Investment Themes
According to financial analysts from JP Morgan, the global market for plant substitutes to animal meat could reach more than 100 billions dollars in 15 years. Analysts at Barclays go even further, forecasting a total value of 140 billion dollars in 10 years. This plant-based burgers and sausages trend has not gone unnoticed by investors, as evidenced by the stellar IPO of U.S. startup Beyond Meat, whose share price rose by almost 218% in three weeks. Not wanting to miss the train, a new group of companies has started making meatless meat in recent months: meat producers. We can mention Tyson, Smithfield and Hormel, but also Maple Leaf, Canada's leading meat company, which invested $310 million in April 2019 to build the largest meat substitute factory in the United States. But vegan meat alternatives are just the tip of the iceberg of the vegan market. Producers of vegan read-made meals, producers of fruits and vegetables, producers of soy, cereals and plant-based oils, flavour creators and distributors of vegan products are all part of this growing market, which our list reflects.
Our selection
Consumer Non-Cyclical | Other Food Retail & Distribution | 16.07B | +29.21% | ||
Consumer Non-Cyclical | Food Ingredients | 1.43B | +17.89% | ||
Consumer Non-Cyclical | Other Food Processing | 8.76B | -0.95% | ||
Consumer Cyclical | Internet & Mail Order Department Stores | 2.64B | -22.53% | ||
Consumer Non-Cyclical | Ready-Made Meals | 5.93B | -23.42% | ||
Consumer Non-Cyclical | Starch, Vegetable Fat & Oil Manufacturing | 6.83B | -20.85% | ||
Consumer Non-Cyclical | Cosmetics & Perfumes | 234B | +9.04% | ||
Consumer Non-Cyclical | Other Food Processing | 14.97B | -3.74% | ||
Consumer Non-Cyclical | Other Food Processing | 26.19B | +7.92% | ||
Consumer Non-Cyclical | Other Food Processing | 51.63B | +4.61% | ||
Consumer Non-Cyclical | Animal Slaughtering & Processing | 19.86B | -2.94% | ||
Consumer Non-Cyclical | Other Food Processing | 27.64B | -1.62% | ||
Consumer Non-Cyclical | Animal Slaughtering & Processing | 16.78B | -2.74% | ||
Basic Materials | Other Specialty Chemicals | 44.66B | -2.77% | ||
Consumer Non-Cyclical | Cosmetics & Perfumes | 2.72B | -15.36% | ||
Consumer Non-Cyclical | Other Food Processing | 30.87B | -15.08% | ||
Consumer Non-Cyclical | Other Food Processing | 253B | +4.73% | ||
Consumer Non-Cyclical | Other Food Processing | 9.74B | -26.45% | ||
Consumer Non-Cyclical | Animal Slaughtering & Processing | 2.61B | +41.35% | ||
Consumer Non-Cyclical | Other Food Retail & Distribution | 1.39B | -15.67% | ||
Consumer Non-Cyclical | Fruit & Vegetable Processing | 318M | +27.34% | ||
Consumer Non-Cyclical | Other Food Retail & Distribution | 1.6B | -25.88% | ||
Consumer Non-Cyclical | Food Ingredients | 144M | -74.15% | ||
Consumer Non-Cyclical | Fruit & Vegetable Processing | 476M | +4.75% | ||
Consumer Non-Cyclical | Vegan & Vegetarian Food Manufacturing | 268M | -6.65% | ||
Consumer Non-Cyclical | Food Ingredients | 19.18B | -11.30% | ||
Consumer Non-Cyclical | Other Fishing & Farming | 1.57B | -1.23% | ||
Consumer Non-Cyclical | Agriculture Support Services | 281M | -36.51% | ||
Consumer Non-Cyclical | Supermarkets & Convenience Stores | 218M | -57.68% | ||
News of the components
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