German media: Vegetarian business is experiencing harsh reality

The German "Ming Mirror" website July 7th article, original topic: The risk of investing in vegetarian stocks, 43, Niel Sanz recently tasted food in San Francisco, Singapore and St. Paulo. For the company's headquarters in the Irish in Dublin, the world is his "food laboratory". He is responsible for the innovation of Swedish vegetable oil and fat production companies AAK vegetarian alternatives. As long as there is a new food, he has to taste.

Data map. Picture source IC Photo

Vegetarian manufacturers are "hallucination artists". These foods must look like meat and eat meat, but they are completely plant ingredients. He said: "The beauty is that as long as there is a suitable oil mixture, people can imitate everything." For example, the marble pattern on the steak, the crispy, taste and melting of cheese. "Of course, protein is also important. How to replace animal fat is very critical."

Sanz admits that humans are experiencing a food revolution, and vegetarian food is becoming more and more popular. Boston Consulting predicts that by 2035, milk and meat of 1/10 will be replaced by plant protein. This means that vegetarian food is a huge market.

However, some vegetarian pioneer companies have experienced harsh reality: After the short -term stock market ecstasy, the stock price of the two flagship companies has fallen for one year, and the market value losses are about 80%. Another vegetarian company Wiganz fell by about 80%in half a year, leaving only 21 million euros. Profit growth and expected goals have become fantasy. The 50 -year -old founder Jane Brederq did not care about the laughter of his former colleagues 10 years ago, and opened this vegan supermarket with enthusiasm for the vegetarian industry, and even responsible for cashiers. Wiganz once wanted to involve all product categories: "We want to provide environmental protection diet of three meals a day."

The reality is very ruthless. Many industry leaders have not maintained technical advantages, monopoly profits, and high stock prices. For example, a burger made of lentils, beets, or nuts is easily copied. In addition, inflation has increased the cost significantly. Under the influence of various factors, the enthusiasm of the newcomers in the market is declining, and the resentment of the old -fashioned suppliers does not decrease. The latter believes that many new players have charged a large number of container spaces.

In addition, vegetarian standards are currently not clearly defined in many places. Investors will face greater risks if they choose strange targets. Veronica Supu, a financial adviser focused on long -term investment, said: "If strictly use vegetarian food as the investment standard, you can hardly find any target." Furthermore, different people have different understanding of vegetarian food. "For some people, Banana is not vegetarian for some people, because the pesticides used were extracted from the shrimp shell."

Some of the well -developed vegetarian companies keenly noticed the end of the soaring stage of vegetarian food and survived in a more pragmatic way. A Canadian food company has reduced the production capacity of plant extracts. If the plant protein business grows fast, the company will continue to produce more animal products. This is undoubtedly a nightmare for those firm vegetarians.

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