U.S. Food, Beverage & Tobacco Potentially Undervalued Companies

Campbell's

Market Cap: US$9.6b

Manufactures and markets food and beverage products in the United States and internationally.

Scales

Market Cap: US$770.6m

Engages in manufacturing and trading of food ingredients in New Zealand, Asia, Europe, North America, and internationally.

China Feihe

Market Cap: US$35.8b

An investment holding company, produces and sells dairy products and raw milk in Mainland China, Canada, and the United States.

Lassonde Industries

Market Cap: US$1.5b

Develops, manufactures, and markets a range of ready-to-drink beverages, fruit-based snacks, frozen juice concentrates, and specialty food products in Canada, the United States, and internationally.

Südzucker

Market Cap: US$1.9b

Produces and sells sugar products in Germany, rest of the European Union, the United Kingdom, the United States, and internationally.

Vilmorin & Cie

Market Cap: US$1.5b

Vilmorin & Cie SA creates, produces, and distributes vegetable and field seeds.

Philip Morris CR

Market Cap: US$49.4b

Through its subsidiary, Philip Morris Slovakia s.r.o., manufactures and markets tobacco products under the Marlboro, L&M, Chesterfield, Petra Klasik, Sparta, and RGD brands in the Czech Republic and the Slovak Republic.

Treasury Wine Estates

Market Cap: US$5.7b

Operates as a wine company in Australia, the United States, the United Kingdom, and internationally.

Tingyi (Cayman Islands) Holding

Market Cap: US$58.6b

An investment holding company, manufactures and sells instant noodles, beverages, and instant food products in the People’s Republic of China.

Emmi

Market Cap: US$3.6b

Manufactures and sells dairy products in Switzerland, the United States, Europe, and internationally.

Saputo

Market Cap: US$13.7b

Produces, markets, and distributes dairy products in Canada, the United States, Australia, Argentina, and the United Kingdom.

Greencore Group

Market Cap: US$972.6m

Manufactures and sells convenience food products in the United Kingdom and Ireland.

Mission Produce

Market Cap: US$849.5m

Engages in the sourcing, farming, packaging, marketing, and distribution of avocados, mangoes, and blueberries to food retailers, wholesalers, and foodservice customers in the United States and internationally.

China Feihe

Market Cap: US$35.8b

An investment holding company, produces and sells dairy products and raw milk in Mainland China, Canada, and the United States.

Scandinavian Tobacco Group

Market Cap: US$6.9b

Manufactures and sells tobacco products in North America, Europe, and internationally.

Sakata Seed

Market Cap: US$160.0b

Produces and sells vegetable and flower seeds, bulbs, plants, and agricultural and horticultural supplies in Japan and internationally.

Greencore Group

Market Cap: US$972.6m

Manufactures and sells convenience food products in the United Kingdom and Ireland.

Astral Foods

Market Cap: US$6.8b

Operates as an integrated poultry producer in South Africa and internationally.

Industrias Bachoco. de

Market Cap: US$9.7m

Through its subsidiaries, engages in the breeding, processing, and marketing poultry products in Mexico and internationally.

China Tontine Wines Group

Market Cap: US$150.8m

An investment holding company, produces and sells grape wine in the People’s Republic of China.

Select Harvests

Market Cap: US$481.7m

Engages in the growing, processing, packaging, and selling of almonds and its by-products in Australia.

Japfa Comfeed Indonesia

Market Cap: US$19.2t

Operates as an agri-food company in Indonesia.

Astra Agro Lestari

Market Cap: US$14.3t

Engages in the crude palm oil and related derivatives business in Indonesia.

Yihai International Holding

Market Cap: US$13.3b

Produces and sells hot pot condiment, compound condiment, and ready-to-eat food products in the People’s Republic of China and internationally.

Sanford

Market Cap: US$523.6m

Engages in the farming, harvesting, processing, storage, and marketing of seafood products.

Suntory Beverage & Food

Market Cap: US$1.5t

Engages in manufacture and sale of alcoholic and non-alcoholic beverages, and foods in Japan, Asia-Pacific, Europe, and the Americas.

Oceana Group

Market Cap: US$5.9b

Operates as a fishing and food processing company in South Africa, Namibia, rest of Africa, North America, Europe, the Far East, and internationally.

Cal-Maine Foods

Market Cap: US$4.8b

Engages in the production, grading, packaging, marketing, and distribution of shell eggs, egg products, and prepared foods.

Diageo

Market Cap: US$38.9b

Engages in the production, marketing, and distribution of alcoholic beverages in North America, Europe, the Asia Pacific, Latin America and Caribbean, and Africa.

Brown-Forman

Market Cap: US$12.8b

Manufactures, distills, bottles, imports, exports, markets, and sells a variety of alcohol beverages.

Seneca Foods

Market Cap: US$732.9m

Provides packaged fruits and vegetables in the United States and internationally.

Heineken

Market Cap: US$36.7b

Heineken N.V. brews and sells beer and cider in the Americas, Europe, Africa, the Middle East, and the Asia Pacific.

Gruma. de

Market Cap: US$119.2b

Produces and sells corn flour, tortillas, and other related products.

China Foods

Market Cap: US$13.1b

An investment holding company, manufactures, distributes, markets, and sells Coca-Cola series products in the People’s Republic of China.

Nichirei

Market Cap: US$485.3b

Through its subsidiaries, engages in the processed food, marine products, meat and poultry products, temperature-controlled logistics, real estate, and biosciences businesses in Japan and internationally.

Viscofan

Market Cap: US$2.8b

Manufactures, produces, and distributes casings.