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01.09.26 - 14:57
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Restaurants Face GLP-1 Squeeze As Adopt-Or-Die Inflection Arrives (ZeroHedge)
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Restaurants Face GLP-1 Squeeze As Adopt-Or-Die Inflection Arrives
Bernstein's latest GLP-1 tracker has Eli Lilly's Mounjaro leading script growth, with downstream effects compounding pressure on the restaurant industry already facing weakening consumer confidence, as gas prices nationwide remain above a politically sensitive $4 a gallon in late summer.
Turning to UBS's latest note on the restaurant industry, Dennis Geiger, who covers U.S. restaurants and consumer discretionary names, wrote in a note on Sunday that restaurant investors are struggling to identify opportunities across the space amid sharp share-price volatility, weakening consumer confidence, growing uncertainty over the second-half outlook, and increasing GLP-1 adoption.
He points to a widening divide across the industry:
Fast casual: Cava and Chipotle remain preferred, while Wingstop is attracting interest after its selloff. Investors see the NFL season, easier comparisons, and new value promotions as potential catalys...
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01.09.26 - 12:54
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What Russia-Ukraine Black Sea Attacks Mean for Food Prices (Bloomberg)
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Almost two months of nonstop attacks by Russia and Ukraine on each other's commercial ships and ports in the Black Sea and Sea of Azov have cut into grain exports from both countries. That's sent wheat futures to the highest level in three years and threatened global food supplies....
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01.09.26 - 11:18
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From milk to sausage rolls: how vending machines could help tackle UK ′food deserts′ (The Guardian)
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Selling direct to public helps squeezed farmers control prices and improves access to food in rural areasFizzy drinks, packets of crisps and bars of chocolate: for decades, vending machines were known as a place to grab a quick snack.Now one family of farmers is trying to change that by bringing vending machines offering fresh milk and local produce – including scotch eggs, sausage rolls and brownies – to villages and other rural locations. Continue reading......
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01.09.26 - 11:12
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Shein slips on Hong Kong debut amid fast-fashion challenges (SCMP)
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Fast-fashion retailer Shein fell on its Hong Kong trading debut as the unprofitable company contends with rising competition and the loss of tax breaks in key markets.
Shares dropped 0.1 per cent from the initial public offering (IPO) price to close at HK$48.50. They earlier slumped as much as 10 per cent. The company raised HK$13.6 billion (US$1.7 billion) in its IPO, the fourth biggest in Hong Kong this year.
The sale valued Shein at about US$26 billion, compared with a peak of about US$100......
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01.09.26 - 09:18
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Shein shares slide on fast-fashion retailer′s stock market debut (The Guardian)
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Hong Kong flotation at $26bn by firm once valued at $100bn follows failure to list in US and UKShares in the fast-fashion brand Shein slumped as much as 10% as the China-founded company made its long-anticipated trading debut on the Hong Kong stock exchange.The Singapore-headquartered company, once valued at almost $100bn (£74bn), went public on Tuesday pricing shares at HK$48.56, valuing the business at just over $26bn. Continue reading......
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01.09.26 - 07:48
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Rising microplastics in soil a threat to UK food security, MPs and campaigners say (The Guardian)
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Report calls for legally binding targets to cut microplastic pollution as soil 'is a complex living ecosystem'The accumulation of microplastics in soil presents an emerging threat to the UK's food security, according to scientists, MPs and campaigners who have called for legally binding targets to cut microplastic pollution.UK agricultural soils have been identified as among the most contaminated by microplastics in Europe, often as a result of repeated applications of sludge from water treatment works as fertiliser, according to a report published by the all-party parliamentary group (APPG) on microplastics. Continue reading......
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