How will rising food prices affect food stocks?

Hi, everyone. I have a thesis with no evidence and I’m curious what people think. I’ve watched General Mills (GIS) and Kraft (KHC) plummet for awhile now and they’re both very beaten down from some poor fundamentals but I’m curious if the oil shock and subsequent inflation is going to give them some life? I would think that rising food prices would give them some juice to bounce back in the medium term. Curious about anyone’s takes!