Focus Archive

BJ’s Impressive Run Hits Macro and Competitive Speed Bumps

BJ’s Wholesale Club strong post IPO run is meeting headwinds, as inflation, fuel volatility, tariffs, and tougher competition from Costco, Sam’s, and Walmart pressure traffic, same store sales, and investor confidence across the retail landscape.

Premium Private Label: Friend or Foe of Today’s Emerging Brands?

Premium private label’s rise rolls on, as Walmart’s Bettergoods fuels premium tier growth and pressures stagnant brands. Emerging players with strong innovation and cultural pull can still win – even as inflation and shifting shopper behavior accelerate store brand adoption.

World Cup Soccer Fans Could Soon Spike Foodservice Traffic

World Cup crowds will drive a surge in beer and tourism spending, with host city stadium traffic in areas like New York and Kansas City spilling into nearby businesses. Foodservice experts expect 14.4 billion beers to be consumed, fueling a lucrative summer.

Cattle Futures Up in Wake of Texas Screwworm Confirmation

Cattle futures jumped as USDA confirmed a New World screwworm case in Texas, raising concerns for livestock, CPG, retail, and foodservice supply chains. Officials launched quarantines and sterile fly controls to prevent broader industry disruption.

Motor City Pizza Co. Recall Shows Supply Chain Fragility

Motor City Pizza Co.’s recall shows how an upstream ingredient issue can ripple across CPG, retail, and foodservice supply chains. A milk powder contamination risk tied to California Dairies triggered the voluntary action.

Seaweed’s Biggest Commercial Opportunity May Surprise You

Not every seaweed innovation is suited for mass adoption. Explore the top three markets where seaweed is showing the most promise in terms of cost, benefits, and scalability – and why experts believe that this hype cycle could be the one that sends it into the stratosphere.

Can Starbucks Outrun Rising QSR Competition?

Starbucks’ rebound under new CEO Brian Niccol shows stronger traffic and improved execution. However, long term risks persist as competition intensifies, margins lag inflation, and younger consumers shift beverage purchases across QSR and foodservice.

The 5 Healthiest Frozen Desserts – and 3 Tips for Developing Them

Better-for-you frozen desserts are taking off as brands develop formulations with less sugar and artificial dyes and more functional perks like protein – without throwing off taste or texture. Here are the five healthiest options compiled by FI’s resident ice cream expert in collaboration with multiple registered dietitians and one food scientist.

Modular Eating: The Latest Gen Z Food Trend

Gen Z’s “modular eating” trend is gaining momentum, as young consumers build meals from snackable, mix and match components. Driven by hybrid work, solo dining, and social media, this behavior blurs categories and rewards brands built for convenience, texture, and discoverability.

Investors Get (A Little) Concerned About Walmart

Walmart’s rare stock slide signals rising retail sector anxiety as fuel driven inflation, volatile tariffs, and shifting CPG, grocery, and foodservice dynamics pressure margins – even for the industry’s most consistent omnichannel giant – despite strong QSR share gains, ads, and AI momentum.

Private-Label Coffee: Retail’s Quiet Power Play

Private-label coffee is becoming a profit engine as retailers use premiumization, transparency, and flexible formats to meet rising consumer expectations. Retailers that elevate quality, storytelling, and assortment strategy are positioned to capture stronger loyalty and margin growth.

Can Pizza Hut’s Push into Nostalgia Boost Sales?

Pizza Hut is using nostalgic décor to revive traffic and pique curiosity, but experts say that any long-term gains will hinge on consistent food, service, and cultural relevance. The chain must be able to turn feel-good memories into repeat visits to outperform its rivals in a fiercely competitive pizza market.

Hormuz Instability Could Trigger Global Agrifood Shock

Instability at the Strait of Hormuz threatens a global agrifood shock that could quietly reshape fertilizer access, freight costs, and food production long before consumers notice. Food manufacturers, retailers, and restaurants face rising systemic risk as efficiency driven supply chains meet mounting geopolitical volatility.

Supplements Have Americans Feeling ‘Pill Fatigue’

“Pill fatigue” is rising as consumers juggle oversized supplement stacks that feel costly, confusing, and unsustainable. Experts say the near-term will favor simpler, food forward formats and consolidated nutrition that replaces sprawling pill regimens.

The Iran War is Making Packaging Pricier

Packaging costs are climbing as the Iran conflict disrupts oil, aluminum, and plastics, tightening supply chains and pressuring CPG margins. Food manufacturers face tough choices as safety rules limit material changes and volatility persists.

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Report: Better-For-You Snacks Gaining Real Traction

Snacking is booming even as Americans chase healthier eating, with taste still driving most choices as better-for-you options gain ground. SPINS data shows that emerging flavors, functional ingredients, and premium nutrition are reshaping what households buy and why.

Wellness Meets Multi-Sensory Flavor at NRA Show

Wellness and global texture play were on display at the NRA Show 2026. Many operators featured multi-sensory comfort foods. Plus, exhibitors showed how restaurants can meet demand for healthier choices while still delivering visual flair and craveable indulgence.

Celebration-Driven Restaurants Are Outperforming Industry

A select few restaurants are holding their ground in a strained consumer economy, as diners cut weekday visits but still spend on celebrations and experience-driven meals. Restaurants like Fogo de Chão are leaning into occasion-based dining to keep traffic steady, even as sentiment weakens.

Survey Indicates Retailers are Leaving $100M on the (Dinner) Table

Retailers are missing a major at home dining opportunity as Circana data shows dinner occasions with guests drive far higher spending than current strategies capture. New occasion-based insights reveal where retailers and CPGs can unlock meaningful growth by aligning merchandising, promotions and product development with how people actually eat at home.

The Uncanny Valley of Voice AI at the Drive-Thru

Though voice AI systems improve drive-thru speed and accuracy, many diners still find the experience unsettling. A concept called the ‘uncanny valley’ could offer insight into why diners say they’d rather have a human take their order – even if AI is more likely to get it right.

Farm Economy Top of Mind at BMO F2M 2026

BMO’s 2026 Global Farm to Market conference spotlighted rising fertilizer costs, protein-rich food demand, GLP-1 eating trends, and gene-edited crop innovation as food and agriculture companies navigate inflation, energy volatility, and shifting consumer expectations.

Consumer Backlash Looming as Food Prices Rise, Quality Falls

Consumers are pushing back as food prices climb and product quality slips, forcing brands to prove their value instead of relying on loyalty. Experts warn that transparency, experience and truly differentiated products matter more than ever in defending price.

Flavor Trend: Next-Gen Fusion, Health

Trends do not come from a vacuum. They are the result of larger forces at play influencing mass consumer decision-making. Two of these macro forces are powerful and deeply resonant: next-generation globally-inspired eating, and personal ...

(No) Snacks on a Plane: Delta Nixes Refreshments on Short Flights

Delta is dropping free snacks and drinks on short flights, sparking backlash from loyal customers who see the move as another cost-cutting measure. Critics warn the shift risks eroding customer trust at a moment when airlines can’t afford missteps.