UBS says the era of cheap food is over. WarrenAI picks the best stocks to play it
Investing.com reports UBS says the “cheap food” era is ending, citing rising input costs and a rotation toward fertilizer and grocery retailers. It highlights CF Industries (CF) with 20% revenue growth and 8.5x P/E, and Ahold Delhaize (AD) with 3.9% dividend and 28.9% fair-value upside. It also notes K+S raised full-year EBITDA guidance after a 60% Q2 earnings jump.


