These challenges are linked to financial impacts including increasing healthcare costs, productivity losses, and regulatory pressures, leading to significant risks for investors. Public policy developments such as sugar taxes, marketing restrictions, limits on the inappropriate use of antibiotics, and shifting consumer preferences directly affect corporate revenue streams, underscoring the materiality of this theme for corporate profitability and investor returns.
This report aims to help investors in assessing food sector risks and opportunities, and offers investor engagement guidance on health-related issues in the food sector, enabling investors to drive meaningful stakeholder engagement across the key themes:
- Pricing and Affordability
- Sales and Targets
- Marketing and Advertising
- Product Reformulation and Innovation
- Governance and Strategy
- Risk Management