Conagra’s stock plunge reveals deep investor doubts about the packaged food sector’s ability to navigate inflation, tariffs, and margin pressure. With volume and pricing power eroding, the industry may be facing a new, uncomfortable normal.
The latest FI Fast Break news podcast discusses another noteworthy bankruptcy filing in the restaurant sector.
In the face of inflation, the U.S. consumer has shown impressive resilience. As a result, branded food manufacturers posted strong pricing-driven profit growth in 2022, and stocks in the sector rose sharply even in a …
With price hikes easing and food company earnings strong, it appears resilient consumers aren’t going anywhere – yet.
The future of the food industry is coming into focus as artificial intelligence (AI) grows increasingly popular.
In the U.S., inflation has been running above 5% since the middle of 2021. For packaged foods players, input cost increases have been even higher. Yet, at least so far, even the companies on the …
