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Real Food '26: Eggs, Cheese & Other Dairy
12 tickers · $358.23B total market cap
Group: Real Food
Real Food '26: Eggs, Cheese & Other Dairy tracks 12 publicly listed stocks in this theme: 2269.T, BRBR, CALM, DANOY, FSF.NZ, GLB.LSE, KRZ.IR, LWAY, NESN.SW, SAP.TO, UNBL.PA, VITL. See the constituent table for details.
Constituents
Build 20260415T080833
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Nestlé S.A.NESN.SW | 02/19/2026 (AMC) | — | -0.74% | — | -2.83% | — | $261.64B | 3.0000 |
Danone S.A.DANOY | 02/20/2026 (BMO) | — | 0.00% | — | -8.03% | — | $50.96B | 10.0000 |
Kerry Group plcKRZ.IR | 02/17/2026 (AMC) | — | — | — | — | — | $12.69B | 6.0000 |
Saputo Inc.SAP.TO | 02/05/2026 (AMC) | 06/04/2026 (AMC) | 0.75% | — | -7.51% | — | $11.73B | 10.0000 |
Meiji Holdings Co., Ltd.2269.T | 02/12/2026 (BMO) | 05/07/2026 (BMO) | 0.68% | — | -4.69% | — | $6.56B | 5.0000 |
Glanbia plcGLB.LSE | 02/25/2026 (AMC) | — | -3.15% | — | -2.38% | — | $4.93B | 14.0000 |
Cal-Maine Foods, Inc.CALM | 04/01/2026 (BMO) | 04/01/2026 (BMO) | -4.58% | -1.33% | 4.89% | -3.25% | $3.58B | 6.0000 |
Unibel S.A.UNBL.PA | 02/26/2025 | — | -1.07% | — | 35.62% | — | $2.95B | 8.0000 |
BellRing Brands, Inc.BRBR | 02/03/2026 (AMC) | 05/04/2026 (BMO) | -6.70% | — | -20.53% | — | $1.83B | 18.0000 |
Vital Farms, Inc.VITL | 02/26/2026 (BMO) | 05/07/2026 (BMO) | -14.93% | — | -39.54% | — | $571.2M | 4.0000 |
Fonterra Shareholders FundFSF.NZ | 09/29/2025 | — | — | — | — | — | $402.4M | 8.0000 |
Lifeway Foods, Inc.LWAY | 03/17/2026 (AMC) | 05/18/2026 (AMC) | -7.23% | — | 39.04% | — | $377.5M | 8.0000 |
| Average | -3.70% | -1.33% | -0.60% | -3.25% | $29.85B | 8.3333 | ||
| Median | -2.11% | -1.33% | -3.76% | -3.25% | $4.26B | 8.0000 | ||
| Std Dev | 4.66% | 0.00% | 22.26% | 0.00% | $71.15B | 4.0893 | ||
| Min | -14.93% | -1.33% | -39.54% | -3.25% | $377.5M | 3.0000 | ||
| Max | 0.75% | -1.33% | 39.04% | -3.25% | $261.64B | 18.0000 | ||
| % Positive Tickers | 20.00% | 0.00% | 30.00% | 0.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.