Eps 289: Is the Food Business Still Going to Pay Growing Dividends?

Eps 289: Is the Food Business Still Going to Pay Growing Dividends?

From Dividend Talk by Dividend Talk

March 29, 2026 · 1h 23m · Season 289 · Episode 4

About this episode

The episode discusses the current state of the food business and its potential for growing dividends amidst recent M&A activity and market challenges.

Consumer staples are in defensive mode and this week's news explains why. We dig into the M&A wave reshaping the food sector: the failed Unilever/Kraft Heinz merger talks, Unilever's potential sale of its food assets to McCormick, and Danone's acquisition of Huel. Is traditional food still a reliable source of growing dividends? Also in the news: the proposed Pernod Ricard/Brown-Forman merger of equals, the Italian antitrust probe into Edenred, and the landmark social media addiction lawsuit finding Meta and Google liable for the negligent design of Instagram and YouTube. Listener Q&A: profits on Shell and BP, buy opportunities in ADP, RELX and Auto Trader, T. Rowe Price outflows, and quick takes on WATSCO, Cairn Homes, Nedap NV, Petrobras, Vale, and Microsoft. 💬 Find us on Discord or Facebook — and leave a rating if you enjoy the show. Join us : Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠ Discord group - ⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠ Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠ Become a Premium Member for just 129 Euros a year: ⁠https://dividendtalk.eu⁠ Disclaimer: Educational content…

People in this episode

Host: Dividend Talk

Topics covered

Keywords

Mentioned in this episode

Organizations: Unilever, Kraft Heinz, McCormick, Danone, Huel, Pernod Ricard, Brown-Forman, Edenred, Meta, Google

Products: Instagram, YouTube

More episodes of Dividend Talk

Explore listener stats, chart rankings, contacts and more on the Dividend Talk podcast page.