A board to discuss the Food and Beverages sector -
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) ____________________________________________________________________
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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