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Join date: Mar 19, 2022
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Barish likes the casual-dining sector, which “is in the best makanan khas jawa tengah shape in 20 years.” He points to a shakeout in independent restaurants during the pandemic as well as industry initiatives to boost margins, like simplified menus, more takeout business, and labor-saving kiosks for ordering meals.

He favors Bloomin’ Brands, the former Outback Steakhouse, whose shares, at about $22, trade for nine times projected 2022 earnings of $2.38 a share.

“Management has improved the quality and consistency of the business,” Barish says.


Investors, he adds, are giving Bloomin’ little credit for additions like Carrabba’s Italian Grill. Earlier this year, the company reinstated its dividend, which now provides a 2.5% yield.


Food Companies Recent Price Market Value (bil) 52-Week Change 2022E EPS 2022E P/E Dividend Yield General Mills / GIS $63.22 $38.1 6.5% $3.84 16.5 3.2% Hershey / HSY 206.71 42.4 33.7 7.94 25.9 1.7 Kellogg / K 61.04 20.8 1.1 4.09 14.9 3.8 Hostess Brands / TWNK 20.91 2.9 39.6 0.95 22.0 None Restaurants Recent Price Market Value (bil) 52-Week Change 2022E EPS 2022E P/E Dividend Yield Bloomin' Brands / BLMN $22.14 $2.0 -21.7% $2.38 9.3 2.5% Brinker International / EAT 35.43 1.6 -53.7 4.00 8.9

None Starbucks / SBUX 87.66 100.8 -20.6 3.49 25.1 2.2% Farm Equipment Recent Price Market Value (bil) 52-Week Change 2022E EPS 2022E P/E Dividend Yield Agco / AGCO $131.55 $9.8 -8.7% $11.64 11.3 0.6% Deere / DE 406.15 124.6 7.1 23.22 17.5 1.0 Agribusiness Recent Price Market Value (bil) 52-Week Change 2022E EPS 2022E P/E Dividend Yield Bunge / BG $105.39 $14.9 34.8% $10.35 10.1 2.0% Food Retailers Recent Price Market Value (bil) 52-Week Change 2022E EPS 2022E P/E Dividend Yield Albertsons / ACI $36.00 $17.4 92.3% $2.76 13.0 1.3% Kroger / KR 55.66 40.9 57.8 3.75 14.7 1.5 Commodity ETFs Recent Price Assets (mil) 52-Week

Change 2022E EPS 2022E P/E Dividend Yield Teucrium slot gacor malam ini Corn / CORN $26.12 $199.3 52.0% N/A N/A N/A Teucrium Wheat / WEAT 10.24 326.3 66.8 N/A N/A N/A

E=estimate. N/A=not applicable.

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