Tariffs on Canadian dairy, lumber, vehicles, seeds, and agricultural inputs are reshaping expectations for U.S. agriculture and food production stocks. With new 50% duties affecting an estimated US$20b in imports, some companies could gain from a tilt toward domestic supply, while others face higher costs and fresh uncertainty around trade. For investors watching the U.S. Domestic Agriculture and Food Producers screener, this is a moment to reassess which businesses look better positioned and which may carry more risk. This article discusses three stocks that appear positively exposed to the latest tariff shock.

Once Upon A Farm PBC (OFRM)

Overview: Once Upon A Farm PBC produces organic baby food pouches, kids meals, and snacks, focusing on clean label, USDA certified options for children and selling through major retailers, e-commerce, delivery services, and its own direct-to-consumer platform.

Operations: The company generates US$262.8 million in revenue from food processing activities, entirely within the United States.

Market Cap: US$761.4 million

Once Upon A Farm PBC sits at the intersection of premium organic kids nutrition and rising demand for U.S. made food products, which could matter more as tariffs push buyers toward domestic suppliers. The company is still reporting losses and carries a relatively high P/S multiple. Revenue growth is rapid, profitability is forecast to improve, and recent additions to major Russell and S&P indices increase visibility with institutional investors. Execution risk is real, particularly around cooler expansion, marketing spend, and reliance on external borrowing. However, index inclusion, raised sales guidance, and a growing product range aimed at everyday family use give this stock a mix of growth potential and tariff related tailwinds that many food companies lack.

Once Upon A Farm PBC is being treated as a pure growth story, but the real question is whether its balance of rapid expansion, index inclusion, and current losses stacks up in the analysis report for Once Upon A Farm PBC

Bunge Global (BG)

Overview: Bunge Global is a large agribusiness that buys crops like soybeans, softseeds, and grains from farmers worldwide, processes them into oils, meals, flours, and biodiesel, and then sells these ingredients into food, animal feed, and biofuel supply chains.

Operations: Bunge Global generates most of its revenue from Soybean Processing and Refining at about US$39.9b, Grain Merchandising and Milling at about US$25.0b, Softseed Processing and Refining at about US$15.2b, and Tropical Oils and Specialty Ingredients at about US$5.1b, partially offset by eliminations of roughly US$4.6b.

Market Cap: US$23.1b

Bunge Global sits at the heart of global food and fuel flows, and the new 50% tariffs on Canadian agricultural inputs could push more volume and pricing power toward its U.S. crushing, grain, and oilseed network. The planned Viterra merger is aimed at widening that footprint and capturing higher margin opportunities, while rising demand for renewable fuels supports its vegetable oil and biodiesel businesses. The flip side is real, with regulatory shifts, integration risk, soft spots in refined and specialty oils, and dividends that are not well covered by free cash flow. For investors the key question is how this globally diversified, battle tested operator could turn tariff disruption and renewable fuel demand into more durable cash generation over time.

Bunge Global’s tariff upside and renewable fuel exposure are only half the story; the real tension is how its cash generation stacks up against dividends and capital needs in the Bunge Global financial health report

Utz Brands (UTZ)

Overview: Utz Brands is a U.S. snack food company that makes and markets a wide range of salty snacks, from potato and tortilla chips to pretzels, pork skins, popcorn, and dips, sold under brands such as Utz, On The Border, Zapp’s, Boulder Canyon, and TGI Fridays across retail, foodservice, and direct-to-consumer channels.

Operations: Utz Brands generates about US$1.4b in revenue from manufacturing, distributing, marketing, and selling snack food products, all within the United States.

Market Cap: US$1.0b

Utz Brands sits squarely in the U.S. snacking aisle with domestic production, so tariffs that curb Canadian food imports could give its portfolio a relative edge, particularly as it leans into better-for-you products such as Boulder Canyon and new protein-based snacks. The company is still working toward consistent profitability and carries funding risk as it relies on external borrowing. Analysts see scope for earnings to improve and view current pricing as below estimated fair value. The planned sale of a 50% stake to Intersnack and planned NYSE delisting add deal certainty on one side and execution and regulatory risk on the other. This makes Utz an interesting case study in how a traditional snack business responds to trade shocks and changing consumer tastes.

Utz Brands’ tariffs edge, better for you push, and pending Intersnack deal could be masking a far more interesting setup. Get the full picture in the full narrative for Utz Brands

The three stocks in this article are only a starting point. The full U.S. Domestic Agriculture and Food Producers screen surfaces 16 more companies that carry similarly compelling tariff and domestic demand stories in the U.S. Domestic Agriculture and Food Producers screener. Use Simply Wall St to identify, filter, and analyze the specific catalysts, financial health markers, and narratives that matter most so you can focus on your highest conviction ideas in this space.

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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.