US Soy Crush Hits 2nd Highest March
🇺🇸NOPA U.S. crush, March 2026: ▪️226.161 mln bu of soybeans ▪️2nd highest for any month; +16% YOY ▪️Below avg trade est (229.978M) ▪️Soyoil stocks 2.039 bln lbs ▪️Below all trade estimates (avg 2.173B) ▪️Stocks at 13yr high for March https://t.co/eWZRN9BEi2
KitchenAid's New Espresso Machines Revolutionize Iced Coffee
KitchenAid has unveiled three new espresso machines, and they could be a game changer for fans of iced coffee. https://t.co/GbBzRPa9us
Grüns' DTC Surpasses AG1, Validating Omnichannel Strategy
Grüns built a successful omnichannel distribution network on the way to its acquisition by @Unilever for a reported $1.2 billion, with more than 7,000 retail doors in addition to Amazon. But its DTC site has also grown rapidly, and is about...
Live Shopping Boosts Snack Sales 30% Monthly, 2.5× Transactions
On @Whatnot, the live shopping platform, snacks and candy sales have grown ~30% m/m since last July, while transactions grew 2.5x. @garyvee sold out 1,055 units of “Heat Wave” gummies in minutes. More in the Live Shopping Update, presented by Whatnot: https://t.co/0lxFmMttn9...
Starbucks Beta App in ChatGPT Eases Drink Discovery
This is pretty slick and helpful but 1) nobody knows it's available as an app, and 2) you have to summon it within ChatGPT. Again, the friction is too much. But again, once using it, it's pretty slick and helpful...
Starbucks' ChatGPT App Suggests
So Starbucks has a new app on ChatGPT that will help you pick your drinks based on mood, weather, etc. So I started messing with it this morning and now I think the robot wants to call the authorities… https://t.co/KTdElSn26i https://t.co/IZTjtQrS0c
Food‑at‑home Inflation Set to Jump to 5‑6%
BofA sees Food at Home inflation rising from 2% as of March to 5-6% in the next 6 months https://t.co/sxDL8p533h
Whisky Distillery Uses Stored Green Power for 1200°C Steam
Heat batteries delivering up to 1,200C using off peak electricity: A Scottish whisky distillery just claimed a world first — producing high-temperature steam for distilling using stored green electricity instead of fossil fuels. https://t.co/1A1cS5hLUt
Grocery Margins at 25‑year Lows, Limiting Price Control
The theory here is that the best place to try to control household grocery costs is in lower retail markups. But grocery store margins in 2025 averaged just 2.7%, have been falling since 2022, & are close to 25-year lows....
Mondelez Beats Kraft Heinz with Snack‑Centric Growth
Kraft Heinz & Mondelez split in 2012, but their paths have totally diverged. The analysis favors Mondelez for its global snacking focus, strong growth, and clean balance sheet. A tale of two strategies. Investing
Coke Freestyle and Pepsi Spire Fell Short of Hype
Great thread on the Coke Freestyle machine. Lots of potential and hype, but I think anyone would admit it's underperformed well below their expectations. I know a number of restaurants that used and moved away. To be fair, Pepsi had a...
Eggs Hit Historic Low: Dozen Costs $1.27
Eggs more fresh lows... gotta be the cheapest in history when adjusted for wages... I got a dozen for $1.27 at Target last weekend https://t.co/6xs3B5woVQ
Moderate Coffee Intake Cuts Stress and Anxiety Risk
Scientists Identify Coffee 'Sweet Spot'–Here's How Much to Drink Each Day for Lower Risk of Stress and Anxiety https://t.co/DohCegVD51 https://t.co/N6P8qAxfr2
Robots Revolutionize Home Cooking with Automation
#Robots Take Over the Kitchen: #Automation Meets Cooking by @lukas_m_ziegler #Robotics #EmergingTech #Technology #Innovation #TechForGood https://t.co/BbBTx2uun4
Ray Dalio Helped Spawn Chicken McNuggets via Futures
Reminder that Ray Dalio is partially responsible for the creation of McDonald’s Chicken McNugget by convincing poultry farmers to buy corn and soybean futures. Here’s what he told Freakonomics podcast: https://t.co/n1aOKNNQOl
SNAP Shouldn't Fund Stores Undercutting Full-Service Retail
If NYC wants to run its own government-cheese program at its own expense, it is free to do so, but the federal government should not allow SNAP benefits to be used at a store that purposely undercuts the full-service full-product...
Yapper Beats Coffee for Morning Focus, Healthier Than Energy Drinks
A surprise use of Yapper by @theoutgoingco: It's better than coffee for morning focus. Cracked open a can this morning and completely forget to get coffee. Just another reason you should pick it up. Much better for you than energy drinks too. https://t.co/7eb5h9jV3H https://t.co/23x8e6uKLc
China’s March Soybean Imports Slump Far Below Expectations
🇨🇳China imported 4.02 million metric tons of soybeans in March, well below expectations and the month's average (both ~6 mmt). Halfway through 2025/26, total imports were a 3-yr high BUT below the 5-yr avg on minimal US arrivals. 10+ mmt per...
Refreshers Span Multiple Categories, Complicating Sales Analysis
This has been a central theme for me @Technomic all Spring as I've been updating our #restaurant and #foodservice beverage sales figures. Refreshers fall into all sorts of categories: lemonades, teas, aguas frescas, juice drinks. Hard to pinpoint exactly *what*...
Ultraprocessed Diet Turns Thighs Into Marbled Steak
Ultraprocessed foods are turning human thighs into well-marbled steaks 👨🏻⚕️Figure: Diet of woman on the left was 29.5% ultraprocessed while the diet of a woman on the right was 87.1% ultraprocessed. Radiological Society of North America https://t.co/ORFHtNnSVH https://t.co/92nR6T77Oy
UK Eateries Use Protein‑
UK slop bowl establishments have already figured out a proteinmaxxing hack that US ones really need to get wise to: edamamemaxxing
Silent Hunger Crisis Deepens Child Stunting in Philippines
We are slowly experiencing a silent pandemic. No headlines. No case counts. No lockdowns. But it is happening quietly. In every Filipino family that skipped protein this week because prices got too high. In every neighborhood restaurant that closed without announcement. In...
Crumbl's Sweet Surge Faces Economic Reality Check
I've been a fan of Crumbl; while snack concepts have generally been doing well as consumers look for affordable indulgences, at some point the economic realities catch up with them. Crumbl isn't going away but the cracks are starting to...
US Soybeans Plant Faster
🇺🇸U.S. soybeans are 6% planted, above expectations and historically quick. Corn is 5% planted, slightly ahead of last year. Winter wheat conditions dropped another point this week. https://t.co/Yy2wWIzMud
Seeking Mate Experts to Comment on Barron Trump's Drink
I’m looking to interview mate sommeliers, yerba mate historians, and yerba mate brand owners from the Southern Cone for commentary on Barron Trump launching a yerba mate canned beverage. Please get in touch with credentials today via lolaannmendez@gmail.com
China-Bound Soybean Inspections Top at 12.7M Bu
Export inspections in the week ending April 9 for shipment to China specifically (mln bu): #corn 0.0, grain sorghum 8.0, #soybeans 12.7, #wheat 0.0 #oatt
People Are Baffled by the Vague “Refresher” Label
What the damn hell is a "Refresher" anyway? They're suddenly all over the place and nobody really can definite what it is.
Hormuz Blockage Fuels Fertilizer Crisis; Policy Aid Needed
Ships still aren’t moving through the Strait of Hormuz. Fertilizer delays are forcing farmers to pay more or cut use. They need timebound, targeted help. With right policy and diplomacy, nations can still avert a global food crisis. Watch our...
Dishwasher Shortage Hits Restaurants Hard
Restaurants Are Finding It Harder Than Ever to Hire Someone to Wash the Dishes https://t.co/R6XyfN0sju
Why Fake Vegetables Should Be Made of Real Meat
I always said that instead of fake meat made out of vegetables, they should have made fake vegetables made out of real meat. They weren't thinking.
Modular Store Deploys Humanoid Robots for Service
Modular Retail Store Where Humanoid #Robots Serve Coffee, Ice Cream, and Chat with Customers via @ZappyZappy7 #AI #Robotics #Innovation #Technology https://t.co/k1WmDPiodV
From Refugee to Hot Sauce Billionaire, No Ads Needed
This guy fled Vietnam with nothing in his pockets. Today, he has become the first hot sauce billionaire of America. His company Huy Fong's Sriracha does an annual revenue of $150M without any advertisements or sales team. Here's the story:
Pentagon-Adjacent Pizzato Pizza Operating at 145% Capacity
🍕 Pizzato Pizza 2.2 mi from the Pentagon is at 145% capacity – Live pizza intel from https://t.co/Z23YL4qfIT $PPW
Certain German Foods Carry Highest Lead Risk, Study Shows
Not all foods are equal when it comes to lead exposure ⚠️ New findings from German Federal Institute for Risk Assessment highlight which ones matter most in Germany. Read the full study 👉 https://t.co/quvJDx1qlI
From Day‑One Investor to America’s Viral Food Brand
Thrilled to have our Tastemaker Capital Partners as an investor from Day 1. Everyone can see it now. But from the very beginning, it wasn’t so easy. It had Adam Goldberg, a great founder and an amazing product. But to...
Prioritize Branding and Community to Drive $60M Growth
@goodpop grew to over $60 million by prioritizing presentation, branding and community building. If increasing sales and rebranding your strategy is on your 2026 bucket list, we’d make the perfect Mocktale 🍸 #cpg #cpgfounder #websitecopywriter
Jura Launches Automatic Frother for Silky Hot‑cold Microfoam
Jura's new Automatic Milk Frother prepares silky hot and cold microfoam for espresso-based drinks, and can even make hot chocolate. https://t.co/LvPaVKMyIt
Sacramento's Best Eats: Farm‑to‑Table New American
Part of the mental reset of living in Sacramento has been realizing that it's the first city I've ever lived in where all the best restaurants are farm-to-table New American.
Potatoes Omitted From Healthy Plate Due to Sugar Risks
"The School’s Healthy Eating Plate does not include potatoes in its vegetable recommendations given their negative impact on blood sugar. Researchers at the School and elsewhere have found that diets high in potatoes and similarly rapidly digested, high-carbohydrate foods can...
Cult Brands Hold Disproportionate Value, Yet Remain Unsold
Why can't they sell the brand to someone else? Plenty of entrpreneurs/canny marketers would love to try reviving it. And it's not as though it poses a threat to the rest of your anchovy-spread-based portfolio. Or else Fortnum & Mason...
Canned Soup Spikes BPA Levels—Choose Glass or Fresh
People consuming 1 serving of canned soup over the course of 5 days saw a 1,200% increase in their urinary levels of BPA (PMID: 22110104) Ideally, use glass-contained or fresh soup https://t.co/WGNviS0f5A
Restaurant Spend Growth Slows to 1.3% in March
BofA: Restaurant y/y spend growth decelerated m/m from 3.6% in February to1.3% in March https://t.co/JgRzPmGubV
Sardinemaxxing: Nutrient‑Rich Canned Fish Trend Explained
What is “sardinemaxxing” and should you try it? These canned fish pack a nutritional punch, making them the latest food craze online. https://t.co/KHN7poPizf @Northeastern https://t.co/cfaYQE52ZI
Artificial Sweeteners Linked to Multi‑Generational Harm in Mice
The potential for artificial sweeteners to have adverse effects across generations, from a study in mice. open-access https://t.co/RDJsaQL14N
USDA Confirms 2025/26 Soybean Meal, Corn Export Deals
USDA confirms the following U.S. export sales for delivery in 2025/26: ▪️100,000 metric tons of soybean meal to Italy ▪️125,640 metric tons of corn to unknown destinations
Media Mentions Drive Food Price Volatility, Demand Transparency
Media coverage doesn’t just reflect food markets; it shapes them. Even one extra news mention can amplify price swings, fueling volatility and leading to costly policy mistakes. So it's critical to strengthen market transparency and risk communication. https://t.co/ZaleYvfJLS
Key Grocery Items See 2‑4% Price Drops
🍰Fresh cakes and cupcakes down 2.6% 🥓Bacon and related products down 2.7% 🌭Frankfurters down 3.6% 🍳Eggs down 3.4%
Wheat and Rice Prices Slip Below Pre‑War Levels
Food shock? Food crisis? Well, the price of the world’s most important staples for food security (wheat and rice) is now below pre-war levels. From Feb 27, wheat 🥖 is down ~1% while rice 🍚 is down ~2%. And yes,...
Ground Beef Prices Surge Over 20% YoY, Hitting Affordability
Ground beef prices CONTINUE TO SOAR. Prices are higher than during the pandemic and up over 20% from a year ago. AFFORDABILITY = TRUMP'S ACHILLES HEEL. https://t.co/20cGSN0AIn
Rain Eases Midwest Corn Drought, Plains Wheat Stays Parched
🇺🇸Recent ample rains have loosened drought's grip on the core U.S. Corn Belt. Only 40% of the Midwest is abnormally dry, the lowest since late August 2025. But extended dryness in the Plains has accelerated drought across hard red winter...