50
50
SUPPLY CHAINS TO ADMIRE | 2025
Food In the Supply Chains to Admire 2025 analysis, there are no winners in the food industry. While there were prior winners in the Food Industry—Ingredion in 2018, Hershey in 2017, and General Mills in 2014, today, there is no consistent performer. The issue? Significant shifts in M&A in the food industry created weaker players. Changes included the growth of generic products by retailers, a pushback by consumers on buying packaged goods, a rise in commodity prices, and shifts to natural and organic food products. The industry experienced a 1% decrease in margin and a slight decrease in inventory turns.
Table 35. Food Manufacturing Sector Evaluation for the Period of 2015-2024
INDUSTRY: Food
COMPANY INFORMATION
IMPROVEMENT
PERFORMANCE
VALUE
MARKET CAPITALIZIATION PER EMPLOYEE
PRICE TO BOOK
RETURN ON CAPITAL EMPLOYED
GROWTH (Year Over Year Revenue)
SUPPLY CHAIN FUNDAMENTAL SCORE
INVENTORY TURNS
OPERATING MARGIN
SUPPLY CHAIN INDEX
2024 REVENUE
NAME
2015 - 2024
Archer Daniel Midland
$ 85,530
4
10
1.4%
6.51
3.1%
1.3%
1.44 790,382
B&G Foods
$ 1,932
2
31
9.4%
2.42
13.0%
11.7%
2.15 722,761
Bunge Ltd
$ 53,108
4
5
0.6%
7.66
2.5%
1.0%
1.54 425,573
Campbell Soup
$ 9,636
2
18
2.3%
5.27
15.1%
2.3%
7.18 864,434
Charoen Pokaphan Foods PLC
$ 16,468
5
7
2.7%
4.55
4.1%
3.3%
0.82 176,212
ConAgra Foods
$ 12,051
4
16
0.9%
4.93
10.7%
-0.7%
2.49 887,793
Danone SA
$ 29,630
4
9
0.8%
6.85
13.6%
0.8%
2.54 438,419
Ebro Foods SA
$ 3,399
5
25
2.0%
2.24
9.3%
2.7%
0.38 150,246
Flowers Foods Inc
$ 5,103
5
14
3.2%
10.92
6.6%
3.2%
3.57 485,720
Fresh Del Monte Produce Inc
$ 4,280
6
12
1.0%
7.05
3.4%
1.7%
0.94 42,010
Freshpet
$ 975
3
25
27.6%
7.54
-2.5%
28.6%
7.18 4,014,208
General Mills
$ 19,857
6
8
1.1%
6.96
16.8%
1.3%
5.25 1,005,299
Glanbia
$ 3,840
2
29
4.8%
6.18
6.3%
6.6%
2.00 543,856
Golden Agri-Resources
$ 10,910
4
1
4.9%
5.72
4.7%
5.3%
0.60 17,921
Grupo Nutresa SA
$ 4,412
2
21
4.9%
4.84
8.1%
-0.6%
0.92 37,586
Hershey
$ 11,202
5
23
4.3%
5.11
21.6%
4.7%
16.76 1,677,935
Hormel Foods
$ 11,921
5
10
2.7%
7.04
11.1%
3.5%
3.69 1,048,406
Ingredion Incorporated
$ 7,430
6
4
2.4%
5.31
11.9%
2.3%
2.54 635,557
Kellogg Co
$ 12,749
5
6
-1.1%
6.79
11.4%
-1.0%
7.84 744,698
Maple Leaf Foods
$ 3,571
5
3
2.5%
7.03
4.3%
2.5%
1.78 202,402
McCormick
$ 6,724
5
17
4.8%
3.53
16.2%
5.0%
5.59 1,476,374
Mondelez
$ 36,441
5
23
1.0%
6.21
14.9%
0.6%
2.87 911,663
Nestle
$ 104,208
5
12
0.4%
4.48
16.6%
0.5%
5.45 963,178
Orkla ASA
$ 6,557
4
27
3.6%
3.45
11.5%
3.3%
2.17 473,588
Pilgrim's Pride Corporation
$ 17,878
4
18
7.8%
8.35
6.4%
7.8%
3.06 120,195
Post Holdings Inc
$ 7,923
4
2
15.4%
7.14
9.8%
27.4%
1.40 414,382
Smucker's
$ 8,179
2
27
4.4%
5.02
16.1%
4.3%
1.77 1,970,356
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