Why are food stocks worth paying attention to? Simply put: People have to eat. This is the moat of food companies.
Regardless of economic conditions, consumers are always eating. These stocks are highly cyclical resistant, offer stable dividends, and are linked to trending sectors (plant-based proteins, health foods). Want a portfolio that seeks stability and growth? Food stocks definitely deserve a place.
Export footprint: Operating in 17 countries, covering over 40 markets worldwide
Data Highlights:
Current Price: 22.0 THB
P/E: 11.9x
Target Price: 30.00 THB (36% upside)
Dividend Yield: 2.06%
Market Cap: 183.41B THB
CPF is not just about chicken and pig farming; it’s a full-service operation. From controlling costs at the source to global sales—this model helps it thrive amid food inflation. By 2025, global protein demand will only increase.
2. Seafood Export King: ไทยยูเนี่ยน (TU)
Fundamentals at a Glance:
Established: 1977
Main Business: Seafood processing and export
Global Position: Top three in the international seafood industry
Data Highlights:
Current Price: 12.40 THB
P/E: -4.01 (adjustment period)
Target Price: 16.90 THB (36% upside)
Dividend Yield: 4.51%
Market Cap: 52.93B THB
TU’s strength lies in its dividend yield. A 4.5% cash yield is rare in the stock market. Seafood is a necessity, with demand growing annually in emerging markets. Brands like Seafood and TUNY are now internationally recognized.
3. Frozen Shrimp King: เอเชียน ซี (ASIAN)
Fundamentals at a Glance:
Established: 1983
Specialization: Frozen seafood production and export
Position: Thailand’s largest frozen shrimp exporter
Data Highlights:
Current Price: 7.85 THB
P/E: 7.8x (cheap!)
Target Price: 30.00 THB (282% upside)
Dividend Yield: 9.29%
Market Cap: 6.31B THB
This is a small-cap growth stock. With a P/E of only 7.8 and a dividend yield of 9%, it’s undervalued. Southeast Asia’s frozen shrimp is in high global demand, and ASIAN has significant growth potential.
4. Restaurant Empire: ไมเนอร์ ฟู้ด (MINT)
Fundamentals at a Glance:
Established: 1978 (started with a pizza shop)
Current Status: Owns global brands like Burger King, Dairy Queen
Model: Franchise + company-operated stores
Data Highlights:
Current Price: 22.0 THB
P/E: 42.7x (premium valuation)
Target Price: 30.00 THB
Dividend Yield: 2.06%
Market Cap: 183.41B THB
MINT’s story is about brand consolidation. From local pizza to international burgers and ice cream—this is horizontal expansion. Post-pandemic, restaurant recovery is a major trend.
The Four Giants of Global Food Industry
5. Century-Old Factory: Nestlé (NESN)
Fundamentals at a Glance:
Established: 1866 (Switzerland)
Scale: The world’s largest food company
Product Range: From infant foods to coffee, chocolate, pet food
Data Highlights:
Current Price: 74.04 CHF
P/E: 17.28x
Dividend Yield: 3.99%
Market Cap: 193.12B CHF
Nestlé is the “blue chip” of the food sector. Its products are in over 190 countries; Nescafé and KitKat are everyday staples. Its scale provides stability—economic downturns won’t halt coffee and chocolate consumption.
6. Soda King: The Coca-Cola Company (KO)
Fundamentals at a Glance:
Established: 1886 (USA)
Portfolio: 200+ brands, 200+ countries
Core Products: Coca-Cola, Sprite, Fanta
Data Highlights:
Current Price: 25.37 USD
P/E: 4.05x
Dividend Yield: 3.14%
Market Cap: 263.08B USD
Coca-Cola is a severely undervalued cash cow. With a P/E of only 4, the market is very conservative. But Coke’s brand power and cash flow are formidable. The 3% dividend yield may seem modest, but combined with stock buybacks, total returns are substantial.
7. Snack King: PepsiCo (PEP)
Fundamentals at a Glance:
Established: 1965 (USA)
Unique Point: Dual drive of beverages + foods (not just cola)
Subsidiaries: Frito-Lay, Gatorade, Tropicana, etc.
Data Highlights:
Current Price: 142.64 USD
P/E: 20.91x
Dividend Yield: 3.70%
Market Cap: 195.70B USD
Pepsi is more “food-oriented” than Coke. High-margin snacks like chips support the entire financials. Its diversification makes it more resilient to economic cycles. Consistently increasing dividends make it a true “dividend aristocrat.”
8. Personal Care & Food Hybrid: Unilever (UL)
Fundamentals at a Glance:
Established: 1930 (UK + Netherlands merger)
Business: Mix of food and personal care products
Coverage: Over 190 countries
Data Highlights:
Current Price: 55.13 USD
P/E: 21.56x
Dividend Yield: 3.29%
Market Cap: 139.56B USD
Unilever follows a different logic. It sells not only food (Knorr, Hellmann’s) but also personal care (Dove, Lux). This diversified approach helps it stay resilient during economic fluctuations—necessities remain steady even when consumer spending dips.
Hot Topic Not to Miss: Health Food Stocks
By 2025, “Eating Healthy” will be a major trend. These 8 companies are capturing this wave:
Code
Company
Core Products
Growth Logic
BYND
Beyond Meat
Plant-based proteins
Z-generation + vegan wave
OTLY
Oatly
Oat milk
Lactose intolerance + eco-consciousness
TTCF
Tattooed Chef
Frozen salads
Fitness meals + convenience
HAIN
Hain Celestial
Organic foods
Organic premium
DANOY
Danone
Yogurt + plant-based milk
Probiotics + dairy alternatives
NOMD
Nomad Foods
Frozen seafood
High-end frozen foods
SFM
Sprouts Farmers
Organic supermarkets
Channel empowerment
INGR
Ingredion
Food ingredients
B2B stability
Common trait among these stocks: Seizing the wave of consumer upgrade.
Why Invest in Food Stocks in 2025?
1. Recession Resistance — Even in tough times, people still eat; food stocks tend to decline less and recover faster.
2. Stable Dividends — Food companies have strong cash flows and generally keep their dividend promises.
3. Export Dividend — Global food demand increases annually; export-oriented food stocks are attractive.
4. Health Trend — Plant-based, organic, low-fat foods are new consumption trends, offering many new brand opportunities.
5. Geographical Advantage — Thailand is the “Kitchen of the World,” making export-driven food companies especially worth watching.
How to Invest? Three Approaches Compared
Method
Advantages
Disadvantages
Direct Stock Purchase
Dividends, voting rights, actual ownership
Need account setup, research required
Funds/ETFs
Diversification, convenience
Higher fees, limited upside
CFDs/Derivatives
Leverage, shorting possible
High risk, requires constant monitoring
For Beginners: Try 50% direct stocks + 30% funds + 20% CFDs. Manageable risk, balanced returns.
Final Words
Food stocks may not be glamorous, but they are very profitable. In 2025, the world will still need to eat, and these companies will keep making money.
How to choose 8 food stocks?
For steady cash flow: CPF, TU, NESN
For growth potential: ASIAN, BYND, OTLY
For global exposure: KO, PEP, UL
A portfolio of this 3+3+2 setup covers all the key logic of food investing.
Remember: In the stock market, stocks that eat steadily tend to last the longest.
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8 Food Stocks to Copy in 2025: From Thai Giants to Global Leaders, One Read to Understand
Why are food stocks worth paying attention to? Simply put: People have to eat. This is the moat of food companies.
Regardless of economic conditions, consumers are always eating. These stocks are highly cyclical resistant, offer stable dividends, and are linked to trending sectors (plant-based proteins, health foods). Want a portfolio that seeks stability and growth? Food stocks definitely deserve a place.
The Four Major Thai Food Stocks
1. Meat Empire: เจริญโภคภัณฑ์อาหาร (CPF)
Fundamentals at a Glance:
Data Highlights:
CPF is not just about chicken and pig farming; it’s a full-service operation. From controlling costs at the source to global sales—this model helps it thrive amid food inflation. By 2025, global protein demand will only increase.
2. Seafood Export King: ไทยยูเนี่ยน (TU)
Fundamentals at a Glance:
Data Highlights:
TU’s strength lies in its dividend yield. A 4.5% cash yield is rare in the stock market. Seafood is a necessity, with demand growing annually in emerging markets. Brands like Seafood and TUNY are now internationally recognized.
3. Frozen Shrimp King: เอเชียน ซี (ASIAN)
Fundamentals at a Glance:
Data Highlights:
This is a small-cap growth stock. With a P/E of only 7.8 and a dividend yield of 9%, it’s undervalued. Southeast Asia’s frozen shrimp is in high global demand, and ASIAN has significant growth potential.
4. Restaurant Empire: ไมเนอร์ ฟู้ด (MINT)
Fundamentals at a Glance:
Data Highlights:
MINT’s story is about brand consolidation. From local pizza to international burgers and ice cream—this is horizontal expansion. Post-pandemic, restaurant recovery is a major trend.
The Four Giants of Global Food Industry
5. Century-Old Factory: Nestlé (NESN)
Fundamentals at a Glance:
Data Highlights:
Nestlé is the “blue chip” of the food sector. Its products are in over 190 countries; Nescafé and KitKat are everyday staples. Its scale provides stability—economic downturns won’t halt coffee and chocolate consumption.
6. Soda King: The Coca-Cola Company (KO)
Fundamentals at a Glance:
Data Highlights:
Coca-Cola is a severely undervalued cash cow. With a P/E of only 4, the market is very conservative. But Coke’s brand power and cash flow are formidable. The 3% dividend yield may seem modest, but combined with stock buybacks, total returns are substantial.
7. Snack King: PepsiCo (PEP)
Fundamentals at a Glance:
Data Highlights:
Pepsi is more “food-oriented” than Coke. High-margin snacks like chips support the entire financials. Its diversification makes it more resilient to economic cycles. Consistently increasing dividends make it a true “dividend aristocrat.”
8. Personal Care & Food Hybrid: Unilever (UL)
Fundamentals at a Glance:
Data Highlights:
Unilever follows a different logic. It sells not only food (Knorr, Hellmann’s) but also personal care (Dove, Lux). This diversified approach helps it stay resilient during economic fluctuations—necessities remain steady even when consumer spending dips.
Hot Topic Not to Miss: Health Food Stocks
By 2025, “Eating Healthy” will be a major trend. These 8 companies are capturing this wave:
Common trait among these stocks: Seizing the wave of consumer upgrade.
Why Invest in Food Stocks in 2025?
1. Recession Resistance — Even in tough times, people still eat; food stocks tend to decline less and recover faster.
2. Stable Dividends — Food companies have strong cash flows and generally keep their dividend promises.
3. Export Dividend — Global food demand increases annually; export-oriented food stocks are attractive.
4. Health Trend — Plant-based, organic, low-fat foods are new consumption trends, offering many new brand opportunities.
5. Geographical Advantage — Thailand is the “Kitchen of the World,” making export-driven food companies especially worth watching.
How to Invest? Three Approaches Compared
For Beginners: Try 50% direct stocks + 30% funds + 20% CFDs. Manageable risk, balanced returns.
Final Words
Food stocks may not be glamorous, but they are very profitable. In 2025, the world will still need to eat, and these companies will keep making money.
How to choose 8 food stocks?
A portfolio of this 3+3+2 setup covers all the key logic of food investing.
Remember: In the stock market, stocks that eat steadily tend to last the longest.