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 US packaged food makers slump in 2025 on weak demand

ReutersDec 31, 2025 4:34 PM

Stocks of U.S. packaged food makers fell this year as budget-conscious consumers tempered spending on pricy pantry staples due to inflation

Kraft Heinz KHC.O, Campbell's CPB.O, General Mills GIS.N and Conagra CAG.N drop for third straight year

Several food companies announced in October they would remove synthetic dyes from their products, amid increasingly health-conscious consumers and growing pressures from Trump administration's "Make America Healthy Again" movement

Coca Cola KO.N outpaced peers with a 13% jump this year, helped by popularity for its zero-sugar drinks and Fairlife milk in the U.S, while rival PepsiCo PEP.O declined for a third straight year

Tyson Foods TSN.N rose again this year as robust demand for chicken products continued to offset weakness in its beef segment

Keurig Dr Pepper's KDP.O shares falls for the fourth straight year; co to buy Dutch coffee company JDE Peet JDEP.AS for $18 billion

Chocolate maker Mondelez International MDLZ.O continued last year's declines, hurt by surging cocoa prices

Plant-based meat maker Beyond Meat BYND.O falls about 77%, extending a five-year decline, and coffee maker JM Smucker SJM.N extended its losing streak to the third year

S&P 500 Packaged Foods & Meats SPLRCFOOD index down about 14% this year, compared with a 17% rise in the S&P 500 index .SPX

Company

RIC

Shares of last close YTD

2024

2023

Beyond Meat

BYND.O

-77.48%

-57.75%

-27.70%

Lamb Weston

LW.N

-37.23%

-38.17%

20.96%

Mondelez International

MDLZ.O

-8.24%

-17.53%

8.67%

Kraft Heinz

KHC.O

-20.45%

-16.96%

-9.16%

J M Smucker

SJM.N

-10.62%

-12.87%

-20.24%

PepsiCo

PEP.O

-5.20%

-10.47%

-5.99%

Hershey

HSY.N

7.58%

-9.17%

-19.49%

Campbell's

CPB.O

-33%

-3.12%

-23.82%

Conagra

CAG.N

-37.19%

-3.18%

-25.94%

Hormel Foods

HRL.N

-23.56%

-2.30%

-29.51%

General Mills

GIS.N

-26.82%

-2.10%

-22.31%

Coca-Cola Co

KO.N

12.54%

5.65%

-7.36%

McCormick

MKC.N

-10.18%

11.43%

-17.46%

Keurig Dr Pepper

KDP.O

-12.56%

-3.60%

-6.56%

Tyson Foods

TSN.N

2.63%

6.87%

-13.65%

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