Flowers Foods (FLO) was founded in 1919 and has grown to become the second-largest producer of packaged bakery foods in the country with over 40 operating bakeries. The company primarily sells breads, buns, rolls, tortillas, and snack cakes, and some of its key brands include Nature’s Own (the number one bread in the U.S.), Tastykake, Wonder Bread, Whitewheat, Dave’s Killer Bread, and Canyon Bakehouse. Flowers Foods also bakes store-branded generic products.The vast majority of the company's sales are in fresh breads and rolls, with snack foods and frozen products making up the rest of revenue. Approximately 85% of Flowers’ sales last year were Direct Store Delivery, in which fresh products are delivered directly to customers (supermarkets, mass merchandisers, restaurants, etc.) [...]

Founded in 1969, Sysco (SYY) is the largest global distributor of food, essentially acting as a middleman between food producers and retail consumers. The company provides food products and related services to more than 600,000 customer locations, including restaurants (62% of sales), healthcare facilities (9%), schools and governments (8%), hotels and travel companies (8%), and other foodservice customers (13%). The products Sysco sells are diversified as well and include fresh and frozen meats (20% of revenue), canned and dry products (17%), frozen fruits, vegetables, and bakery items (15%), poultry (10%), dairy products (10%), fresh produce (8%), paper products (7%), seafood (6%), beverages (3%), janitorial products (2%), equipment (1%), and medical supplies (1%).

In business since 1905, C.H. Robinson (CHRW) is one of the largest third-party logistics companies in the world. The firm acts as a middleman in the transportation industry, helping connect companies that need to ship goods with cost-effective transportation providers that have capacity available via trucks, railroads, airlines, and ships. C.H. Robinson doesn’t own hard transportation assets such as trucks and is instead a service company that utilizes people and technology to create transportation and supply chain advantages for its customers. The company has more than 124,000 customers and maintains relationships with over 76,000 carriers and suppliers, who it purchases shipping capacity from on behalf of its customers. C.H. Robinson takes of cut of each transaction and in return helps [...]

STAG Industrial (STAG) is a small but fast-growing industrial REIT that went public in 2011 but has existed since 2003. The company owns about 400 industrial properties which are located in 38 states and leased to over 350 tenants. The vast majority of its single-tenant properties are warehouses, distribution centers, and light manufacturing facilities.  STAG focuses on buying warehouses in secondary markets such as Spartanburg, South Carolina; Milwaukee, Wisconsin; and Charlotte, North Carolina. Secondary markets account for 51% of rental revenue.