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Consumers Shifting to Food with Integrity Cereals Over Sugary Ones

While overall cereal sales are stale, like an old box of Cheerios, sales are up for cereal that advertise sprouted grains, and products that advertise more protein, and gluten-free cereal products. We see this a good for companies like Kasha and Cascadian Farm, but potentially troubling for General Mills, Post Holdings and others.

Source: Can Food Makers Revive Soggy Cereal Sales? – WSJ

About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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