Big Soda spotted it first: Why ultrafiltered milk became a billion‑dollar bet
Ultrafiltered dairy offers a rare mix of growth, margin and modern wellness appeal. Where’s the category headed?
Archives for April 14, 2026
How the Iran conflict could reshape our shelves
High oil prices hit prices at gas pumps straight away. But how long will it take for food and beverage prices to rise?
Future Food Tech San Francisco
MAHA push accelerates reformulation, but leaves food industry in limbo
Companies race to meet shifting policy signals without formal rulemaking, raising concerns that costly changes could be reverse by future administrations
Functional, feel-good drinks edge out alcohol for ‘controlled indulgence’
Data from Nielsen IQ and Spate show consumers are turning to non-alcoholic beverages and those infused with THC and adaptogens to relax mindfully as they pull back on alcohol consumption
Grocery inflation eases for now, but rising energy and fertilizer prices threaten rebound
A dip in supermarket prices in March offers a brief respite, but surging fuel and fertilizer costs tied to the Iran conflict could reverse the trend
Hormuz blockade leaves food industry pricing in the dark as volatility becomes the baseline
Escalating tensions in the Strait of Hormuz are pushing up energy, freight and insurance costs – but the bigger challenge for the global food industry is managing risk in a market that is becoming increasingly unpredictable.
General Mills’ $697m Brazil hit shows how fast Big Food has changed
General Mills’ sale of its Yoki business in Brazil underscores a broader shift across the food industry as global players move away from expansion and towards tighter, margin-led portfolios
Is Big Food breaking? Why the industry is selling itself off
Investors are losing patience as volume growth stalls and food giants tear up the playbook