3Anno·

Plant-Based Foods—Is the Hype Already Over?


The world’s population grows by approximately 66 million people each year, leading to increasing resource depletion.


Foods that can be produced artificially are becoming particularly interesting. Vegan meat and dairy alternatives are therefore enjoying growing popularity. 


However, for some time now, food for consumers—along with energy—has become significantly more expensive. Even before inflation, artificial meat substitutes were, on average, twice as expensive as meat products, so inflation is further reducing demand for such costly products. 


Even though the stock prices and business performance of some plant-based manufacturers are currently somewhat lackluster, they have steadily growing potential due to the rising global population.


What’s your take on this, and which company do you think has the greatest potential?


$JBSS (-1,24%)

$K

$TYUM (+25%)

$BYND (-0,31%)

$OTLY

$MEAT

$TTCF

$YUM

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2 Commenti

immagine del profilo
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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immagine del profilo
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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