RFK Is Coming For Your Label

The Food & Beverage (F&B) industry is no stranger to volatility. Over the past several years, companies have contended with inflation, shifting consumer preferences, supply chain dislocations, and now, the disruptive rise of appetite-suppressing drugs like Ozempic. Each shock has forced players to rethink innovation pipelines, cost structures, and go-to-market strategies.

Now, a new wave of disruption is coming from Washington, D.C.

Following Donald Trump’s re-election in November 2024, Robert F. Kennedy Jr. was appointed Secretary of Health and Human Services—a move that sent ripples through equity markets and triggered a selloff in major food and beverage stocks. Kennedy’s well-publicized crusade against processed foods, synthetic additives, and industry influence has industry executives bracing for a fundamental regulatory shift.

Kennedy can’t unilaterally rewrite laws—but as HHS Secretary, he holds considerable sway. His influence over the FDA, USDA, and national dietary guidelines could reshape how food is produced, marketed, and sold across the country.

What’s at stake isn’t just policy. It’s portfolio construction, brand strategy, and dealmaking in the F&B sector.

Read the full article here.

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