The new 50% tariff on certain Canadian imports is shaking up cross border trade, and that can ripple through everything from farm exports to grocery shelves. Missouri and other Canada reliant states sit right in the path of this policy change, while sectors like U.S. dairy could see a different set of pressures and openings if trade barriers shift. For investors, the key question is which companies might benefit and which face higher uncertainty. This article looks at three U.S. dairy industry stocks that appear positively exposed to the news and explains what to watch before deciding how to respond.

Village Farms International (VFF)

Overview: Village Farms International is a North American grower that uses large scale greenhouses to produce tomatoes, bell peppers, cucumbers and cannabis, which it sells through supermarkets, fresh food distributors and licensed cannabis channels in Canada, the U.S. and the Netherlands.

Operations: The company reports US$174.2 million of revenue from its Cannabis Canada segment, with an additional US$52.3 million segment adjustment.

Market Cap: US$219.4 million

Village Farms International stands out in the current tariff debate because it runs a mix of U.S. and Canadian greenhouse capacity and has publicly outlined how it could shift more produce to its Texas facilities if cross border costs rise. That flexibility, together with its cannabis business in Canada and Europe and its move into higher value products such as gummies and vapes, provides several ways to respond if trade rules change. At the same time, investors need to weigh exposure to trade policy, regulatory risk in cannabis markets and recent equity issuance, which can dilute existing holders. Investors watching how the dairy and broader food supply chain might evolve under new tariffs may wish to examine Village Farms International more closely.

Village Farms International looks like a classic “flexibility story” with its ability to shift production and focus on cannabis and higher value products. To see how this plays through in the numbers, start with the analysis report for Village Farms International

BRC (BRCC)

Overview: BRC, known for its Black Rifle Coffee brand, buys, roasts and sells coffee alongside branded apparel, brewing equipment and outdoor gear, with customers reached through wholesale partners, its own outposts, direct to consumer channels and e commerce sites across the United States.

Operations: BRC generates US$417.5 million in revenue entirely from its Consumer Products Business in the United States.

Market Cap: US$254.5 million

BRC stands out in this dairy focused context because some of its coffee and ready to drink products use milk and creamers, so any shift in U.S. dairy demand linked to Canadian tariffs could influence product costs and assortment. The company is already working through higher import related input costs and tariffs on green coffee, while also using productivity gains, a richer product mix and recent price increases to protect margins. Investors weighing the stock today are getting a consumer brand with growing retail distribution, stronger coffee and energy drink positioning and index inclusion, but also an unprofitable business with a short cash runway, funding risk and exposure to commodity and trade policy swings that could cut both ways.

BRC’s brand reach and retail rollout are accelerating, yet the full risk reward picture is not obvious from headlines. Before you decide where it fits in your portfolio, read the 2 key rewards and 2 important warning signs (1 is major!)

Once Upon A Farm PBC (OFRM)

Overview: Once Upon A Farm PBC produces and sells USDA certified organic baby food pouches, meals and snacks aimed at childhood nutrition, offering fruit and vegetable blends, smoothies, frozen meals and soft baked bars through supermarkets, e commerce and direct to consumer channels.

Operations: The company generates US$262.8 million in revenue from Food Processing, all from customers in the United States.

Market Cap: US$662.1 million

Once Upon A Farm PBC provides exposure to the push for organic, clean label kids nutrition, with distribution already across more than 25,000 doors and household penetration well below larger competitors, which leaves room for further adoption. Recent index additions into multiple Russell benchmarks and the S&P Global BMI can support liquidity. Raised 2026 net sales guidance and strong recent revenue growth underline how cooler rollouts and new protein focused pouches and snacks are gaining traction. On the other hand, there is meaningful funding risk, a history of net losses and cooler related trade spend that pressures margins, so the stock also carries valuation and execution risk that you need to understand before deciding whether it belongs in your portfolio.

Once Upon A Farm PBC’s rapid rollout and index inclusion suggest the story is still forming, yet many investors may be missing where expectations stand today. See the analyst forecasts for Once Upon A Farm PBC to understand what the market might be hinting at next.

The three U.S. dairy related stocks in this article are only a starting point, since the full screener identifies 13 more companies with equally compelling narratives across producers, processors and suppliers in the space through the U.S. Dairy Industry Stocks screener. Use Simply Wall St to identify and analyze the specific catalysts and company narratives that matter to you so you can focus on the highest conviction opportunities in the U.S. dairy industry.

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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.