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17.03.26 - 14:30
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Goldman Says Food Companies Struck An "Overall Cautious Tone" On The Consumer (ZeroHedge)
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Goldman Says Food Companies Struck An "Overall Cautious Tone" On The Consumer
The latest read on the American consumer comes from Goldman analysts led by Leah Jordan, who compiled the most important commentary from food companies on consumer behavior trends in the fourth quarter. It's worth noting, however, that this snapshot predates the energy shock triggered by the U.S.-Iran conflict.
Jordan's food and retail stock coverage includes 15 companies: Albertsons Companies, Conagra Brands, Cal-Maine Foods, General Mills, Grocery Outlet, Hormel Foods, Hershey, Kraft Heinz, Kroger, Mondelez International, Once Upon a Farm, Pilgrim's Pride, Sprouts Farmers Market, Tyson Foods, and United Natural Foods.
On fourth quarter earnings results, the analyst said, "Overall, we continue to favor grocers that should benefit from ongoing consumption shifts toward fresh and private label, along with support from scale as the balance of power shifts toward retailers, highlighting Buy-rated ACI, ...
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17.03.26 - 12:42
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Modeindustrie schwächelt - Strümpfe trotzen dem Trend (DPA-AFX)
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KÖLN (dpa-AFX) - Weltweite Krisen, Lieferkettenprobleme, verunsicherte Konsumenten und eine schwache Nachfrage belasten die Modebranche. Die deutsche Bekleidungsindustrie hat 2025 weniger umgesetzt. Nach Angaben des Modeverbands GermanFashion sanken die ......
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17.03.26 - 05:30
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Milch und Käse treiben CO2-Bilanz der Ernährung nach oben (DPA-AFX)
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BERLIN (dpa-AFX) - Rund ein Viertel aller mit Konsum in Verbindung stehenden deutschen Treibhausgas-Emissionen geht einer neuen Analyse zufolge auf die Ernährung zurück. Der Konsum von Lebensmitteln in Deutschland verursache pro Jahr etwa 235 Millionen ......
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16.03.26 - 18:16
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SNAP Recipients Claim Trump Trying To "Destabilize Food Access", Sue Feds Over Junk Food Ban (ZeroHedge)
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SNAP Recipients Claim Trump Trying To "Destabilize Food Access", Sue Feds Over Junk Food Ban
The Make America Healthy Again agenda just found its first serious legal challenger. This week, five food stamp recipients filed suit in Washington, D.C., federal court demanding the right to spend taxpayer-funded SNAP benefits on candy, soda, and energy drinks.
The plaintiffs filed the lawsuit against the U.S. Department of Agriculture (USDA) over its growing list of "food restriction" waivers, which Agriculture Secretary Brooke Rollins began approving back in May 2025. Since then, 22 states have signed on, each with their own specific list of banned items — generally soda, energy drinks, candy, and pre-packaged desserts.
Both Rollins and Health and Human Services Secretary Robert F. Kennedy Jr. have championed the waivers as a concrete step toward addressing chronic disease and redirecting taxpayer money toward genuinely nutritious food.
“The Trump Administration is unif...
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