Published Research and Articles on the Clean Living Theme

Examining revenue growth at chicken-producing companies such as Tyson Foods and Sanderson Farms shows a surge in chicken consumption over the last several years. Some of this has to do with the consumer shift to healthier eating and alternative low-carb lifestyles that focus on protein consumption as well as rising demand associated with our New […]

Some of the issues that electric vehicle owners and potential ones have had to wrap their heads around have included contending with the maximum distance their electric vehicle can travel on a full charge, the amount of time to fully charge the vehicle and where to charge it. Even as Tesla is ramping its fast […]

This past week, the Coca-Cola Company announced six new products to its beverage lineup, a lineup that has seen quite the evolution over the past decade as the company has shifted its strategy towards including more “healthy” and “natural” options to its brand portfolio. The proof of that transformation can be seen simply in the […]

Last week’s economic data confirms the global economy continues to slow, and for now, the US remains the best economy on the block. Through the first two months of 2019, the domestic stock market has been on fire even as earnings expectations and dividends continue to be cut. As earnings season fades, time to watch insider selling activity to gauge what lies ahead. Following last week’s earnings report and subsequent drop, we’re doubling down on a Digital Infrastructure Thematic Leader.

In this week’s issue, we dig into the latest shareholder letter from Warren Buffett, examine the growing number of dividend cuts and other factors make the year to date melt up in the stock market something of a head-scratcher. That best performance in 20+ years hinges on a successful trade deal with China, but there are other factors that we need to examine so we don’t fall prey to a “buy the rumor, sell the news” scenario. We recap the sharp move in Universal Display shares following its latest earnings report and touch on favorable news emanating from Mobile World Congress 2019 for Nokia.

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One of the key differences between a trend and a theme is seen when a company extends or pivots its business model in a response to changing behavior be it on the part of consumers or other businesses that it serves. In recent years we’ve seen consumers migrate away from dairy milk toward nut milks […]

  One of strongest Thematic Signals we have been tracking as a proof point of the tailwinds behind our Clean Living investment theme has been the spree of acquisitions in the space.  Whether it’s the mainstream food production companies or consumer packaged goods companies, the list of take-outs of companies that have been serving the consumer […]

Cocktail Investing Podcast: Short Selling Anyone

While some issues that plagued the market towards the end of 2018 have rolled back, one, in particular, hasn’t and it’s one investors use to not only value stocks but determine which ones they are willing to pay up for. Plus Thematic Signals from Apple, Netflix, Amazon, Facebook, PepsiCo, Hershey and Proctor & Gamble.

One of the central aspects of our investment themes is the ensuing change in consumer behavior that can lead to a company changing its strategy or how it operates in order to attract that cohort of consumers. While it may not appear to be a big deal, Samsung changing the packaging on its products from […]

We are seeing yet another shift in consumer products at the intersection of our Clean Living and Disruptive Innovators investing themes wherein the world’s biggest consumer brands are looking to provide their products to consumers in refillable containers so as to reduce waste. This creates a tailwind behind those providing the containers and the refilling […]

One would think that with the explosion of the craft beer market would have driven overall beer consumption higher. Nope, that’s not what the data is showing us as wine consumption continued to its impressive string of more than 20 years of consecutive growth while beer consumption fell. What we are seeing is a change […]

As Americans drink less booze adult beverage companies are being forced to get creative with their product offerings.

Earlier this week, we discussed how Pizza Hut will be digging deeper into our Guilty Pleasure tailwind by expanding its offering to include the delivery of beer. Today, we have Domino’s Pizza sharing that it looks to deliver significant growth as it expands its footprint. The details are below, but with expansion in India and […]

While Baby Boomers are shifting their spending habits across many categories, one “old habit” isn’t going anywhere and that’s their leadership role in the clean eating movement.

With Volvo, Daimler, Tesla and others testing electric trucks, before too long the move to electric vehicles is set to move beyond the car market driving demand for a number of newer technologies and solutions.

McDonald’s joins the growing number of restaurant companies that are banning antibiotic usage in beef, which is in keeping with our Clean Living investing theme.

With its acquisition of Primal Kitchen, Kraft Heinz is joining other companies, such as Hershey and Kellogg, using M&A to transform their offerings to ride tailwinds associated with our Clean Living investment theme.

This shift in preference for healthy, natural products and the eschewing of artificial chemicals, sweeteners, sugar and other synthetics in all aspects of our lives is one of the basic building blocks for Tematica Research’s Clean Living investing theme. The Clean Living movement isn’t restricted to what foods we put in our bodies, but our pets now too . . .

Looking to jumpstart its business and brand, Harley-Davidson is joining the ranks of electric vehicles and attempting to tap into our Clean Living investing tailwind.

The power of disruptive technology leads to down dog taking down those trusty Levi 501s.

While the retirement from the workforce by Baby Boomers will have a profound impact on leisure activities and travel, what about those that simply can’t afford to support themselves for 20 to 30 years with only passive income?

Mondelez often floats to the top of the conversation whenever we dig into our Guilty Pleasures investment theme — Cadbury Creme Eggs, Oreos,  Nutter Butters, Toblerone . . . these pieces of heaven here on earth are all part of the Mondelez empire and are perfect representatives of those products and services consumers will buy no matter what the economic environment. But at the same time, the snacking giant focuses its business around a core concept of “empowering people to snack right by offering the right snack, at the right time, in the right way” and that is why this new initiative announced by Mondelez caught our attention because it taps into three more of our investment themes

Mastercard is looking to set the agenda for moving plastic credit and debit cards to another, more environmentally friendly material.

As costs increase, Guilty Pleasure company Hershey Co. is boosting its candy prices to maintain margins good for shareholders but not so good for Middle-class Squeeze consumers.

We are seeing more restaurant companies tout Clean Living ingredients in their marketing materials, but do they all have Clean products?

Consumers are embracing aspects of our Clean Living investing theme, which is putting pressure not only on sugar demand but forcing companies to alert their formulations while preserving taste and making M&A moves to better position their product portfolio.

More and more manufacturers are turning to juices from fruits and vegetables as “alternatives” to artificial flavors, colors and sweeteners, which demonstrates the power of the movement we call Clean Living and why it is emerging as such a powerful investment theme.

In Puerto Rico, we are seeing the phenomenon of Disruptive Innovation play out in the area of renewable energy as residents struggle to get back on their feet following Hurricane Maria. What was once a savings or clean energy advantage, solar power is almost becoming a necessity for safety and security.

Cannabis is catching a lot of attention this week following the news that even Coca-Cola is considering cannabis-infused drinks. While Coca-Cola isn’t the first company to consider tapping into the increasingly legal market, much like the tobacco company Altria (MO), home of Marlboro cigarettes, it is facing a waning market for its core sugary and […]

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 […]

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.

First Cold Brew and now kombucha is being added to the beverage fold at Starbucks as it, much like Coca-Cola and PepsiCo, are contending with the increasing consumer preference for healthier beverages, snacks, and food. In other words, less sugar as evidenced by the consumer wane for high calorie, high margin Frappucinos, and sugar soda as […]

As part of our Clean Living investment theme, we’ve seen case volumes of not only sugary beverages but also those laced with artificial sweeteners come under pressure as consumers shift to healthier alternatives, including a variety of waters both still and sparkling. Existing soda giants, such as Coca-Cola have been expanding their beverage offering in […]

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