Plant protein Impossible Foods inks a deal with Burger King?!?!?!

Earlier this week we posted a Signal that highlighted the change underway at the deli counter in the grocery store as part of our Clean Living investing theme. We are seeing another company respond to the changing landscape that is the shift to better for you, healthier foods as Burger King, which is owned by Restaurant Brands International, is testing a plant-based protein meat alternative with Impossible Foods.

Burger King isn’t the first fast food restaurant to adapt part of its menu to this tailwind, and odds are it won’t be the last, but it is the first (at least that we know of) that is bringing this degree of fast food scale to Impossible Foods. While there may not be a match between Impossible and Restaurant Brands’ Popeyes and Tim Hortons, we’ll be looking to see if Impossible and Burger King look to move beyond just the Impossible Whopper to other products. We’ll also be looking to see how McDonald’s, Wendy’s and others respond. Will they look to further the influence of our Clean Living investing theme on their menus, or will they instead embrace the sinful pleasure of burgers, fries and shakes that fall into our Guilty Pleasures investing theme?

The Impossible Whopper is supposed to taste just like Burger King’s regular Whopper. Unlike veggie burgers, Impossible burger patties are designed to mimic the look and texture of meat when cooked. The plant protein startup recently revealed a new recipe, designed to look and taste even more like meat. That version is being used in Burger King’s Impossible Whoppers.

Other fast food and fast casual items are also appealing to eaters with dietary restrictions or preferences. Taco Bell said in January that it’s testing out a vegetarian menu board in stores, and Chipotle (CMG) recently expanded its line of diet-based bowls to include vegan and vegetarian options. “Lifestyle bowls” launched earlier this year with Whole30 and double protein meals in addition to the keto and paleo bowls.

Impossible products are served at nearly 6,000 US restaurants right now, but the Burger King partnership is a “milestone” for the company, said Impossible Foods COO and CFO David Lee.

Source: Burger King is testing out the Impossible burger – CNN

Panera highlights its focus on Cleaner food and drinks

Panera highlights its focus on Cleaner food and drinks

We are seeing more restaurant companies highlight their ingredient choices in the food and drinks they serve in their marketing campaigns. These companies are looking to build consumer awareness as they look to the growing portion of the population that are opting for foods, drinks, and snacks that are better for you. In other words, look to ride the tailwind associated with our Clean Living investing theme.
Recent companies looking to embrace this tailwind and distinguish themselves from their competition include Chipotle and to some extent McDonald’s, but Panera, as well as Yum Brands’ Pizza Hut and Taco Bell, were some of the early adopters. Panera, in particular, has made several strides in recent years to inform consumers about the ingredients in their offerings and in 2016 phased out artificial ingredients from its menu.
We suspect we will be seeing far more companies embrace this investing theme with their marketing materials in the days and weeks to come. Of course, it’s one thing to market that you have better for you ingredients, but a cheeseburger no matter how you make it is still going to be part of our Guilty Pleasure investing theme. Sorry, McDonald’s.


Panera is betting that customers want to know more about what’s in their food.

The restaurant chain announced on Tuesday that it has started identifying the amount of whole grain per serving, as well as the overall percentage of whole grain, on all of their whole-grain bread.

The strategy anticipates that health-conscious consumers will shop more at Panera if they have a better idea of what they’re eating and an easier way to incorporate healthy foods into their diets.

In 2016, the company finished phasing out artificial ingredients from its menu. Last year, Panera began disclosing the amount of added sugar and calories in its fountain drinks, and it introduced a new line of drinks with lower sugar and no artificial sweeteners, flavors, colors or preservatives. Panera observed that customers were choosing healthier drinks.


Source: Panera wants you to know exactly what’s in its bread – CNN