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Experts reveal all the stocks to buy as ‘Make America Healthy Again’ begins under Trump

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Kennedy has proposed limiting access to soft drinks and processed foods through school lunches due to alleged 'chemical poisons' in them

Analysts have revealed which stocks could benefit from Robert F. Kennedy Jr.’s planned ‘Make America Healthy Again’ strategy.

Kennedy, who was appointed to head the Department of Health and Human Services under President Trump, has proposed limiting access to soft drinks and processed foods in school lunches because of alleged “chemical poisons” they contain.

He insists this is driven by corporate interests that put profits ahead of American health when it comes to vaccines, medicines and food and drink.

These factors, Kennedy claims, contribute to the fact that the United States spends more on health care than any other country, yet remains among the sickest countries with a lower life expectancy than countries like Britain, Canada and Australia.

The Food and Drug Administration has since announced it will ban cancer-related food coloring red number three, and experts say they think consumers will only become more focused on healthy foods under the Trump administration.

“Whether justified or not, we believe consumers’ renewed focus on the role of processed foods means the public health crisis is just beginning,” said Robert Moskow, an analyst at TD Cowen. told CNBC.

“It’s hard to understand how the big food companies, which have put so much effort into convenience, indulgence and cost, come out looking good under the increased scrutiny.”

He therefore suggests that Americans buy shares in BellRing, the maker of Premier Protein shakes, which is already experiencing double-digit sales growth.

Kennedy has proposed limiting access to soft drinks and processed foods through school lunches due to alleged “chemical poisons” in them

Kennedy was appointed to head the Department of Health and Human Services under President Trump

Kennedy was appointed to head the Department of Health and Human Services under President Trump

In November, the company also forecast fiscal 2025 revenue growth of 12 to 16 percent, a range of $2.24 billion to $2.32 billion.

The protein shake company could also benefit from the increasing use of obesity treatments such as Wegovy and Ozempic.

Consumers are also increasingly focused on the heavy metal levels in some foods, as well as platicizers and microplastics that can be transferred from packaging into food, noted Bernstein analyst Alexia Howard.

She said her top picks would be Simply Good Foods, leading organic and natural food manufacturer Hain Celestial and ingredients giant McCormick – which ended the year 11 percent higher than the year before.

Simply Good Foods also recently acquired Owyn, a plant-based protein shake.

But Rob Dongoski, a partner and global leader in Kearney’s food and agribusiness practice, said consumers are increasingly falling into one of two categories.

A growing number of people “care about what they eat and are willing and able to pay for it,” he said, while others refuse to change their habits due to budget constraints or lack of interest.

“Food companies that will be successful in the future will conquer their niche,” he suggested. ‘They think: can I serve both, or am I going to double one against the other.

Robert Moskow, an analyst at TD Cowen, suggests that Americans buy shares in BellRing, the maker of Premier Protein shakes, which is already seeing double-digit sales growth

Robert Moskow, an analyst at TD Cowen, suggests that Americans buy shares in BellRing, the maker of Premier Protein shakes, which is already seeing double-digit sales growth

The Food and Drug Administration has already banned cancer-related red dye number three

The Food and Drug Administration has already banned cancer-related red dye number three

“I think that’s the key.”

For its part, JM Smucker, the company that owns Twinkies and Uncrustables, plans to continue with its traditional strategy.

“We believe snacking will continue,” Mark Smucker said in a call with financial analysts in November.

“Consumers will continue to look for a way to reward themselves at different times of the day.”

But he said the company may be “looking at reducing sugar” in its products.

Ultimately, the best food stocks to buy may be the ones with the highest dividends.

“We advise investors to look for companies with above-average and safe (not too high) dividend yields,” Savita Subramanian, equity and quantitative strategist at Bank of America, told CNBC.

Many food stocks already meet those requirements, including General Mills, Hormel, Campbell’s, PepsiCo and Tyson Foods.

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