Food producers

Use the podcast player below to listen to our discussion on McCormick & Co and its Q3’22 result, which accompanies the detailed write-up below: (Date of report: 13 October 2022) As macrotrends go, the need to eat is a strong one. We will always need to eat and grocery stores aren’t going anywhere, even if we might be buying online instead of in-store. But further up the value chain, things are a lot more volatile. The products on the aisle chop and change and food producers appear to carry both a growth premium as well as a defensive premium. With the [...]