The Future of Food, EVs in the Spotlight, and 3 Trends To Watch in 2022

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Business, Investing

4.3 • 3.1K Ratings

🗓️ 5 January 2022

⏱️ 26 minutes

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Summary

KFC launches a Beyond Meat version of its fried chicken in 4,000 restaurants across America. Nikola shares rise on an announced deal to sell 10 trucks (with the possibility of 90 more) to a logistics business. Emily Flippen analyzes those stories, and weighs in on Sony rolling out an electric SUV as it aspires to becoming an automaker. Then Jason Moser discusses three trends for investors to watch this year: - How Shopify, Etsy, Wayfair, and Lowe’s are approaching their own investments in “the last mile” - Semiconductors being at the center of global supply chain issues and how businesses like AMD and Marvell Technology are reacting - Tech behemoths like Apple, Alphabet, and Meta Platforms are preparing for the metaverse, but so are smaller companies like Unity Software Stocks: BYND, YUM, NKLA, TSLA, SNE, AAPL, SHOP, ETSY, W, LOW, AMD, MRVL, META, GOOG, GOOGL, U For more information on investing in semiconductor stocks: https://www.fool.com/investing/stock-market/market-sectors/information-technology/semiconductor-stocks/ Host: Chris Hill Guests: Emily Flippen, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today on Motley Full Money, we've got a closer look at some of the retailers investing
0:09.3	in the last mile, some of the tech companies investing in the Metaverse.
0:13.7	All that and more coming up right now.
0:16.4	I'm Chris Hale joined by Motley Full's Senior Analyst, Emily Flippin.
0:26.0	Thanks for being here.
0:27.0	Thanks for having me, Chris.
0:29.0	We've also got surprising automotive news from the first day of CES, but we're going to
0:33.2	begin with the future of food.
0:35.8	This morning KFC announced it will roll out a Beyond Meat version of its fried chicken,
0:41.3	nationwide, starting next Monday.
0:44.8	Shares of both Beyond Meat and KFC's parent company, Young Brands, up slightly on this news.
0:50.8	Emily, they started testing this in the summer of 2019.
0:54.2	They've been working on this for a while.
0:55.8	So you have to believe they're confident in this national launch.
1:01.2	I actually think they're not confident, Chris.
1:03.8	The reason why I say that is because when I reflect on the last quarter for Beyond Meat,
1:09.4	and the way that management talked about their food service sales, that's the sales of their
1:13.8	products in places like restaurants versus grocery stores, their feeling was actually really
1:18.9	tepid.
1:19.9	This was coming out at a time when they already had the partnership with Yum China's KFC
1:24.8	in China, as well as with chains like Panda Express.
1:28.6	So I actually think the presser is on for Beyond Meat right now because consumers and investors
	...

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