Jan. 4 at 11:38 AM
The January Food Industry Watchlist
Food and Beverage enters the 2026 spotlight this week. Guidance season kicks off with the ICR Conference (Jan 12-14) and Winter Fancy Food Show (Jan 11-13). Here are 4 tickers with major catalysts:
$USFD — US Foods Holding. Fireside chat at ICR on Jan 12. Management will discuss 2026 margin expansion and efficiency gains. Distribution plays are a key sector rotation theme.
$UNFI — United Natural Foods. High rank heading into the year. Presenting transformation results at ICR. Consolidating near highs with massive projected EPS growth for fiscal 2026. Watch for a guidance raise.
$BYND — Beyond Meat. Winter Fancy Food Show is the typical stage for platform innovation. Market is looking for revenue turnaround confirmation following their heart-healthy pivot.
$VITL — Vital Farms. ICR presentation on Jan 12. Targeting a
$1 billion sales milestone with infrastructure expansion. Strong momentum in the natural foods category.
