Tomorrowize™ Tasty Future Index℠

Companies revolutionizing the way food is produced, distributed, and enjoyed

The Story

The way we eat is undergoing a radical transformation. From farm to fork, companies are reimagining the food experience—making it more efficient, sustainable, and enjoyable. Consumers are craving convenience without compromise, fueling demand for third-party grocery and restaurant delivery services, advanced POS systems, and seamless ordering integrations. Meanwhile, a new wave of premium coffee, energy drinks, and zero-calorie sodas is reshaping the beverage landscape. Even pet food is getting a sustainable upgrade with organic and ethically sourced options.

But with so many exciting opportunities on the horizon, how do you make sense of it all and spot the best investment opportunities? That’s where the Tomorrowize™ Tasty Future Index℠ comes in. At Tomorrowize, we’ve done the heavy lifting—analyzing trends, crunching data, and identifying the game-changers in this evolving landscape. Ready to dive into our findings and discover the future of food? Let’s get started!

Index Perfomance

Index Inception Date: 12/11/25

Index Building Blocks

We believe in keeping things simple yet powerful when defining our investment universe. Here’s how we do it:

  1. Market: United States The U.S. is a proven hub of innovation and access to capital, making it the ideal market for capturing emerging trends. By focusing here, we gain exposure to cutting-edge developments while minimizing geopolitical and regulatory risks.
  2. Market Capitalization: $1 Billion+ While we monitor all emerging trends, we prioritize those with the potential for significant impact. By focusing on companies with a market cap of $1 billion or more, we get exposure to companies that are small and yet liquid enough.
  3. Number of Companies: 3+ Diversity is key. To mitigate risk, we select at least three companies for every thematic index, ensuring our investments are well-balanced without over-concentrating in one area.
  4. Themes: We are looking for companies operating and innovating within the food industry. We follow many themes and work hard not to miss new emerging opportunities.
  5. Profitability We take trends seriously once they demonstrate a validated product-market fit. By focusing on profitable companies, we steer clear of hype and invest in businesses poised for sustainable growth.
  6. Supply Chain: Final Products and Their Enablers During a gold rush, sell shovels. We target companies directly executing on a trend or enabling others to do so. This approach helps us benefit from the trend without relying on speculative downstream dependencies.
  7. Valuation We spend considerable amount of time figuring out potential of existing and new investment opportunities. We are willing to act and remove the companies from the index once market valuation fully reflects that potential.
  8. Long holding periods We expect constituents to stay in the index for a number of years. It takes time for a company to grow and for the market to reflect its full potential.

By sticking to these principles, we navigate emerging trends with confidence, precision, and the foresight to maximize returns.

Themes

We constantly monitor and enlarge our collection of emerging trends. Let’s delve deeper into the most promising themes shaping the future of food.

1. The Evolving Eatery Landscape

We’re not just talking about fancy restaurants. This trend encompasses the entire spectrum of dining experiences, from the explosion of healthier quick-service restaurants (think chicken, Mexican fast-casual, and salad/bowl concepts) to the enduring appeal of high-quality pizza and the ever-popular coffee, energy drink, and smoothie chains. The common thread? Consumers are demanding more flavor, convenience, and healthier options, forcing restaurants to innovate and adapt.

2. The Digital Diner

This is where technology meets taste buds! From third-party restaurant delivery platforms that bring your favorite meals to your doorstep to integrated POS and restaurant management systems that streamline operations, digital solutions are transforming how we order, pay, and experience dining. It’s all about creating seamless, efficient, and personalized experiences for both restaurants and customers.

3. Grocery Reimagined

The days of the weekly grocery store slog are numbered. Whether it’s third-party delivery services bringing fresh produce to your doorstep or retailers developing their own delivery networks, the way we shop for groceries is undergoing a radical transformation. Convenience, personalization, and access to a wider range of products are the driving forces behind this trend.

4. Plant-Powered Revolution

The plant-based movement is no longer a niche trend; it’s a full-blown revolution. From oat-based milk alternatives that rival traditional dairy to craveable plant-based meat substitutes, consumers are increasingly embracing plant-forward diets. The demand for healthier and more sustainable options is fueling innovation and growth in this sector.

5. The Conscious Consumer

This trend encapsulates the growing demand for products that align with consumers’ values. Think organic groceries, low-calorie non-alcoholic drinks (a guilt-free indulgence!), low-carb, high-protein snacks for health-conscious consumers, and even organic pet food for our furry companions. It’s all about making informed choices and supporting brands that prioritize health, sustainability, and ethical practices.