Authors
Samuel Mary and Jon Cox
As diets based on natural, healthy food continue to lose ground to ultra-processed products, the world’s food habits have led to a spike in obesity and have put more pressure on the environment. Amid heightened customer and government scrutiny to crack down on unhealthy business models, Kepler Cheuvreux publish a cookbook to build investment baskets that benefit from a transition towards healthier and more environmentally-friendly food systems. Based on carefully selected “homemade ingredients” and “recipes”, this report introduces a “sustainable food and lifestyle” framework to map stocks across the Sustainable Development Goals (SDGs) impact spectrum (2030 UN global policy agenda); the report highlights the most attractive long-term plays, transformation stories, as well as the laggards.