The market is demanding an ethical, secure food supply
The explosion in demand for alternative protein sources should come as no surprise; our research shows that consumers are seeking out ethical food sources that have a lower carbon footprint.
The market has answered with delicious options that meet those needs. The market is in the early stages of incredible growth, making now the right time to invest.
The existing model is broken
Much of the traditional food industry no longer meets consumer expectations. Environmental concerns, health issues, and other economic challenges are driving change.
Consumers are seeking fresh, healthy alternatives to current packaged goods.
A drive for natural, organic-based alternatives are not being met.
Health concerns such as e.coli have left consumers skeptical about traditional protein sources.
Slow product innovation cycles are stifling growth.
The life-cycle of traditional protein sources is too slow for the growth in food demand around the world.
The carbon footprint of some traditional protein sources are one of the leading factors in climate change.
Alternative protein sources around the world
Of Canadians are actively trying to incorporate plant-based foods into their diets.
US alternative protein industry growth topped 17% in the past year to more than $3.7B, outpacing total US food sales at just 2%.
Brazil announced plans to offer only vegan meals in schools by 2020, affecting 23M meals per year.
Wicked Kitchen, a Vegan brand, sold 2.5M meals within its first 5 months, while Pizza Hut’s vegan pizza sold 10,000 units on launch.
The European Commission 2018 ‘EU Protein Plan’ encourages the production of alternative proteins for human consumption, with over €1B research directed between 2010 and 2013.
New dietary guidelines encourage a reduction in meat consumption by 50% with the market growing by 17% over the last 5 years.
The government participated in a $2.7M funding round for cultured meat start-up Integriculture in 2018.
Australia has seen a 92% rise in vegan food products with vegan product launches up by 440% in Southeast Asia.
Proteins are cooked and processed to replicate the familiar taste and texture of existing animal products. They are frequently sourced from pea, soy, wheat, and other crops.
Fermented foods come from yeast or bacteria modified with a gene for protein; the protein is reproduced as they multiply, creating proteins that are identical to animal proteins.
Cultured proteins can be produced through stem cell harvesting, tissue engineering, and food production, growing meat and dairy proteins in vitro; these proteins are biologically equivalent to animal proteins.
By identifying innovative, fast-growing suppliers of alternative proteins in a number of verticals, we provide access to this dynamic area of the food industry.
Focusing on a small number of equity-linked investments in key areas means our early mover advantage is helping us to target strong returns.
The revolution is happening. It’s time to Eat Beyond
Ethical, secure food supply is a key decision factor for many consumers. Make it part of your investing strategy. Talk to us today.