Supply Change Capital’s Post

What I learned this week…. We have spent the last 70 years scaling low-cost calories. Ending famine. To reduce healthcare costs, is it now time for affordable nutrition: calories + nutrients? In a sense, we primarily source our nutrition from grocery retail. In the form of cheap calories. However, grocery stores could alter their form factor by focusing on nutrition and preventive healthcare. Get rid of the dry goods in the center of the store. But is grocery the right form factor? If grocery retail never existed, how would we access nutrition in the modern economy? Would meals-ready-to-eat have evolved 100 years ago? 1) "Every society is three meals away from chaos" Lenin. Food is Health and Food is National Security (Kip Tom) 2) Would it be unethical to engineer addictive traits in healthy regenerative food? Taste is one example, but perhaps other micronutrients? (Erin W. Martin) 3) Natural GLP: A fiber readily found in oats and barley, called beta-glucan, can control blood sugar and assist in weight loss among mice fed a high-fat diet. (Casey Means, MD) 4) Someone tweeted that Corn is 2 cents of a $4.5 bag of Fritos. I'm not sure that this is true, but in high-income countries, farmers receive, on average, 16–38% of consumer expenditure on food. Is there an opportunity to realign how consumers access nutrition? Reducing cost and improving efficiency? Especially if consumers are willing to pay more for affordable nutrition over cheap calories. (Robert Emerson) 5) What is the biggest fast-food franchise in America? Our nation’s 100k+ public school lunch rooms. Subway, McDonalds, Burger King, and Wendy’s together is < 50% the size of public schools. Is what we feed children a form of poor health education? (Robert Lustig) 6) For primary care alone, the US will be short more than 40,000 doctors by 2030. Hiring more quality control inspectors did not achieve Six Sigma manufacturing. Do you need more doctors for prevention? If innovation delivered affordable nutrition, would we eliminate the need for more primary care? Should the Food System take market share from primary care? (Ellen Brown) 7) Prediction markets are back. Polymarket nailed Biden's exit and is doing well at forecasting the election and movements within the election. Recall that the “Prediction Market” DARPA effort was shut down in the early 2000s over fears it would be used for predicting political assassinations. Is there is an opportunity to use prediction markets to gauge latent consumer demand? (Robin Hanson) 8) If you invented the motorcycle today, could you persuade the market to adopt it and regulators to allow it? If you created ultra-processed foods today, would the FDA allow it?

The great UPF debate   If you didn’t catch this month's webinar from The Grocer it's worth a watch. For me, the main take out ultimately boils down to a need for greater education and understanding.   Here's three key take outs that helped challenge my thinking:   1. It ain't all bad... We need to recognise that not all 'processing' is bad, and often it can actually offer added health benefits, like enriched nutrients. Indeed many foods, like yogurt or plant based, rely stabilizers and fortification for safety and nutrition, but this doesn’t make them unhealthy.   2. A re-focus on input not process... It's not always the fact it's undergone a 'process' per-se, rather it's the ingredients used in that process that we need to concern ourselves with. Take bread fermentation as an example, yes it requires a 'process' but it can be done with high quality ingredients. And there are plenty of 'good' ingredients out there.    3. We need to be mindful of other consumer priorities too.... Processing often boosts convenience and shelf-life and allows for easy prep / ready to eat formats – all top priorities for today’s consumers. Challenger brands are sparking fresh conversations, but it’s essential that health-conscious options remain accessible to all, not just those with the time and means to investigate.   So where do we go from here? Let’s focus on clear, nuanced definitions of UPFs and empower people to make informed choices. #Nutrition #FoodIndustry #ConsumerHealth #UPFDebate

A report from Nutiani, Fonterra's nutrition solutions brand, reveals that 65% of consumers plan to improve their #diets for better #health despite rising prices. The survey, which included 2,500 respondents from China, Japan, South Korea, the U.K., and the U.S., shows that 67% prioritize #wellness. Consumers increasingly seek scientifically proven "better-for-you" products, with 60% citing health concerns as a top issue, up from 55% in 2021. As health-oriented food becomes standard, #consumers are budgeting carefully, focusing on essential nutrition despite financial constraints.

🌟 CLIENT SUCCESS: ACTIONABLE INSIGHTS TO DRIVE STRATEGY FORWARD 🌟 Discover how our collaboration helped Lantmännen Unibake gain valuable consumer insights in relation to baked goods to drive their Health & Nutrition Journey forward. 🚀 The research findings are utilised both in new product development and as supporting arguments in conversations with relevant internal and external stakeholders, enabling Lantmännen Unibake to launch 30 new, healthier products with higher nutritional value, and reformulate many existing recipes. 🍞 Explore the full case here: https://lnkd.in/dydmtNHk #marketresearch #usageandattitudesstudy #concepttesting #strategicinsights #successstory #getcloser

A report from Nutiani, Fonterra's nutrition solutions brand, reveals that 65% of consumers plan to improve their #diets for better #health despite rising prices. The survey, which included 2,500 respondents from China, Japan, South Korea, the U.K., and the U.S., shows that 67% prioritize wellness. #Consumers increasingly seek scientifically proven "better-for-you" products, with 60% citing health concerns as a top issue, up from 55% in 2021. As health-oriented food becomes standard, consumers are budgeting carefully, focusing on essential nutrition despite financial constraints.

Ninety percent of the calories we eat come from just fifteen crops! 🌽🥔🍞 This lack of variety in our diets leads to chronic health issues. Legacy foodservice providers contribute to this problem by creating billions of meals each year mostly using the same cheap ingredients. Meanwhile, delivery marketplaces predominantly feature chain restaurants that invest heavily in advertising. 💸📈 This leads us to repeatedly choose the same few options. Parkday offers a better way. We connect companies with a wide range of unique and nutritious food options that go beyond the usual choices. By working with diverse local suppliers, Parkday helps you discover meals that are not just tasty but also tailored to improve your health. 🍊🥦🍌🍎 Interested in how we make healthier choices easier? Visit our recent blog to get insights from Parkday's Head of Nutrition Hannah Kittrell and learn how you can diversify your diet for better health. https://lnkd.in/d8Adfkum

These companies (Mead Johnson, Nestle, Abbott Labs, Kraft, Beech-nut etc... time and time again have proved profit over consumer health. There is only one proven path to vibrant health and that is whole functional foods. In the face of consumer demand for healthier foods, food companies try desperately to formulated packaged foods to sell to the public to make them healthier, but they are still just that packaged fractionated fortified Convenience foods- they are not whole food. Let's love towards that end. https://lnkd.in/dGnE7Kqf #cuttothechasenutrition #childrenshealth #parentmodeling #foundationalhealth #onesimplechange

ZOE Secures $15M to Expand US Market and Fight Ultra-Processed Food - HIT Consultant #ZOE Secures Funding for US Expansion and Anti-Ultra-Processed Food Efforts #Funding Announcement ZOE, a healthcare IT company, has secured $15M in funding to expand its presence in the US market and combat the consumption of ultra-processed foods. #Mission ZOE's mission is to utilize technology to promote healthier eating habits and reduce the prevalence of ultra-processed foods in society. #Technology Solutions ZOE offers innovative technology solutions that help individuals make better food choices based on their unique biology and dietary needs. #US Market Expansion With the new funding, ZOE plans to expand its reach in the US market and increase awareness of the impact of ultra-processed foods on health. #Impact By ai.mediformatica.com #health #nutrition #community #miion #better #betterhealth #data #funding #market #research #technology #digitalhealth #healthit #healthtech #healthcaretechnology @MediFormatica (https://buff.ly/3SuJI3m)

If there’s one trend we can get behind, it’s the “better for you” renaissance! 💪 🌍 As advancements continue in terms of nutrition and consumers are embracing smarter choices for their well-being and the planet, the opportunities for this movement are endless! But what exactly is the “better for you” movement and what are some of the tips we need to look out for? To read the full article by Food Dive, click here: https://lnkd.in/eFisPDi7 #GlifeSG #GlifeTechnologies #BetterForYou #WellnessRevolution #SustainableLiving

It’s a fabulous work by ATNi. Primary takeaway is not that food products sold in Low and middle income countries (LMICs) are less healthy than those in high income countries. While all human life are undoubtedly equal, this comparison gets irrelevant when it comes to ability of consumers to afford nutrition and ability of brands to offer nutrition with business economics. Crucial takeaway however, is that economic toll of undernutrition is now equal to overweight/obesity 😱 In LMICs particularly, cost of obesity on human life will fast overtake that from undernutrition. Processed food consumption is only going to rapidly grow in LMICs. Problem is not compounding because of entry of multinational F&B companies into these regions. It is deeply escalating because of domestic F&B companies strategy and ability to occupy shelf space with “relatively” unhealthier products to lower-income consumers. We all know that there is nothing like affordable nutrition. Nutrition comes at a cost. Question is - who will bear this cost ? In age of social media, restricting marketing is regressive. Particularly in LMICs, responsible marketing needs to be redefined and approach of multinational F&B companies on marketing in LMICs needs reconditioning.    Under these given, in relative world, one active and capitalistic way is #labelling and ingredients transparency + open marketing to all age groups for consumers to make informed choice. Else, for-profit-only domestic F&B companies and mis-informed and biased social media influencers is more than likely to propel growth of obesity. #marketing #nutrition #affordablenutrition #massmedia #marketingtochildren #ingredientsreputation #influencermarketing #socialmedia ATNi (Access to Nutrition initiative) Nestlé Mars Ferrero Abbott Reckitt PepsiCo The Coca-Cola Company Conagra Brands Kellanova General Mills Danone Mondelēz International The Hershey Company Unilever Kraft Heinz pladis Global FSSAI Publication Grupo Bimbo https://lnkd.in/g8ufxdyS