58%)

$OTLY

$MEAT

$TTCF

$YUM

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2 Comments

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From the consumer's point of view, I find some products quite good, even if partly too expensive for the end customer due to low production volumes. (In return, meat in Germany is also too cheap...) As an investor, I would not make any bets in this segment and tend to focus on the 3 consumer giants: Nestle, Unilever and P&G. Sooner or later, these 3 giants will also divide this market among themselves.
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The density of competition in this specific industry is extraordinarily intense and difficult to predict, but I also see it as a promising prospect for the future. I prefer to invest in values such as $PG $NESN or $PEP
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