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23.04.26 - 18:39
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Goldman: Fast Food′s ′Bang For The Buck′ Gains As Casual Dining Appeal Craters (ZeroHedge)
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Goldman: Fast Food's 'Bang For The Buck' Gains As Casual Dining Appeal Craters
Goldman analyst Christine Cho has published her latest quarterly survey of 2,000 consumers for 1Q26, pointing to a softer restaurant environment. Muted demand backdrop suggests that the K-shaped economy continues to fester, with working-poor consumers still facing the greatest downward pressure.
Respondents expect their visits to limited-service restaurants (LSRs), restaurants where customers generally order and pay at a counter, kiosk, drive-thru, or app, such as McDonald's, Burger King, Wendy's, Chipotle, CAVA, Sweetgreen, Panera, and others, to hold steady for the next three months, while casual dining still has some room for visit growth, though at a slower pace than in prior quarters.
The respondents under most pressure to spend on food away from home were among lower-income households, with roughly half of consumers earning under $70,000 saying they plan to dine out less.
Another key takeaway is the gro...
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23.04.26 - 16:15
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EU-Vorgaben-Schock: Um Kaffee in Europa verkaufen zu dürfen, müssen Hersteller künftig Satelliten einsetzen (Apollo News)
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Um Anforderungen der EU-Entwaldungsverordnung zu erfüllen, müssen europäische Kaffeekonzerne und Rohstoffhändler auf aufwendige Satellitentechnologie zurückgreifen. Ein Paradebeispiel für die überbordende Bürokratie auf EU-Ebene, die Unternehmen die Luft zum Atmen nimmt.. --- Wie es so oft im „Brüsseler Bürokratiedschungel“ der Fall ist, sorgt jedoch auch die EUDR-Regulierung für Verwirrung und zahlreiche offene Fragen. „Schokolade und reines Kakaopulver sind beispielsweise erfasst, nicht aber der mit Kakaobutter gebackene Keks“, erklärte Thomas Uhlig, Partner bei KPMG Law..
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23.04.26 - 07:54
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Use of toxic Pfas in consumer goods must be urgently restricted, MPs say (The Guardian)
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Commons committee heard from residents of Yorkshire town with the highest levels of 'forever chemicals' in UKOn 15 January, members of the House of Commons environmental audit committee (EAC) visited Bentham, the North Yorkshire town that has the highest levels of Pfas contamination in the UK.Colloquially known as “forever chemicals”, Pfas (perfluoroalkyl and polyfluoroalkyl substances) do not naturally degrade or decompose. This persistence gives them special properties with useful applications in both industrial and consumer products. Continue reading......
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22.04.26 - 18:24
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L′Oreal überrascht mit starkem Jahresstart (DPA-AFX)
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Auf vergleichbarer Basis und bei stabilen Währungskursen kletterten die Erlöse im Jahresvergleich um 7,6 Prozent auf 12,15 Milliarden Euro, wie das Unternehmen am Mittwochabend nach Börsenschluss in Paris mitteilte. Fachleute hatten im Schnitt ein geringeres Wachstum erwartet. Das Geschäft in China belebte sich spürbar, und auch das wichtige Luxusgeschäft wuchs. Die L'Oréal-Aktie legte am Donnerstagmorgen kräftig zu..
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22.04.26 - 13:12
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World food systems ′pushed to the brink′ by extreme heat, UN warns (The Guardian)
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Severe heatwaves in commonly hot regions could leave farmers unable to work outside, with livestock mortality rates expected to riseExtreme heat is threatening the world's food systems, with farmers unable to work outside, livestock experiencing stress and crop yields falling, putting the livelihoods of more than a billion people in peril, the UN has warned.Experts said food supply in some areas was being “pushed to the brink” by increasingly common and severe heatwaves, on land and at sea, in a major report written jointly by the Food and Agriculture Organization (FAO) and the World Meteorological Organization (WMO). Continue reading......
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