Food Secure Strikers Act of 2025

The Food Secure Strikers Act of 2025 (HR2357) was introduced in the House on March 26, 2025, and subsequently referred to the House Committee on Agriculture and then to the Subcommittee on Nutrition and Foreign Agriculture on April 18, 2025. This bill seeks to amend the Food and Nutrition Act of 2008 to ensure that striking workers and their households remain eligible for the Supplemental Nutrition Assistance Program (SNAP). Current law generally prohibits SNAP participation for households with striking members unless they were eligible prior to the strike, and it prevents increased allotments due to decreased income from a strike. The bill reverses these restrictions. This bill does not authorize new funding but rather expands eligibility for an existing federal program. The mechanism is a change in federal law that would allow more individuals to qualify for SNAP benefits, thereby increasing the total pool of recipients. This expansion of eligibility would directly translate into increased demand for food and household products purchased through SNAP benefits. The financial impact would be felt by companies that sell these goods, as more consumers would have access to federal assistance for their purchases. Structural winners, should this bill pass, would be grocery retailers and consumer staples companies. These include major retailers like Walmart ($WMT), Kroger ($KR), Costco ($COST), and Target ($TGT), which sell a wide range of SNAP-eligible products. Food manufacturers such as General Mills ($GIS), Kraft Heinz ($KHC), Mondelez International ($MDLZ), and PepsiCo ($PEP) would also benefit from increased demand for their products. Companies like Sysco ($SYY) and US Foods Holding Corp. ($USFD), which primarily serve the foodservice industry, are less directly impacted by changes in retail SNAP eligibility. Recent market data shows varied performance among these companies. Over the last 7 days, Walmart ($WMT) is up +2.66%, Costco ($COST) is up +2.2%, and Target ($TGT) is up +2.89%. Kroger ($KR) is down -0.94% in the same period. Over the last 30 days, Walmart is up +2.82%, Kroger is up +2.04%, Costco is up +3.66%, and Target is up +1.54%. Food manufacturers General Mills ($GIS) is up +1.51% (7-day) but down -13.54% (30-day), Kraft Heinz ($KHC) is up +5.51% (7-day) and down -2.72% (30-day), Mondelez International ($MDLZ) is up +0.22% (7-day) and up +0.34% (30-day), and PepsiCo ($PEP) is down -0.06% (7-day) and down -2.47% (30-day). The bill is in the early stages of the legislative process, having been referred to a subcommittee. A companion bill, S1156, has been introduced in the Senate, indicating bipartisan effort on the issue. Further legislative steps include committee consideration, potential floor votes in both chambers, and ultimately, presidential assent.