The Food Chain
- From spiking container costs to a European pork crisis, rural land grabs, and softening grain prices with a heatwave wild card.
- From a cold storage warehouse burning for eight days in LA, to a 75-year low in the U.S. cattle herd, a $44.8 billion condiments mega-deal to the end of a 45-year no-layoff policy in logistics & more…
- Six issues, six days — from DOJ probes and a Lineage cold storage fire to grain markets at 69-year lows, Argentina beef records, and a drinks industry rewriting its playbook in real time. Diageo Cuts Jobs, Coca-Cola Loses Its Top Executive, and the Global Value Chain Keeps Shifting…
- PLUS: Nestlé clears its last synthetic dye as prosecutors close in, Bimbo Bakeries tops Forbes' culture rankings, and Mars, Mondelēz, Campbell's and PepsiCo all made moves in the past 24 hours.
- Grain markets close lower as crude weighs on sentiment · Argentina breaks beef export records with fewer cattle · 31 global F&B companies making news today · Freight forwarders walk into a profitability trap as shipping stabilises.
- DSV becomes world's largest freight forwarder, Danone faces infant formula crisis, AB InBev posts first sales growth in three years, and food inflation is set to hit 10% by December.
- Four forces reshaping the F&B value chain — and what they mean for your business today.
- INSIDE: Global grain stocks are tightening, beef prices are up nearly 15%, packaging regulations are forcing a compliance reckoning, shoppers are trading down to private label, and cold chain operators face a FSMA 204 digital traceability deadline
- Plus: Tyson's COO walks away with $10.6M, what shoppers are really cutting back on and why fewer than half of restaurants turned a profit last year.
- INSIDE: This week's Sunday Strategy breaks down what the US-Iran deal actually means for global trade and agriculture, sector by sector.
- Everything you need to know this week across crops, protein, packaging, retail, and logistics — synthesized into five briefs so you don't have to read fifty sources.
- INSIDE: On popular demand we have included a list of industry reports that have been trending this week from farm to fork, across the entire food & beverage industry value chain.
- INSIDE: Tracking the historic U.S. protein shift, the rise of automated "one-partner" processing lines, and the operational realities of a post-Hormuz supply chain.
- INSIDE: From surging freight costs and Norway’s multi-billion dollar aquaculture pivot to the health crisis reshaping the processed meat industry, we break down the three critical market shifts and more.
- INSIDE: From the 61-year wheat low to the structural shift in grocery retail, we analyze the critical market pressures and tactical opportunities defining the global food and beverage landscape this June.
- INSIDE: Red Sea rerouting. US tariffs. AI cold chains. The $330B food logistics industry is being rebuilt in real time. Here's what every F&B professional needs to know.
- INSIDE: From multibillion-dollar M&A activity and shipping surges to critical protein trade restrictions, this week's briefing provides the intelligence required to navigate current supply chain, procurement and market risks.
- INSIDE: Massive M&A shifts in ingredients, escalating trade risks in the protein sector, and the latest WASDE report's impact on grain futures.
- INSIDE: From surging freight costs and Norway’s multi-billion dollar aquaculture pivot to the health crisis reshaping the processed meat industry, we break down the three critical market shifts and more.
- INSIDE: FAO warnings, EU meat restrictions, weakening wheat crops, and a major US seafood push reveal how quickly the global food landscape is changing.