# Eps 289: Is the Food Business Still Going to Pay Growing Dividends?

Page: https://stenobird.com/podcast/dividend-talk-939974/eps-289-is-the-food-business-still-going-to-pay-growing-dividends
Text version: https://stenobird.com/podcast/dividend-talk-939974/eps-289-is-the-food-business-still-going-to-pay-growing-dividends.md
Podcast: [Dividend Talk](https://stenobird.com/podcast/dividend-talk-939974)
Published: 2026-03-29T12:08:03+00:00
Episode link: https://podcasters.spotify.com/pod/show/dividend-talk/episodes/Eps-289-Is-the-Food-Business-Still-Going-to-Pay-Growing-Dividends-e3h4cqu
Audio file: https://traffic.megaphone.fm/APO8546161441.mp3
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JSON: https://stenobird.com/v1/public/podcasts/dividend-talk-939974/episodes/eps-289-is-the-food-business-still-going-to-pay-growing-dividends
Duration seconds: 4989

## Resource

Consumer staples are in defensive mode and this week's news explains why. We dig into the M&A wave reshaping the food sector: the failed Unilever/Kraft Heinz merger talks, Unilever's potential sale of its food assets to McCormick, and Danone's acquisition of Huel. Is traditional food still a reliable source of growing dividends? Also in the news: the proposed Pernod Ricard/Brown-Forman merger of equals, the Italian antitrust probe into Edenred, and the landmark social media addiction lawsuit finding Meta and Google liable for the negligent design of Instagram and YouTube. Listener Q&A: profits on Shell and BP, buy opportunities in ADP, RELX and Auto Trader, T. Rowe Price outflows, and quick takes on WATSCO, Cairn Homes, Nedap NV, Petrobras, Vale, and Microsoft. 💬 Find us on Discord or Facebook — and leave a rating if you enjoy the show. Join us : Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠ Discord group - ⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠ Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠ Become a Premium Member for just 129 Euros a year: ⁠https://dividendtalk.eu⁠ Disclaimer: Educational content only. Not financial advice.

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## Transcript

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