Taking advantage of changing consumer preferences

Livewire Exclusive

Livewire Markets

Food is one of the few products that consumers will happily pay up for. Nick Griffin, Chief Investment Officer at Munro Partners, says the best way to play this is via the ingredients companies controlling the food supply. In this short video, he explains why this thematic is so attractive.

Key points

  • Traditional food companies are struggling to keep up with the demands of consumers who are now looking for healthier, organic options
  • Start-ups and smaller companies are filling this gap
  • Flavours and ingredients are essential suppliers to the organic food supply chain
  • Revenue growth is 5-10% while margins are expanding.

For further insights from Munro Partners, please click here



1 contributor mentioned

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.