(ICE CREAM STOCKS) โ Explore the booming market and discover why they are becoming a smart investment choice.
Why ICE CREAM STOCKS?
According to Morgan Stanleyโs Rise of the SHEconomy, 45% of U.S. women aged 25โ44 will be single by 2030. Thatโs not a social opinion โ itโs a consumer behavior shift. Add to that the rise of โPassport Bros,โ MGTOW, and growing male loneliness (25% of U.S. men aged 15โ34 report feeling lonely a lot โ Fortune, 2025), and one thing is clear:
People are spending more time alone โ and theyโre eating ice cream.
๐จ Why Ice Cream Stocks Matter Now
- The global ice cream market will grow from $92.5B in 2025 to $111.8B by 2030, at a CAGR of ~3.9% (Mordor Intelligence).
- In North America, the market will hit $19.4B by 2033, driven by premium and plant-based offerings (MarketDataForecast).
- Artisanal brands like Ben & Jerryโs and Hรคagen-Dazs are seeing 7.9% CAGR, leading the charge in comfort and quality.
- โBen & Jerryโs alone represents ~14% of Magnumโs revenue,โ according to Reuters โ and thatโs just one brand in a basket of premium indulgence.
๐ Publicly Traded Ice Cream Stocks to Watch
- The Magnum Ice Cream Company (MICC) โ newly spun out of Unilever, controls 21% of global ice cream sales.
- Nestlรฉ (NSRGY) โ through its Froneri JV (Hรคagen-Dazs, Edyโs, Drumstick).
- General Mills (GIS) โ owns Hรคagen-Dazs outside North America; also active in plant-based desserts.
- Berkshire Hathaway (BRK.B) โ owns Dairy Queen.
- Mondelez (MDLZ) โ indirect exposure via snacks/desserts (Oreo, Belvita, etc.).
๐ง What the Data Actually Tells Us
- More single households = more individual food decisions
- Solo indulgence is resilient to recession
- Premium + plant-based = growth edge
- Health backlash is real โ but reformulation is happening
Magnum trades at a 41% EV/EBITDA discount vs Nestlรฉ and Mondelez (Reuters). That could represent value for long-term investors if health innovation keeps pace.
โ๏ธ ICE CREAM STOCKS = Cold Comfort, Real Cash Flow
From flavor innovation to functional indulgence (think probiotic pops or protein gelato), ice cream stocks represent behavioral economics at work โ not a meme, but a mood.
โ ๏ธ Disclaimer: This is not financial advice. All investments carry risk. Consult a registered investment advisor or financial professional before making any investment decisions. Do your own research, or refer to a certified fiduciary.
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