Focus Archive

Chipotle Gives Reason to React, Not Overreact

Despite Chipotle’s recent sales slump heading into 2025, investors are not worried about the future of the company. Although Chipotle stock has fallen 27% since December 6, its modest performance is peanuts compared to the fast casual sector, and its historic strength signals it can brace the bump.

Strikes Cost Food Industry $145.9 Million in 2024

Strikes cost F&B companies and employees $145.9 million in lost wages and revenue in 2024, according to a review by Noggin. Last year’s strikes were complicated by other issues like supply chain pressures as well, signaling the need for better communication among employees and management to avoid labor strife.

Investors Give Albertsons Another Chance – For Now

Following its earnings call last Tuesday, Albertsons stock finished the week up about 2.5% – but the stock took a winding road to get there. Shares originally fell nearly 8% on Tuesday, the day after the company’s fiscal fourth quarter release, before bouncing back over the next two trading sessions.

HHS Plans to Remove Synthetic Food Dyes, Industry Responds

Tuesday, the U.S. Department of Health and Human Services and the FDA took to the stage to outline a plan to phase out eight petroleum-based synthetic dyes as well as take steps to improve the American food supply. The announcement was met with a less-than-enthusiastic industry response.

Study Shows Vegan Grocery Costs Vary Widely by State

A recent study by CashNetUSA analyzed the average cost of a basket of vegan groceries purchased at Walmart stores across the U.S. Its findings revealed significant discrepancies in both the affordability and accessibility of plant-based groceries among states.

Retailers, Manufacturers Struggle to Brace for Tariffs

Despite the 90-day pause on many of the reciprocal tariffs impacting the F&B industry, retailers and manufacturers are feeling anything but calm. National Retail Federation data suggests the sector has adopted a conservative approach to the next quarter, with many retailers relying on built-up inventory.

The True Anti-Inflammation Diet, According to Research

Chronic inflammation has been associated with health issues ranging from anxiety and depression to heart disease and neurodegenerative disorders. Research reveals that the Mediterranean diet, which includes a large quantity of fruits, vegetables, whole grains, and healthy fats like fish and olive oil, shows substantial promise in lowering inflammation markers.

States Aim to Ban Soda, Candy Purchases From SNAP

Select U.S. states are considering bans on using SNAP benefits to pay for sugary snacks and sodas, causing controversial backlash between industry groups. If approved, the current administration would be the first to ban these specific foods from the program.

Zebra Striping: Gen Z’s Strategy for Moderating Alcohol Intake

Gen Z is redefining alcohol consumption with “zebra striping,” a trend where individuals alternate between alcoholic and non-alcoholic beverages during social outings, effectively halving their intake while embracing a sober-curious mindset. This shift presents unique opportunities for F&B brands to innovate.

The New Rules of Food Innovation in the Age of GLP-1

The popularity of GLP-1 medications is compelling brands to innovate with smarter portion sizes and functional ingredients. This shift represents a revolutionary convergence of biotech, nutrition science, and consumer demand, reshaping how food supports appetite management and metabolic health.

5 Foods That Can Help Increase Testosterone Levels

Recent research revealed that natural, everyday foods like pomegranates, avocados, and dark chocolate can significantly enhance testosterone levels. By addressing hormone-supportive diets and lifestyle factors, F&B industry leaders have the potential to aid male wellness.

General Mills Sounds Short-, Long-Term Alarms

General Mills faces mounting challenges such as market volatility and cautious consumer behavior, as tariff pressures also begin to weigh on its performance. It begs the question: Can legacy brands reclaim their once-unshakable dominance?

CPG Brands Eye Success by Connecting Data Sets

Consumer price sensitivities, plus tariff uncertainty, have added up to tumult for CPG brands in 2025. “Whether it’s tariffs or the tightening of consumer wallets, CPG brands are trying to figure out how to get …

Open Sesame: Tahini Latte Searches Surge 900% on Yelp

After the Maman Salted Tahini Honeycomb Latte and Edith’s Tahini Frozen Cold Brew went viral on social media, Yelp searches for tahini coffee drinks soared. While the plant-based sesame seed paste has been a staple in Middle Eastern cuisine for centuries, lately tahini has been carving out a space for itself within the coffee category.

Power Players of the Aisle: CPG’s Fastest-Growing Brands Revealed

The Circana CPG Growth Leaders report revealed how top-performing brands like Constellation Brands and Celsius energy drinks leverage innovation, personalization, and exclusive partnerships to drive consumer loyalty. The research underscores the importance of authentic connections for sustained growth.

Hot is Hot: Spicy Beverage Flavors Taking Center Stage

The spicy flavor trend is setting the F&B world ablaze, with bold innovations such as hot honey sausage for pizzas and chili-infused ice cream captivating adventurous consumers. These days, the innovation even extends into drink aisles.

Top 5 Dealbreakers for Modern Diners

The 2025 American Diner Trends Report uncovered the top dealbreakers that deter diners, such as negative word-of-mouth, health inspection warnings, and long wait times. With distinct preferences emerging among Gen Z and older cohorts, the report illustrated how restaurants can win over consumers.

Grubhub Resuscitates Seamless, Bets Big on NYC

Grubhub recently announced it is bringing Seamless back as a standalone brand specifically for the NYC community. The strategy endeavors to target the market as part of the “next chapter” in its partnership with Wonder.

For Oatly, Execution Has Been the Biggest Problem

Once valued at over $15 billion, Oatly’s market capitalization has plummeted by 98% due to poor execution in expanding production and mounting financial losses. Its sluggish growth in plant-based products makes Oatly’s future murky, according to FI’s resident stock expert.

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Policy Heats Up: Hot Foods Act Poised to Modernize SNAP

The bipartisan reintroduction of the Hot Foods Act aims to modernize SNAP policies by allowing participants to purchase hot, prepared meals. This legislative change, strongly backed by industry leaders, could open new avenues for the food sector to meet the evolving needs of over 42 million Americans.

Alt-Meat Brands Address Pain Points Through Tech Integration

Innovative brands in the alt-protein space are combining multiple technologies to create better products. By integrating methods like precision fermentation and enzymatic cross-linking, these companies are solving major pain points in taste, texture, and affordability.

Airlines Look to F&B to Up Their Customer Experience

If you’ve flown in the past few years, you’ve likely run into a poor customer experience on an airline: albeit from overworked staff trying their best, delayed and canceled flights, more turbulence, and smaller seats. …

SunnyD Highlights Castillo Hermanos’ Bold Move in Beverages

Castillo Hermanos has made a bold $1.5 billion move to acquire Harvest Hill Beverage Company, home to brands like SunnyD. While SunnyD’s surprising sales growth defies health-conscious trends, Castillo Hermanos plans to leverage evolving consumer needs and Harvest Hill’s infrastructure to unlock growth opportunities.

Cracking the Code: USDA’s Global Mission to Stabilize Egg Supply

Facing a volatile egg market, the USDA is leveraging global partnerships to stabilize U.S. supplies amid sanitation challenges, bird flu impacts, and tariff threats, with egg imports from countries like Turkey and South Korea. Complex trade opportunities remain for food industry leaders to navigate.

The Stock Market Thinks Tariffs (Mostly) Benefit Food Industry

Tariffs rattled the stock market, leading to a sharp overall decline, yet food industry stocks like McDonald’s demonstrated resilience, buoyed by their perceived safety in economic downturns. This reaction highlights the food sector’s potential advantages in navigating recessionary environments.

Tariffs and Trade Wars: How the Food Industry Can Adapt

Fresh tariff legislation is reshaping the food industry’s landscape, with skyrocketing costs and logistical hurdles threatening the flow of fresh produce across North America. To thrive in this era of uncertainty, businesses must embrace innovation, leveraging automated tools and real-time data to adapt swiftly and maintain supply chain efficiency.

Brands Tap National Burrito Day to Enhance Loyalty Programs

With food-related holidays happening almost daily, brands are capitalizing on events like National Burrito Day (April 3) to drive sales, boost loyalty program engagement, and introduce gamified promotions. Restaurants from Chipotle to Taco Bell are taking advantage, rolling out limited-time deals.