A board to discuss the Food and Beverages sector -
Food Business News - https://www.foodbusinessnews.net/
Food + Drink Technology - https://www.foodanddrinktechnology.com/news/ Food + Beverage -
Coca Cola (KO) - Beverages (270 Bil) (Berkshire) ------------------------------------------------- 2.8%
Diageo (DEO) - Alcoholic beverages (105 Bil) (UK) (Berkshire) -------------------------------- 2.0%
Flowers Foods (FLO) - Packaged bakery products (6 Bil) ---------------------------------------- 3.3%
Hershey (HSY) - Food products, chocolate (48 Bil) ------------------------------------------------- 1.8%
Mondelez Intl (MDLZ) - Food products (formerly part of Kraft) (88 Bil) (Berkshire) -------- 2.2%
Nestle (NSRGY) - Food products (Switzerland) (355 Bil) ------------------------------------------ 2.4%
Pepsico (PEP) - Food and beverage (232 Bil) -------------------------------------------------------- 2.6%
Restaurants -
McDonalds (MCD) - Fast food restaurants (175 Bil) ------------------------------------------------ 2.3%
Yum Brands (YUM) - Quick service restaurants (36 Bil) ------------------------------------------- 1.9% ___________________________________________________________________________ CONSUMER - BEVERAGES - NON-ALCOHOL - Coca Cola (KO) - Beverages (177 Bil) -------------------------------------------------------------- 3.2% Fomex (FMX) - Beverages (Mexico) (32 Bil) ------------------------------------------------------ 3.4%
Monster Beverage (MNST) - Non-alcoholic beverages (24 Bil) ------------------------------ 0% National Beverage (FIZZ) - Beverages (1 Bil) ----------------------------------------------------- 0% PepsiCo (PEP) - Beverages, snack foods (142 Bil) --------------------------------------------- 2.8% CONSUMER - BEVERAGES - ALCOHOL - Anheuser Busch (BUD) - Beer (198 Bil) (Belgium) -------------------------------------------- 2.1%
Boston Beer (SAM) - Alcoholic beverages (3 Bil) ----------------------------------------------- 0% Brown Forman (BF.B) - Distiller, Jack Daniels, many others (20 Bil) ---------------------- 1.3% Compania Cervecerias Unidas (CCU) - Beverages, alcohol + non-alc (4 Bil)(Chile)- 3.1% Constellation Brands (STZ) - Wine, beer, spirits (22 Bil) ------------------------------------- 0% Diageo (DEO) - Alcoholic beverages , UK (72 Bil) ----------------------------------------------- 2.3% CONSUMER - FOOD - BRF (BRFS) - Meat product, Brazil (18 Bil) --------------------------------------------------------- 0.2% ConAgra Foods (CAG) - Packaged foods (15 Bil) ----------------------------------------------- 2.9% Flowers Foods (FLO) - Packaged bakery products (4.2 Bil) ---------------------------------- 4.2% General Mills (GIS) - Packaged foods (32 Bil) ---------------------------------------------------- 3.2% Hormel (HRL) - Meat and food products (12 Bil) -------------------------------------------------- 1.7% J+J Snack Foods (JJSF) - Snack foods (1.8 Bil) ------------------------------------------------- 1.4% Kellogg (K) - Cereal, convenience foods (23 Bil) ------------------------------------------------- 3.1% Kraft Heinz (KHC) - Packaged food, beverages (Bil) -------------------------------------------- 3.8% Mondelez Intl (MDLZ) - Food products (formerly part of Kraft) (60 Bil) --------------------- 1.7% Nestle (NSRGY) - Food products, (Switzerland) (242 Bil) -------------------------------------- 3.2% Smucker (SJM) - Food products (11 Bil) ------------------------------------------------------------ 2.3% Snyders-Lance - (LNCE) - Snack foods (2 Bil) ---------------------------------------------------- 2.1% Treehouse (THS) - Packaged foods (3.4 Bil) ------------------------------------------------------- 0% CONSUMER - FOOD - MISC - B&G Foods (BGS) - Packaged food and household products (1.6 Bil) --------------------- 3.9% Beyond Meat (BYND) - Plant-based meat products (4.5 Bil) Calavo Growers (CVGW) - Markets and distributes avacados (604 mil) ------------------- 1.9% Cal-Maine Foods (CALM) - Eggs (1.9 Bil) ---------------------------------------------------------- 2.3% Hain Celestial (HAIN) - Natural and organic foods (4.3 Bil) ------------------------------------ 0% Ingredion (INGR) - Food ingredients (6 Bil) -------------------------------------------------------- 2.1% Lancaster Colony (LANC) - Specialty foods, glassware, candles (2.5 Bil) ---------------- 1.9% Marine Harvest (MHG) - Farmed salmon products, Norway (7.8 Bil) ----------------------- 7.5% Organics ETF (ORG) - Organic food Unilever (UL) - Food, beverages, pers care + cleaning products, UK / Dutch (123 Bil) - 3.1% United Natural Foods (UNFI) - Natural and organic foods (4 Bil) ---------------------------- 0% CONSUMER - FOOD - RETAIL + RESTAURANTS - Kroger (KR) - Grocery stores (37 Bil) ---------------------------------------------------------------- 1.0% McDonalds (MCD) - Fast food restaurants (93 Bil) ---------------------------------------------- 3.5% Yum Brands (YUM) - Fast food restaurants (31 Bil) --------------------------------------------- 2.1% CONSUMER - FOOD - DISTRIBUTION - ************************************************************ Core-Mark Holding (CORE) - Distributor to the convenience retail industry (1.4 Bil) -- 1.3% Sysco (SYY) - Distribution to foodservice, restaurants, hospitals, etc (28 Bil) ----------- 2.4% CONSUMER - FLAVOR + FRAGRANCES - Givauden (GVDNY) - Flavors and fragrances, Switzerland (15 Bil) --------------------------3.3% Intl Flavors + Fragrances (IFF) - Flavor and fragrance products (8 Bil) ------------------- 1.9% McCormick (MKC) - Spices, herbs, flavorings (9 Bil) -------------------------------------------- 2.2% Sensient (SXT) - Flavors and fragrances (2.5 Bil) ------------------------------------------------ 1.8% Symrise (SYIEY) - Flavors, colors, fragrances, Germany (6.5 Bil) --------------------------- 1.9% _________________________________________________________________________
OTHER -
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AquaBounty Technologies (AQB) - Aquaculture technol, GMO salmon (134 mil) -
D
Reeds (REED) - Natural beverages (87 mil)
Pure Circle (PCRTF) - Natural sweeteners, stevia, Malaysia (1.6 Bil)
Seneca Foods (SENEA) - Fruits and vegetables (352 mil)
S+W Seed Co (SANW) - Alfalfa seeds, wheat, small grains, stevia leaves (80 mil)
Sprouts Farmers Markets (SFM) - Natural and organic grocery
Stevia First (STVF) - Stevia sweetener (30 mil)
Youngevity Intl (YGYI) - Dietary supplements, nutrition products (114 mil)
___________________________________________________________________ ACQUIRED -
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Diamond Foods (DMND) - Nuts, snack foods (Snyder's-Lance)
Dr Pepper Snapple (DPS) - Beverages (Keurig, JAB Holding of Germany)
Frutarom (FRUTF) - Flavors and fine ingredients, Israel (2018 Intl Flavors & Fragrances)
Mead Johnson Nutrition (MJN) - Pediatric nutritional products (Reckitt Benckiser)
Panera Bread (PNRA) - Retail bakery cafes (5 Bil) (JAB of Luxembourg)
Senomyx (SNMX) - Taste modulators, flavor enhancers (Firmenich of Switzerland)
Whole Foods Market (WFM) - Natural and organic foods supermarkets (Amazon) ____________________________________________________________________
First Trust Nasdaq Food & Beverage ETF (FTXG) (0.6%) --- 1.6% | Name | Symbol | % Assets |
| JM Smucker Co | SJM | 8.03% |
| Tyson Foods Inc Class A | TSN | 7.67% |
| Archer-Daniels Midland Co | ADM | 7.53% |
| General Mills Inc | GIS | 7.48% |
| Bunge Ltd | BG | 7.44% |
| GrowGeneration Corp | GRWG | 4.47% |
| The Hershey Co | HSY | 4.16% |
| PepsiCo Inc | PEP | 4.14% |
| Darling Ingredients Inc | DAR | 4.07% |
| Mondelez International Inc Class A | MDLZ | 4.06% |
____________________________________________________________________
US Vegan Climate ETF (VEGN) (0.6%) ---- 0.5% ____________________________________________________________________
VegTech Plant-based Innovation & Climate ETF (EATV) (0.75%) ____________________________________________________________________
| Name | Symbol | % Assets |
| Corteva Inc | CTVA | 5.64% |
| Givaudan SA | GIVN | 5.02% |
| Nutrien Ltd | NTR.TO | 4.91% |
| Mowi ASA | MOWI | 4.90% |
| International Flavors & Fragrances Inc | IFF | 3.33% |
| Symrise AG | SY1.DE | 3.22% |
| Kerry Group PLC Class A | KYGA | 3.16% |
| FMC Corp | FMC | 3.11% |
| Zoetis Inc Class A | ZTS | 2.82% |
| Deere & Co | DE | 2.71% |
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