Las Guías Dietéticas de los Estados Unidos para el año 2025 y la reestructuración de las inversiones en el sector alimentario: Oportunidades en proteínas, productos lácteos y alimentos integrales

The 2025–2030 U.S. Dietary Guidelines, unveiled under the Trump administration, mark a seismic shift in federal nutrition policy. By prioritizing high-quality protein, full-fat dairy, and healthy fats while de-emphasizing whole grains and processed foods, these guidelines are poised to reshape consumer behavior, industry demand, and stock valuations across the food and agriculture sectors. For investors, this represents a unique opportunity to capitalize on structural changes in dietary habits and supply chains.

A New Food Pyramid: Protein and Dairy at the Forefront

The inverted food pyramid introduced in the 2025 guidelines places protein, dairy, and healthy fats at the top, with vegetables and fruits closely aligned, while whole grains are relegated to the bottom. This reflects a stark departure from prior recommendations, which emphasized low-fat dairy and carbohydrates. The guidelines now advocate for 1.2–1.6 grams of protein per kilogram of body weight daily-nearly double the previous standard-and recommend three servings of full-fat dairy per day, including whole milk, yogurt, and cheese.

This shift is already driving demand for protein-rich and dairy-based products. A 2026 survey of 5,000 Americans revealed that 55% of respondents now consider cheese a primary protein source, while 78% purchase dairy products on every grocery trip. The emphasis on protein aligns with broader health goals such as weight management and energy optimization, with 57% of consumers planning to prioritize protein in 2026.

Market Implications: Winners and Losers in the Food Sector

The guidelines' focus on whole foods and animal-based proteins is creating clear winners and losers in the market. Companies producing processed foods, refined grains, and sugar-sweetened beverages face headwinds, while those supplying high-protein and full-fat dairy products are gaining traction.

Protein Sector:
Tyson Foods, a major player in the protein space, reported a 4.8% year-over-year sales increase in Q4 2025, driven by strong performance in its chicken segment, which generated $457 million in adjusted operating income. The company anticipates $1.25–1.5 billion in chicken segment operating income for 2026, reflecting sustained demand for animal protein. Conversely, the beef segment faces challenges, with a $94 million operating loss in Q4 2025, underscoring the need for strategic adjustments in production.

Dairy Sector:
Cal-Maine Foods, a leading egg producer, reported a 9.0% increase in shell egg sales in Q4 2025, with net income reaching $342.5 million, or $7.04 per diluted share. The company's success stems from strong consumer demand and proactive production expansion. Meanwhile, Lifeway Foods, a kefir producer, projects 2025 net sales of $211–212.5 million, driven by the guidelines' emphasis on fermented, protein-rich dairy products.

Whole-Foods and ETFs:
The guidelines' push for minimally processed foods is also boosting whole-foods ETFs. The First Trust Nasdaq Food & Beverage ETF (FTXG) has a P/E ratio of 18.57, slightly above the category average, reflecting investor confidence in the sector. The Global X AgTech & Food Innovation ETF (KROP) and iShares MSCI Agriculture Producers ETF (VEGI) are also gaining traction as investors seek exposure to agricultural innovation and sustainable practices.

Consumer Behavior and Market Share Shifts

Quantified shifts in consumer behavior further validate the investment thesis. The global high-protein food market is projected to reach $117 billion by 2034, with a 8.4% compound annual growth rate (CAGR). Protein snacks alone are expected to grow at a 7.0% CAGR, reaching $42 billion by 2034. In the dairy sector, cottage cheese sales surged 26.2% in value and 29.4% in volume over the past year, while kefir saw 37.1% value growth.

Conversely, the plant-based food market, once a darling of the health sector, is struggling. U.S. plant-based milk holds 14% of total milk sales, but plant-based meat and seafood sales declined 4% and 5% in 2024, respectively, due to affordability challenges and shifting consumer preferences. This trend underscores the dominance of conventional protein and dairy sources in the post-2025 landscape.

Strategic Entry Points for Investors

For investors, the key lies in targeting companies and ETFs aligned with the new dietary paradigm. Tyson Foods and Cal-Maine Foods offer direct exposure to high-demand protein and dairy markets, while ETFs like FTXG and KROP provide diversified access to the broader food and agriculture sectors. Additionally, companies innovating in fermented foods (e.g., Lifeway) and sustainable agriculture stand to benefit from the guidelines' emphasis on gut health and whole-foods consumption.

However, risks remain. Critics argue the guidelines may overstate the benefits of animal protein and saturated fats, potentially leading to regulatory or scientific pushback. Investors should monitor these debates while focusing on the immediate demand tailwinds.

Conclusion

The 2025 U.S. Dietary Guidelines represent more than a policy update-they signal a fundamental reorientation of American eating habits. By prioritizing protein, dairy, and whole foods, the guidelines are creating a fertile ground for growth in the agribusiness and food sectors. For investors with a long-term horizon, strategic entry into these high-growth areas offers compelling returns, supported by robust consumer trends and favorable industry dynamics.