US packaged food makers slump in 2025 on weak demand
31/12/2025 16:34
** Stocks of U.S. packaged food makers fell this year as budget-conscious consumers tempered spending on pricy pantry staples due to inflation
** Kraft Heinz KHC.O, Campbell's CPB.O, General Mills GIS.N and Conagra CAG.N drop for third straight year
** Several food companies announced in October they would remove synthetic dyes from their products, amid increasingly health-conscious consumers and growing pressures from Trump administration's "Make America Healthy Again" movement
** Coca Cola KO.N outpaced peers with a 13% jump this year, helped by popularity for its zero-sugar drinks and Fairlife milk in the U.S, while rival PepsiCo PEP.O declined for a third straight year
** Tyson Foods TSN.N rose again this year as robust demand for chicken products continued to offset weakness in its beef segment
** Keurig Dr Pepper's KDP.O shares falls for the fourth straight year; co to buy Dutch coffee company JDE Peet JDEP.AS for $18 billion
** Chocolate maker Mondelez International MDLZ.O continued last year's declines, hurt by surging cocoa prices
** Plant-based meat maker Beyond Meat BYND.O falls about 77%, extending a five-year decline, and coffee maker JM Smucker SJM.N extended its losing streak to the third year
** S&P 500 Packaged Foods & Meats SPLRCFOOD index down about 14% this year, compared with a 17% rise in the S&P 500 index .SPX
| Company | RIC | Shares of last close YTD | 2024 | 2023 |
| Beyond Meat | BYND.O | -77.48% | -57.75% | -27.70% |
| Lamb Weston | LW.N | -37.23% | -38.17% | 20.96% |
| Mondelez International | MDLZ.O | -8.24% | -17.53% | 8.67% |
| Kraft Heinz | KHC.O | -20.45% | -16.96% | -9.16% |
| J M Smucker | SJM.N | -10.62% | -12.87% | -20.24% |
| PepsiCo | PEP.O | -5.20% | -10.47% | -5.99% |
| Hershey | HSY.N | 7.58% | -9.17% | -19.49% |
| Campbell's | CPB.O | -33% | -3.12% | -23.82% |
| Conagra | CAG.N | -37.19% | -3.18% | -25.94% |
| Hormel Foods | HRL.N | -23.56% | -2.30% | -29.51% |
| General Mills | GIS.N | -26.82% | -2.10% | -22.31% |
| Coca-Cola Co | KO.N | 12.54% | 5.65% | -7.36% |
| McCormick | MKC.N | -10.18% | 11.43% | -17.46% |
| Keurig Dr Pepper | KDP.O | -12.56% | -3.60% | -6.56% |
| Tyson Foods | TSN.N | 2.63% | 6.87% | -13.65% |
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