When Thanksgiving meets the World Cup, this year's Thanksgiving dinner may be richer than ever. Wall Street analysts also turned their attention to the company stocks behind the Thanksgiving menu.

According to the FiveThirtyEight poll, the most popular Thanksgiving dishes are gravy, ham, stuffing, mashed potatoes, sweet potatoes with marshmallows, macaroni and cheese, mung bean casseroles, pies and rolls.

Bank of America Corporation analyst released a report saying$General Mills (GIS.US)$、$The Kraft Heinz (KHC.US)$、$Tyson Foods (TSN.US)$And those who own the turkey business$Hormel Foods (HRL.US)$They are all pure Thanksgiving dinner concept stocks.

In terms of investment value, BofA analysts are bullish on Kraft Heinz, a company whose businesses include spices and sauces. Many of Kraft Heinz's products were out of stock last year and are expected to rebound strongly this year.

Bank of America Corporation said that as the Thanksgiving cost index rose 20.1 per cent to its highest level since 1986, rising food and beverage prices could prompt consumers to switch to promotional products or private-label products with reduced prices.

According to a joint investigation by Nielsen, the United States Farm Administration (AFB) and Morning Consult, Bank of America Corporation covered it.$Hormel Foods (HRL.US)$ 、$Campbell Soup (CPB.US)$、$Conagra Brands (CAG.US)$、$McCormick & Co (MKC.US)$、$Cal-Maine Foods (CALM.US)$和$The Duckhorn Portfolio (NAPA.US)$Listed as the company with the highest exposure on Thanksgiving.

The bank said that companies offering more promotional products during the holidays would benefit from the increase in promotions expected in November and December as promotions increasingly become a focus for consumers when planning holiday shopping.

The bank also pointed out that it includes Aldi, Lidl,$BJ's Wholesale Club Holdings (BJ.US)$、$Walmart (WMT.US)$和$The Kroger (KR.US)$Food retailers have launched Thanksgiving promotions, with Aldi cutting prices by 30% to 2019 levels, while Lidl offers a $30 promotion for 10 people.

In addition, because inflation in the "family food" part of the US CPI measure is higher than that in the "go out" category, some Americans may also eat out on Thanksgiving this year instead of partying at home as usual.

According to US CPI data released in September and October, the inflation rate of eating at home is higher than that of eating out in both months. Bank of America Corporation points out that the relative cost of eating out is more favorable this year, which has occurred in only four of the past 28 years.