Wheat Futures Spiking

Should we find exposure?
$KC HRW Wheat Futures(MAR5) (KEmain.US)$  $Chicago SRW Wheat Futures(MAR5) (ZWmain.US)$ 

    Wheat futures have been spiking since the beginnings of this week.  The supposed cause of the hike in whet prices is India limiting the amount of wheat exports from their country. Wheat futures initially spiked when Russia invaded Ukraine. Ukraine is one of the worlds largest producers of wheat and the export of wheat from Ukraine during the war is basically haulted. This threw a monkey wrench into the supply and demand dynamics of wheat shooting its price sky high.
    There have been several US companies that are greatly effected by food commodity prices.  Some of these companies’ profits in the American food industry are closely effected by wheat futures prices.  The question is, do they pass the cost to their consumers and reap larger profits? Or do they absorb the extra cost and take a loss?
    We can look to last quarters earnings to answer this question. Last quarter these companies reported major profits due to the spike in wheat and other food commodities prices. They absolutely passed the extra cost onto their consumers.  I dont blame them.  Their earnings reports had great reactions with spikes in share price after earnings release. Not to mention that most of these companies have been rallying lately while the broader market has been in a complete bear market downturn. It is also important to note that oil companies are experiencing the same commodity price to profit correlation so they are also experiencing major profits with the spike in crude prices as well.  And always remember that oil is the main driver of inflation. When crude prices go up then basicaly all commodities prices go up.
$Teucrium Wheat Fund ETV (WEAT.US)$ 

    Above is a ticker that closely track the price action of wheat futures. Here are several companies in the food industry that have been performing exceptionally well during the market meltdown that we are in due to the hike in food commodities prices.  Most of these companies are great long term holds, consistent divident payers, regularly making higher highs, and they are heavily invested by institutions so these big boys are never going to zero.
$General Mills (GIS.US)$  $Kellanova (K.US)$  $The Kraft Heinz (KHC.US)$  $Conagra Brands (CAG.US)$  $JM Smucker (SJM.US)$  $The Campbell's Co (CPB.US)$  $Mondelez International (MDLZ.US)$  $Hormel Foods (HRL.US)$  $Hostess Brands (TWNK.US)$  $Dingdong (DDL.US)$   $Sysco Corp (SYY.US)$  $Mission Produce (AVO.US)$  $Sanderson Farms (SAFM.US)$  $Coca-Cola (KO.US)$  $PepsiCo (PEP.US)$  $Monster Beverage (MNST.US)$  $Hershey (HSY.US)$  $Tyson Foods (TSN.US)$  $McKesson (MCK.US)$  $Grocery Outlet (GO.US)$  $Archer Daniels Midland (ADM.US)$  $Flowers Foods (FLO.US)$ $McDonald's (MCD.US)$  
   If anybody has any of that i forgot to mention then please leave a comment. And remember if you do find some exposure in these rallying sectors then expect a little profit taking from time to time. So if you buy in and it goes red immediately for a few days or a week then don't worry too much. That is completely normal.
    Good Luck Trading