Australian (ASX) Stock Market Forum

The Business of Vegan

Tyson's Alternative Meats Can Become `Billion-Dollar Brand'

While Tyson Foods Inc. is the biggest U.S. meat processor, its up-and-coming meatless protein product may steal the show.

The offering is set to debut this summer and could be a “billion-dollar brand,” Chief Executive Officer Noel White said at a conference in New York Wednesday. The company hasn’t said what form it will take, be it burger, sausage or meatball -- or all of the above.


Tyson sold its stake in Beyond Meat Inc. just before the latter’s stunning initial public offering earlier this month. Chief Financial Officer Stewart Glendinning touted Tyson’s resources, its transportation network, test kitchens, science labs and sales team. The company doesn’t even need to put new capital in to make a veggie burger that competes with the likes of Beyond Meat. More...
 
For want of a better place I am putting this article here for the time being...

Al Gore's 'Sustainability-Focused' Investment Firm Raises $1 Billion For Latest VC Fund

History has proven time and time again that FOMO can easily lead to massive losses if investors aren't careful. But wealthy investors and institutions must be pretty anxious about missing out on the next big 'sustainability' play after the success of Beyond Meat, because a group of investors just handed Al Gore's Generation Investment Management - a sustainability-focused VC firm - $1 billion for its latest fund.

Generation's 'Sustainable Solutions Fund' will focus on environmental solutions, healthcare and financial inclusion, and it has already closed two of its first investments (though it looks like the firm missed out on 'Impossible Foods' latest $300 million fundraising round). More...
 
... I think Veganism will come unstuck as a beacon of good health. It will disintegrate into a nasty, unhealthy style of eating and the diseases which vegans avoided through good eating habits will break down with the mass increase of manufactured food eaten by people who won't bother to take the time to learn to eat correctly as a vegan.

This junk food greed is what I am looking at with the potential for new companies to spring up and create a whole new industry.
Ah food technology, gotta love it.

Chasing the vegan
https://www.afr.com/companies/retai...ags-after-141-million-raising-20200618-p553vb
[We are now seeing] vitamins companies push harder into vegan offerings in line with the gradual increase in the popularity of plant-based diets.

Both Blackmores and arch-rival Swisse have accelerated their focus on this category. Privately-owned Pharmacare, which owns Nature's Way and Bioglan, is also on the front foot through its Naturopathic brand, which rolled out a line of vegan-certified products across supermarket chains and chemists in February.

The move is being driven in part because many experts believe that vegans may need to top up their levels of Vitamin B12, iron and iodine. ....

Blackmores trumpeted on May 29 that it was the first mass-market Australian brand to launch a vegan omega-3 oil.... Its label outlined that it was a "vegan, vegetarian and fish-free source of omega-3'' in what is a linseed oil product. A Blackmores' spokeswoman said the go-to supplement for omega-3 was traditionally fish oil, and this had limited the options for the 2.5 million Australians following a fish-free diet
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