Post #4908 by tecmo on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

Unthreaded | Threaded | Whole Thread (24)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 2

I think the much bigger risk factor for the chocolate industry is the supply chain. Most cacao is grown by extremely poor smallholders. That will change, and the supply chain with it. I imagine prices will rise a lot, and artificial flavours have got pretty much nowhere despite decades of effort.

I am more concerned about the general trend towards "off brand" consumption in the food business. I see more and more store brands combined with highly local products; less the traditional products that we used to get. Amazon/WF has been very successful in this approach as has Costco and I see the trend accelerating in the future. Likely not an immediate existential threat to Hersey, but a head-wind for sure.

I hope that the lessons learnt on Kraft/Heinz are not forgotten...

tecmo
...

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (24)

Prev | Next

Announcements

Berkshire Hathaway FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.