The ripple effects of tariffs are biting the food industry. From cost pressures to shifting consumer habits, even insulated players are feeling the squeeze in a market that’s quietly turning recessionary.
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.
President Trump’s unprecedented use of the International Emergency Economic Powers Act to impose tariffs on Mexico, Canada, and China marks a significant shift in trade policy, potentially disrupting supply chains and increasing costs for the food industry. Industry executives must navigate these challenges by adopting strategic tariff mitigation practices.
