Published Research and Articles on the Clean Living Theme

PepsiCo’s (PEP) recent acquisition of SodaStream (SODA) is but one of a long string of acquisitions in the “Natural” space as of late. J.M Smuckers, General Mills, Mondelez . . . they’ve all stocked their “pantries” with strategic acquisitions, not to mention recrafting of mainstay brands with updated versions that are Non-GMO, free of artificial flavors […]

Following several bullish data points from last week, including ones found in the August Retail Sales report, we are adding to our position in Del Frisco’s Restaurant Group (DFRG). The August Retail Sales report was also positive for our Amazon, UPS, Costco Wholesale and McCormick & Co. shares.

With sugar under attack as well as the overall shift toward healthier for you foods, snacks, and beverages that are part of our Clean Living investing theme, it comes as little surprise to us that candy company Hershey continues to scoop up companies outside of its bread and butter candy business. The thing is Hershey is […]

I’ve been keeping a close watch on the shares of Chipotle Mexican Grill (CMG. The company was previously part of what we now refer to as our Clean Living investment theme given its use of fresh, high-quality raw ingredients including meats that are raised without the use of non-therapeutic antibiotics or added hormones and none of the ingredients in the food (excluding beverages) in U.S. restaurants contain genetically modified organisms (GMOs). 

When companies ranging from PepsiCo and Coca-Cola add aggressively to their product portfolio it likely means we are at or near an inflection point in terms of consumer preference. That is what we are seeing with flavored seltzers given PepsiCo’s 2018 introduction of its bubly Sparkling Water, its more recent acquisition of SodaStream and Coca-Cola testing its Dasani […]

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We have another confirming data point that India is poised to become one of the key economies when it comes to driving global growth. The underlying reason ties with the other data points that point to this – India’s expanding middle-class, which will spur demand for a variety of goods and service. And yes, India and […]

From reducing salt and fats from its snack business to the introduction of Bulby, its own line of flavored seltzer waters, PepsiCo continues to transform its business in line with shifting consumer preferences that are reflected in our Clean Living investing theme. With the acquisition of SodaStream, Pepsico takes several steps forward as it not only […]

According to data published by the NPD Group: Three out of five Americans say they want more protein in their diets; Fourteen percent of U.S. consumers, or more than 43 million people, regularly use plant-based products and 86 percent of them aren’t vegans or vegetarian. These figures are in sync with the growing influence of our Clean Living investing […]

  They say too much information is a dangerous thing, but in the case of consumers, access to information is helping reshape how they are living their lives: According to a recent survey from Label Insight, 39% of U.S. consumers say they would switch from the brands they currently buy to others that provide clearer, […]

When we look at the world of organic, natural, non-GMO foods, brands such as Capri Sun, Oscar Mayer and Jell-O are not what come to mind. Kraft Heinz’s CEO Bernardo Hees explains in a recent Wall Street Journal interview that he and his team are attempting to change that view with such products at the food giant.

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