Packaged Foods & Meats


I always look at economics of the business
A bird in the hand is worth 2 in the bush and the question is how sure are you there are 2 in the bush and how long you have to wait to get them out
1. How many birds are in the bush?
2. When you gonna get them out?
3. How sure are you?
If interest rates are 15% roughly you've got 2 birds out of bush in 5 years equal to bird in the hand but if interest rates are 3% and you can get 2 birds out in 20 years it still makes sense to give up the bird in the hand because it's all gets back to discounting an interest rate. Often you don't know not only how many birds in the bush but in the case of internet companies there were not any birds in the bush but they still take the bird that you give them from the hand
Loop through all the subindustries and try to understand how many birds are in the bush from the perspective of economics of the business

Revenue

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP grow per year to compare with Revenue Change
1. Industrias Bachoco, S.A.B. de C.V IBA9551,0549949561,1921,3611,3881,6691,4551,7821,9961,9883,0373,03219246,22952,02058,05061,05261,655
2. Tyson Foods, Inc TSN7,15810,75123,36724,54926,44126,01425,55926,90026,86226,70428,43032,26633,27834,37437,58037,58041,37336,88138,26040,05242,40543,185
3. BRF S.A BRFS9421,0538241,3211,8392,2042,4413,7294,9159,12813,65713,81013,93712,94110,94632,19733,73333,46930,18833,447
4. Mondelez International, Inc MDLZ26,53233,87529,72331,01032,17534,11534,35637,24142,20140,38649,20754,36535,01535,29934,24436,45825,92325,89625,93825,868
5. Danone S.A DANOY13,41312,91314,21216,54118,54715,42318,57218,65721,18521,47222,57125,06127,51829,34725,58624,34021,94424,67724,65125,287
6. The Kraft Heinz Company KHC9,4309,4318,2378,4158,9128,6439,00210,07110,14810,49510,70711,64911,52910,92218,33826,48726,23226,26824,977
7. General Mills, Inc GIS6,7007,0787,94910,50611,07011,24411,64012,44213,65214,69114,79714,88016,65817,77417,97517,63016,71115,60615,74016,83517,627
8. Kellogg Company K6,9558,8538,3048,8129,61410,17710,90711,77612,82212,57512,39713,19814,19714,79214,58013,52513,01412,92313,54713,578
9. Saputo Inc SAPIF1,2841,3672,1632,3152,7263,2113,4433,4594,9304,5945,7226,2116,9957,1778,3568,40010,99211,16311,54313,50214,944
10. Pilgrim's Pride Corporation PPC1,4992,2152,5342,6195,3645,6665,2367,5998,5257,0886,8827,5368,1218,4118,5838,1807,93110,76810,93811,409
11. Conagra Brands, Inc CAG25,53527,19427,63019,83914,52214,56711,57912,04711,60612,73112,07912,30313,26315,49117,70315,8324,20111,6434,2237,8274,7937,9389,53811,054
12. Hormel Foods Corporation HRL3,6754,1243,9104,2004,7805,4145,7456,1936,7556,5347,2217,8958,2318,7529,3169,2889,5629,2079,5469,4979,608
13. Campbell Soup Company CPB6,2676,6646,1336,6787,1097,5487,3437,8677,9987,5867,6767,7197,7078,0528,2688,0827,9617,8908,6858,1078,691
14. The Hershey Company HSY4,2214,5574,1204,1734,4294,8364,9444,9475,1335,2995,6716,0816,6447,1467,4227,3877,4407,5157,7917,986
15. The J. M. Smucker Company SJM6326516871,3121,4172,0442,1552,1482,5253,7584,6054,8265,5155,8985,6115,6937,8117,3927,3577,8387,801
16. Seaboard Corporation SEB1,5841,8051,8291,9812,6842,6892,7073,2134,2683,6014,3865,7476,1896,6706,4735,5945,3795,8096,5836,840
17. Post Holdings, Inc POST9979689591,0342,3974,6485,0275,2266,2575,6815,699
18. McCormick & Company, Incorporated MKC2,1242,3722,3202,2702,5262,5922,7162,9163,1773,1923,3373,6984,0144,1234,2434,2964,4124,8345,4095,347
19. TreeHouse Foods, Inc THS6957089391,1581,5011,5121,8172,0502,1822,2942,9463,2066,1756,3075,8124,289
20. Flowers Foods, Inc FLO1,6201,6291,6521,4531,5511,7161,8892,0372,4152,6012,5742,7733,0463,8013,7493,7793,9273,9503,9524,124
21. Mowi ASA MHGVY2,7032,7803,1653,4133,1123,5033,6263,7504,074
22. Maple Leaf Foods Inc MLFNF2,6433,0003,2273,8875,2915,5435,0565,2274,3094,9644,9834,7994,9034,1482,7173,2933,3323,5223,4963,942
23. Lamb Weston Holdings, Inc LW2,8152,9252,9943,1683,4243,7573,792
24. Premium Brands Holdings Corporation PRBZF3361721742091521851863283694405377799761,0071,0673,2851,8583,5683,0263,649
25. Sanderson Farms, Inc SAFM6067067448721,0521,0061,0481,4751,7241,7901,9251,9782,3862,6832,7752,8032,8163,3423,2363,440
26. Tate & Lyle plc TATYY5,8833,1525,0015,8276,3125,8236,8746,3044,6864,8253,7184,1834,2244,5143,469126,2502,7532,7102,7552,882
27. Nomad Foods Limited NOMD2,0751,81608941,9281,9572,1732,324
28. The Hain Celestial Group, Inc HAIN4044133964665446207399001,0561,1359171,1301,3781,7352,1542,6892,8852,8532,4582,3022,054
29. B&G Foods, Inc BGS2943283733794114714875015135446347258529661,3911,6681,8771,660
30. Cal-Maine Foods, Inc CALM2873583263875723754785989169299109421,1131,2881,4411,5761,9091,0751,5031,3611,352
31. Lancaster Colony Corporation LANC1,1041,0981,1301,1071,0971,1311,1751,0919811,0511,0571,0901,1311,1661,0411,1051,1911,2021,2231,3081,334
32. SunOpta Inc STKL68901211993064265988041,0559898991,0811,0921,1621,2431,1471,3471,2741,2611,191
33. Seneca Foods Corporation SENEA6056746516448888648841,0251,0811,2811,2801,1951,2621,2761,3401,2861,2751,2461,3151,2001,336
34. Calavo Growers, Inc CVGW2182432472742592743033613453985235516917838579361,0761,0891,196
35. J & J Snack Foods Corp JJSF3213523533654174575155696296536977448318689199769931,0841,1381,1861,022
36. High Liner Foods Incorporated HLNFF2102072062442242232242765065965866569469461,0371,0029551,0541,049942
37. Hostess Brands, Inc TWNK555621728776850908
38. Adecoagro S.A AGRO244314426548605645723689869933793887
39. John B. Sanfilippo & Son, Inc JBSS333341343420521582580541542556562674701734779887952847889876880
40. Rogers Sugar Inc RSGUF1201181021243393794774904355085905836295424775425646838057940
41. Clearwater Seafoods Incorporated CSEAF00000000326353366383505612621592616
42. Farmer Bros. Co FARM219215206202194198207216266342450464495510528546544542607596501
43. Landec Corporation LNDC210191183192205232211239236238277318442477539541532524558590
44. Tootsie Roll Industries, Inc TR427424393393420488496498496499521533550543544540521519519527
45. The Simply Good Foods Company SMPL0002534280396431523817
46. Beyond Meat, Inc BYND16.183388298
47. Freshpet, Inc FRPT446387116133156193246
48. Bridgford Foods Corporation BRID156156139136138131134125121123118118127129133130140167174189
49. Swiss Water Decaffeinated Coffee Inc SWSSF13.5718.7421222731273037606051578482849097
50. Lifeway Foods, Inc LWAY9.1810.6812.2114.8816.3220283944585970819811911912411910394
51. Pingtan Marine Enterprise Ltd PME0-01232336121636490
52. Coffee Holding Co., Inc JVA202842515771748314717413410911879779186
53. Rocky Mountain Chocolate Factory, Inc RMCF252319.4419.462125283232292831353639424038383532
54. Farmmi, Inc FAMI11.4121273031
55. MamaMancini's Holdings, Inc MMMB4.588.7412.3412.618.05282935
56. RiceBran Technologies RIBT1.225.5618.092235333237383540403913.3614.7624
57. Tofutti Brands, Inc TOFB13.3416.2517.5419.0119.1918.6119.4719.1519.6118.6817.7115.9314.3414.6914.3513.7614.4714.1113.0713.13
58. TDH Holdings, Inc PETZ16.3124292412.65
59. Barfresh Food Group, Inc BRFH00.010.110.210.491.4624.244.31
60. Planet Green Holdings Corp PLAG82132147184214241215218218805.116.834.11
61. NuZee, Inc NUZE0.070.120.461.631.391.79
62. Future FinTech Group Inc FTFT001.76.234.60425993841027999863410.460.890.96
63. NaturalShrimp Incorporated SHMP0.010000000
64. Sweet Natural Trading Co. Limited XYLTF0.52.163.56.138.618.866.976.15
65. China Modern Agricultural Information, Inc CMCI30475966101120
66. Umami Sustainable Seafood Inc UMAM24255797
67. Elamex SA de CV ELAMF17513213415798112105
68. First Republic Corp. of America FRPC65706251
69. Hanover Foods Corporation HNFSA300293290290318
70. Global Vision Holdings, Inc GVHIB000.02
71. Garuda Capital Corp GRUA000.342.071.240.70.77
72. Healthy Coffee International, Inc HCEI00000.010.040.51.411.89
73. Hot Mama's Foods, Inc HOTF6.2212933
74. Paradise, Inc PARF23232322232526252623242526242524232220
75. Armanino Foods of Distinction, Inc AMNF13.4614.9515.4713.4913.1414.7816.6419.0619.86212325282931353639420
76. Yuhe International, Inc YUII0354767
77. Jammin Java Corp JAMN000.41.825.648.911.2
78. China Marine Food Group Limited CMFO364970123144157140
79. Global Seafood Technologies, Inc GSFD13.5917.0813.749.21
80. C-Cube Genetics, Inc CUBG536492108
81. Active Health Foods, Inc AHFD0000.080.03
82. Soupman, Inc SOUPQ0.010.971.92.383.11.932.65
83. ForeverGreen Worldwide Corporation FVRG5.25.977.8412.326.763.83.49232212.0910.6213.712.5817.7658674018.4910.16
84. KonaRed Corporation KRED0000.951.250.641.062.87
85. Lassonde Industries Inc LSDAF1581651461912182773034024154985387461,0309791,0161,4491,5101,5261,5940
86. Scope Industries SCPJ6060637477


Revenue Growth

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP growth per year to compare with Revenue Change
1. Industrias Bachoco, S.A.B. de C.V IBA1.11.10.940.961.251.141.021.20.871.221.1211.5310.06240.721.131.121.051.01
2. Tyson Foods, Inc TSN1.51.52.171.051.080.980.981.0510.991.061.131.031.031.0911.10.891.041.051.061.02
3. BRF S.A BRFS1.121.120.781.61.391.21.111.531.321.861.51.011.010.930.852.941.050.990.91.11
4. Mondelez International, Inc MDLZ1.281.280.881.041.041.061.011.081.130.961.221.10.641.010.971.060.71111
5. Danone S.A DANOY0.960.961.11.161.120.831.211.141.011.051.111.11.070.870.950.91.1211.03
6. The Kraft Heinz Company KHC1110.871.021.060.971.041.121.011.031.021.090.990.951.681.440.9910.95
7. General Mills, Inc GIS1.061.061.121.321.051.021.041.071.11.081.011.011.121.071.010.980.950.931.011.071.05
8. Kellogg Company K1.271.270.941.061.091.061.071.081.090.980.991.061.081.040.990.930.960.991.051
9. Saputo Inc SAPIF1.061.061.581.071.181.181.0711.430.931.251.091.131.031.161.011.311.021.031.171.11
10. Pilgrim's Pride Corporation PPC1.481.481.141.032.051.060.921.451.120.830.971.11.081.041.020.950.971.361.021.04
11. Conagra Brands, Inc CAG1.061.061.020.720.7310.791.040.961.10.951.021.081.171.140.890.272.770.361.850.611.661.21.16
12. Hormel Foods Corporation HRL1.121.120.951.071.141.131.061.081.090.971.111.091.041.061.0611.030.961.040.991.01
13. Campbell Soup Company CPB1.061.060.921.091.061.060.971.071.020.951.011.0111.041.030.980.990.991.10.931.07
14. The Hershey Company HSY1.081.080.91.011.061.091.0211.041.031.071.071.091.081.0411.011.011.041.03
15. The J. M. Smucker Company SJM1.031.031.061.911.081.441.0511.181.491.231.051.141.070.951.011.370.9511.071
16. Seaboard Corporation SEB1.141.141.011.081.3511.011.191.330.841.221.311.081.080.970.860.961.081.131.04
17. Post Holdings, Inc POST0.970.970.991.082.321.941.081.041.20.911
18. McCormick & Company, Incorporated MKC1.121.120.980.981.111.031.051.071.0911.051.111.091.031.031.011.031.11.120.99
19. TreeHouse Foods, Inc THS1.021.021.331.231.31.011.21.131.061.051.281.091.931.020.920.74
20. Flowers Foods, Inc FLO1.011.011.010.881.071.111.11.081.191.080.991.081.11.250.991.011.041.0111.04
21. Mowi ASA MHGVY1.031.031.141.080.911.131.041.031.09
22. Maple Leaf Foods Inc MLFNF1.131.131.081.21.361.050.911.030.821.1510.961.020.850.651.211.011.060.991.13
23. Lamb Weston Holdings, Inc LW1.041.041.021.061.081.11.01
24. Premium Brands Holdings Corporation PRBZF0.510.511.011.20.731.2211.761.131.191.221.451.251.031.063.080.571.920.851.21
25. Sanderson Farms, Inc SAFM1.171.171.051.171.210.961.041.411.171.041.081.031.211.121.031.0111.190.971.06
26. Tate & Lyle plc TATYY0.540.541.591.171.080.921.180.920.741.030.771.131.011.070.7736.40.020.981.021.05
27. Nomad Foods Limited NOMD0.880.880INF2.161.011.111.07
28. The Hain Celestial Group, Inc HAIN1.021.020.961.181.171.141.191.221.171.070.811.231.221.261.241.251.070.990.860.940.89
29. B&G Foods, Inc BGS1.121.121.141.021.081.151.031.031.021.061.171.141.181.131.441.21.130.88
30. Cal-Maine Foods, Inc CALM1.251.250.911.191.480.661.271.251.531.010.981.031.181.161.121.091.210.561.40.910.99
31. Lancaster Colony Corporation LANC0.990.991.030.980.991.031.040.930.91.0711.031.041.030.891.061.081.011.021.071.02
32. SunOpta Inc STKL1.321.321.351.651.541.391.41.351.310.940.911.21.011.061.070.921.170.950.990.95
33. Seneca Foods Corporation SENEA1.111.110.970.991.380.971.021.161.051.1910.931.061.011.050.960.990.981.060.911.11
34. Calavo Growers, Inc CVGW1.111.111.021.110.941.061.111.190.951.161.311.051.251.131.091.091.151.011.1
35. J & J Snack Foods Corp JJSF1.11.111.031.141.11.131.111.111.041.071.071.121.041.061.061.021.091.051.040.86
36. High Liner Foods Incorporated HLNFF0.990.9911.180.9211.011.231.831.180.981.121.4411.10.970.951.10.990.9
37. Hostess Brands, Inc TWNK1.121.121.171.071.11.07
38. Adecoagro S.A AGRO1.281.281.361.291.11.071.120.951.261.070.851.12
39. John B. Sanfilippo & Son, Inc JBSS1.021.021.011.221.241.1210.9311.031.011.21.041.051.061.141.070.891.050.991
40. Rogers Sugar Inc RSGUF0.990.990.871.212.741.121.261.030.891.171.160.991.080.860.881.141.041.211.180.990
41. Clearwater Seafoods Incorporated CSEAFNANNANNANNANNANNANNANNANINF1.081.041.051.321.211.020.951.04
42. Farmer Bros. Co FARM0.990.990.960.980.961.021.051.041.231.281.321.031.071.031.041.0310.991.120.980.84
43. Landec Corporation LNDC0.910.910.961.051.071.130.911.130.991.011.161.151.391.081.1310.980.981.061.06
44. Tootsie Roll Industries, Inc TR0.990.990.9311.071.161.02111.011.041.021.030.9910.990.96111.02
45. The Simply Good Foods Company SMPLNANNANNANINF1.690INF1.091.211.56
46. Beyond Meat, Inc BYND2.012.012.73.39
47. Freshpet, Inc FRPT1.451.451.371.341.151.181.241.27
48. Bridgford Foods Corporation BRID110.890.981.010.951.030.930.971.010.961.011.081.011.030.981.071.191.041.08
49. Swiss Water Decaffeinated Coffee Inc SWSSF1.381.381.11.071.211.160.861.111.241.611.010.841.121.470.981.021.071.08
50. Lifeway Foods, Inc LWAY1.161.161.141.221.11.231.381.41.151.311.011.21.161.21.2211.040.960.870.91
51. Pingtan Marine Enterprise Ltd PME-INF-INF-90865.011.90.260.343.081.021.39
52. Coffee Holding Co., Inc JVA1.381.381.481.231.121.241.051.121.761.180.770.811.090.670.981.180.95
53. Rocky Mountain Chocolate Factory, Inc RMCF0.920.920.8611.091.161.141.121.010.911.091.111.051.081.060.970.950.990.910.92
54. Farmmi, Inc FAMI1.821.821.291.121.03
55. MamaMancini's Holdings, Inc MMMB1.911.911.411.021.431.531.041.22
56. RiceBran Technologies RIBT4.554.553.251.231.590.940.951.171.020.931.140.990.990.341.111.61
57. Tofutti Brands, Inc TOFB1.221.221.081.081.010.971.050.981.020.950.950.90.91.020.980.961.050.970.931
58. TDH Holdings, Inc PETZ1.51.51.190.820.53
59. Barfresh Food Group, Inc BRFHINFINF12.221.922.332.971.372.121.02
60. Planet Green Holdings Corp PLAG1.611.611.111.251.161.130.891.0110.370.061.340.6
61. NuZee, Inc NUZE1.61.63.963.580.851.29
62. Future FinTech Group Inc FTFTNANNANINF3.660.740INF1.421.570.91.220.771.250.870.40.30.081.07
63. NaturalShrimp Incorporated SHMP0.070.0710NANNANNANNAN
64. Sweet Natural Trading Co. Limited XYLTF4.314.311.621.751.41.030.790.88
65. China Modern Agricultural Information, Inc CMCI1.571.571.261.131.521.19
66. Umami Sustainable Seafood Inc UMAM1.051.052.251.71
67. Elamex SA de CV ELAMF0.760.761.021.170.621.140.94
68. First Republic Corp. of America FRPC1.081.080.880.83
69. Hanover Foods Corporation HNFSA0.980.980.9911.1
70. Global Vision Holdings, Inc GVHIBNANNANINF
71. Garuda Capital Corp GRUANANNANINF6.060.60.571.1
72. Healthy Coffee International, Inc HCEI1.51.50INF62.9214.392.811.33
73. Hot Mama's Foods, Inc HOTF3.443.441.361.15
74. Paradise, Inc PARF110.990.931.061.11.040.981.010.91.041.041.030.941.050.940.980.950.92
75. Armanino Foods of Distinction, Inc AMNF1.111.111.030.870.971.131.131.151.041.061.091.091.131.031.091.11.031.091.070
76. Yuhe International, Inc YUIIINFINF1.361.43
77. Jammin Java Corp JAMNINFINF4034.513.111.581.26
78. China Marine Food Group Limited CMFO1.341.341.431.761.171.090.89
79. Global Seafood Technologies, Inc GSFD1.261.260.80.67
80. C-Cube Genetics, Inc CUBG1.211.211.421.18
81. Active Health Foods, Inc AHFDNANNANNANINF0.39
82. Soupman, Inc SOUPQ97971.961.261.30.621.37
83. ForeverGreen Worldwide Corporation FVRG1.151.151.311.570.550.560.926.50.960.560.881.290.921.413.291.150.60.460.55
84. KonaRed Corporation KREDNANNANNANINF1.310.511.672.71
85. Lassonde Industries Inc LSDAF1.041.040.881.311.141.271.091.331.031.21.081.391.380.951.041.431.041.011.040
86. Scope Industries SCPJ0.990.991.061.181.04