The new EU US trade agreement has reshaped the playing field for American agricultural and fishery exporters, especially where tariffs on products like lobsters and other food exports are being reduced or removed. Preferential access to European markets could change revenue mix, pricing power, and risk profiles for selected US exporters, while safeguard clauses and higher baseline tariffs keep uncertainty in the picture. This article walks through three stocks from the US Agricultural and Fishery Exporters screener that are directly exposed to this news, and explains how each might be positioned as a potential beneficiary under the new rules.

Village Farms International (VFF)

Overview: Village Farms International produces greenhouse grown vegetables and cannabis, selling tomatoes, peppers, cucumbers and branded cannabis products across North America and the Netherlands, while also operating a smaller clean energy and power segment.

Operations: The company reports US$174.2 million in revenue from its Cannabis Canada segment, alongside a US$52.3 million segment adjustment.

Market Cap: US$224.0 million

Village Farms International offers exposure to controlled-environment agriculture and cannabis at a time when EU market access could matter more for US-based growers, thanks to reduced tariffs on agricultural exports. The company has recently moved into consistent profitability with what are described as high quality earnings, is ramping new cannabis capacity in Canada and the Netherlands, and has greenhouse assets in Texas that management expects could benefit if tariffs reshape import competition. On the other hand, funding relies heavily on higher risk borrowing and there has been recent insider selling, which places governance and liquidity firmly on the checklist for any investor looking at VFF in detail.

Village Farms International’s shift to consistent profitability and EU tariff tailwinds could be masking a very different risk reward picture, so it is worth scanning the 5 key rewards and 1 important warning sign

Duckhorn Portfolio (NAPA)

Overview: Duckhorn Portfolio produces and sells premium California focused wines across a collection of brands, from Duckhorn Vineyards and Decoy to Kosta Browne, selling through distributors, retailers and directly to consumers across North America.

Operations: Duckhorn Portfolio generates US$425.9 million in revenue from alcoholic beverages.

Market Cap: US$1.6b

Duckhorn Portfolio gives you exposure to premium US wine exports at a time when the new EU US trade agreement removes tariffs on many American agricultural products, which could make its wines more competitive in Europe. The company is valued at a P/E that sits between its own estimated fair value and the broader beverage industry, while analysts expect earnings growth and steady revenue expansion. At the same time, recent margin pressure, dilution, share price volatility and funding that leans on higher risk external financing mean the quality of any growth matters. For investors, the core question is whether tariff relief and a broader distribution footprint can offset these concerns and support a more attractive long term profile.

Duckhorn Portfolio’s premium wine story, tariff relief and current P/E raise a bigger question: how do the strengths and pressure points fit together in one picture of quality and risk in the analysis report for Duckhorn Portfolio

Bunge Global (BG)

Overview: Bunge Global is a global agribusiness and food company that buys, processes, and sells crops like soybeans, softseeds, grains, and specialty oils for food, animal feed, and biofuels, linking farmers to major demand centers around the world.

Operations: Bunge Global generates US$39.9b in revenue from Soybean Processing and Refining, US$15.2b from Softseed Processing and Refining, US$25.0b from Grain Merchandising and Milling, and US$5.1b from Tropical Oils and Specialty Ingredients, partly offset by US$4.6b in eliminations and a small segment adjustment.

Market Cap: US$22.5b

Bunge Global stands out in this agricultural exporters screener because it combines a sizeable global processing and trading platform with a direct link to the new EU tariff relief on US farm products. It is also integrating the Viterra acquisition to widen its reach and potential cost synergies. The company is targeting higher earnings over time, supported by strong cash generation and a higher dividend payout. At the same time, investors still have to weigh a high P/E ratio, earnings that recently declined, and reliance on higher risk borrowing and heavy capex. For anyone following how trade flows, biofuel demand and Viterra integration could affect Bunge Global’s margin profile, there is more to consider than headline growth forecasts alone.

Bunge Global’s scale, Viterra deal and tariff relief story can look straightforward, yet the real tension sits between growth plans and borrowing risks, which is why the analysis report for Bunge Global stops the story from being too simple

The three stocks covered here are only the starting point, as the full US Agricultural and Fishery Exporters screener surfaces 8 more companies with equally interesting combinations of EU exposure, product focus and financial profiles in the US Agricultural and Fishery Exporters screener. With Simply Wall St, you can identify and analyze the specific catalysts and narratives discussed here, from tariff sensitivity to balance sheet strength, so you can focus on the highest conviction ideas in this theme.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.