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

What this episode covers

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 Group⁠⁠⁠⁠⁠⁠⁠⁠⁠Discord group - ⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠Follow us:Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year:⁠https://dividendtalk.eu⁠Disclaimer: Educational content only. Not financial advice.

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How long is this episode of Dividend Talk?

This episode is 1 hour and 23 minutes long.

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This episode was published on March 29, 2026.

What is this episode about?

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...

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