Healthier policies and happier aisles: RFK Jr could beef up grocery stores' profits

seekingalpha11-20 06:09

Thomas Barwick President Trump’s nomination of Robert F. Kennedy, Jr. to head Health and Human Services has sent reverberations through the food industry with food processors bracing for an era with ...

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Kennedy, Jr. to head Health and Human Services has sent reverberations through the food industry with food processors bracing for an era with ...</p>\n\n<a href=\"https://seekingalpha.com/news/4309428-healthier-policies-and-happier-aisles-rfk-jr-could-beef-up-grocery-stores-profits\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2461242641.AUD","symbol_name":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","start_time":0,"source_url":"https://seekingalpha.com/news/4309428-healthier-policies-and-happier-aisles-rfk-jr-could-beef-up-grocery-stores-profits","article_id":"2484090105","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1389951710/image_1389951710.jpg?io=getty-c-w750"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2484090105","pubTimestamp":1732054188,"sourceInfo":{"source_id":"seekingalpha_trending_news","name":"Seeking Alpha Trending News"},"weMediaInfo":null,"summary":"Thomas Barwick President Trump’s nomination of Robert F. 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Kennedy, Jr. to head Health and Human Services has sent reverberations through the food industry with food processors bracing for an era with no preservatives, food colorings or additives. But one sector of the market might actually benefit from American’s embrace of healthy food…grocery stores. Wells Fargo’s equity analyst team led by Edward Kelly argue that as Americans shift from low-cost, highly processed food like Macaroni and Cheese (KHC) to healthier options like fruits and vegetables, and organic meats, the higher margins for these products will beef up profitability for names like Kroger’s (NYSE:KR), Whole Foods (AMZN), Albertson’s (NYSE:ACI), Walmart (WMT), and even bulk retailers like BJ’s Wholesale Club (BJ), and Costco (COST), all of whom already operate with razor-thin margins.  “RFK theme looks like a possible food retail/service tailwind,” Kelly and team say in Tuesday’s research note, although the changes that affect food production could be inflationary. Kroger’s (KR) and Albertson’s (ACI) are well positioned to capitalize on the RFK theme given their combination of broad product mix, reasonably solid fresh offerings, leverage to inflation, and low valuation, Kelly and team say, “but value players like Walmart (WMT), Costco (COST), and BJ’s Wholesale Club (BJ) could also benefit, but may need product repositioning to truly align with the RFK healthy eating theme.” While there could be some debate around food away from home (“FAFH”) demand against the RFK narrative as health-conscious consumers have less control over ingredients, food distributors (SYY, PFGC, USFD) won’t be left behind thanks to the group’s positive leverage to inflation.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2484090105"}