1Yr·

Plant based foods - Is the hype already over?


Every year, the world's population grows by about 66 million people, resulting in increasing resource depletion.


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


However, for some time now, not only energy but also foodstuffs have become significantly more expensive for end consumers. Artificial meat substitutes were already twice as expensive as meat products on average before the inflation, so that the inflation lowers the demand for such expensive products even more.


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


What is your opinion and which company has the greatest potential for you?


$JBSS (+2.54%)

$K (+0.47%)

$TYUM

$BYND (-2.7%)

$OTLY (+2.99%)

$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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