The trend has firmly reverted back toward convenient food consumption, says Brian Holland. He discusses packaged food stocks. He notes that fewer respondents are eating three meals per day, while more are snacking multiple times. He talks about how publicly traded food companies that over index to snacking have outgrown and outperformed center store peers since mid-2021. He then goes over Cowen's top snack picks which include Bellring Brands (BRBR), Mondelez (MDLZ), and Hain Celestial (HAIN). Tune in to find out more about the stock market today.
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