Tag: inflation

Despite a Rough Q1, Investors Believe Fast Food Will Rebound

Despite sluggish sales and weak traffic in Q1, fast-food giants like McDonald’s and Wendy’s have seen their stocks rebound, reflecting investors’ confidence in pricing adjustments to revitalize the sector. QSRs are positioning themselves for a more efficient, profitable future.

For Kraft Heinz, This Isn’t Supposed to Happen

Kraft Heinz’s recent quarterly earnings report posted year-over-year organic volume declines of 7.1% for the period. One potential culprit: the brand’s iconic Mac & Cheese brand is among their weakest performers, per management.

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?

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.

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.

$3 Dilemma: Restaurants Fight to Stay Afloat Amid Wage Hikes

Stricter immigration policies are set to worsen labor shortages in the restaurant industry, driving wages up by as much as $3 per hour and putting financial pressure on operators, according to industry data. Many mid-tier and independent establishments could face closures as a result.

Big Food, Big Trouble: Small Brands Steal Share Amid Inflation

Major food companies are losing market share to smaller, often regional brands as consumers – especially Gen Zers – seek out more affordable options. This shift, driven by social media and changing consumer preferences, poses a significant challenge to established brands that rely on measures of success like shelf space and distribution.

Cautious Optimism Fuels Retail Boom

As traditional post-pandemic headwinds subside, retailers are ready to meet today’s savvy consumers to inspire growth. To succeed in today’s market, it’s prudent to understand how cautious optimism shapes buying habits.

Fewer Drinks, More Dessert at Home: Inflation’s Impact on Indulgence

Inflation is reshaping indulgence habits, with consumers swapping pricey restaurant desserts for store-bought or homemade options, causing a notable decline in dessert sales across dining segments. Meanwhile, alcohol consumption is shifting toward affordable options in a similar fashion.

BNPL Boom Boosting Holiday Spending

Buy-now-pay-later services are surging in popularity, with Adobe projecting $18.5 billion in holiday purchases this year. While retailers benefit from increased sales and lower fees compared to credit cards, experts warn that BNPL poses risks if not carefully regulated.

The Unstoppable Rise of Shrinkflation

Shrinkflation, the practice of reducing product sizes while maintaining prices, has become a common cost-management strategy for manufacturers amid rising costs. Experts predict the tactic is here to stay, for multiple reasons.

FI Fast Break audio news: Oct. 2, 2024

The latest Fast Break news podcast touches on PepsiCo’s acquisition of a Mexican-American brand and what that says about consumer demand.

Imports Surging Ahead of East, Gulf Port Strike Threat

Retailers have ramped up their merchandise deliveries amid a threatened strike by U.S. dockworkers that could disrupt the imminent holiday shopping season. 45,000 dockworkers are poised to walk out at 36 ports along the East and Gulf coasts following the expiration of the longshoremen’s six-year master contract, which expires on October 1.

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How Much Does Sustainability Influence Consumer Shopping Habits?

Consumers in the U.S. and Canada say that they are willing to pay more for products that practice eco-friendly sustainability and ethics in their development, packaging, and sale of products, particularly around animal cruelty and ocean pollution.

Peeling Apart the Complex History (and Future) of the Banana

A regular feature in shopping carts from coast to coast, the humble banana has long been a reliable source of nutrition, convenience, and affordability. Yet beneath its cheerful exterior lies a complex tale of botanical intrigue, economic uncertainty, and environmental peril.