Category Archives: Foods with Integrity

 Our Clean Living theme hitting Frappuccino sales at Starbucks

 Our Clean Living theme hitting Frappuccino sales at Starbucks

The war on sugar has hit companies like Hershey Foods (HSY), forcing it to pivot its snacking M&A strategy to better meet shifting consumer preferences for healthy, natural and organic snacks. We’ve seen a prononced shift for waters and seltzers that is driving companies like National Beverage Corp. (FIZZ), home of LaCroix, and Cott Corp. […]

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First plastic water bottles, now plastic straws

First plastic water bottles, now plastic straws

Fond memories of sipping an ice cold soda after a game or feeling like you’re about to suck your brains out of a straw trying to get that first taste of a milkshake could very well become a thing of the past as single-use, plastic straws come under attack as part of Clean Living. More […]

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Campbell CEO Morrison retires, kicking off a strategic business review

Campbell CEO Morrison retires, kicking off a strategic business review

What we are seeing in the Campbell’s earnings report and decision to undertake a strategic review is yet another company that is grappling with the changes to their business model as consumer preference shifts toward healthier eating and snacking. Some businesses are able to use acquisitions to pivot their businesses more quickly and respond to […]

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With soda getting left in the cold, PepsiCo trots out Bubly sparkling water

With soda getting left in the cold, PepsiCo trots out Bubly sparkling water

  Over the last decade, sugary soft drink volumes have been under pressure, but until recently soda companies have seen their case volumes bolstered by diet beverage that incorporate alternative sweeteners to deliver zero calories. With consumers becoming more health conscious as well as preferring healthier and good for you ingredients as part of our […]

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Campbell Soup acquires Pacific Foods in an attempt to ride Foods with Integrity theme

Campbell Soup acquires Pacific Foods in an attempt to ride Foods with Integrity theme

  The biggest transaction of 2017 by all accounts was Amazon coming in and sweeping up Whole Foods, and in one move forever transforming the natural / organic market space. But that was just but one move. Amidst a flurry of activity in the space in 2017, yet another acquisition of a company that falls […]

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Restaurant traffic continued to fall in October

Restaurant traffic continued to fall in October

Recent earnings reports from Red Robin Gourmet Burgers (RRGB) and DineEquity (DIN), parent of IHOP and Applebee’s, showed continued same-store sales declines, which in our view reflects our Cash-Strapped Consumer investing theme. As these rear-view mirror results continue to come in, we’re focusing on more recent data that point to some improvement, but while some may […]

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CDC findings show 40% percent of cancers linked to Fattening of the Population

CDC findings show 40% percent of cancers linked to Fattening of the Population

We have shared many a data point on the hidden costs associated with our Fattening of the Population investing theme. Recently the Center for Disease Control and Prevention reminded that us the vast majority of people do not realize the degree to which obesity and being overweight leads to cancer and other healthcare issues. We […]

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