Latest ideas and analyses related to food inflation

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COST , ACI , BJ , KR , WMT , DG

+31 pts



Food at Home Inflation Accelerates Further, Reaching New Highs

By josiebe on July 13, 2022, 1:10 p.m.
Tagged topics: food inflation

Views: 17, Votes: 2, Responses: 0, Attachments: 1
Global Macro

+10 pts



The surging food prices do not transmit uniformly across the CEEMEA where Czech and Russia are most exposed; on the other hand, South Africa and...

By marschenntdeb729bd97b0413b on July 8, 2022, 1:49 a.m.
Tagged topics: inflation , food inflation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Global Macro

+38 pts



Inflation Indigestion

By mooreideas on July 7, 2022, 10:52 a.m.
Tagged topics: inflation , food inflation

Views: 26, Votes: 5, Responses: 1, Attachments: 1
Food & Drinks , STRATEGY

+35 pts



Own "downstream" companies that benefit from lower food input costs

By mooreideas on June 20, 2022, 12:12 p.m.
Tagged topics: deep dive , food inflation

Views: 24, Votes: 2, Responses: 0, Attachments: 1
Agriculture , Food & Drinks

+41 pts



Food Security & Inflation: From Seeds to Stores

By mooreideas on June 14, 2022, 1:11 p.m.
Tagged topics: deep dive , food inflation

Views: 47, Votes: 5, Responses: 0, Attachments: 1
Agriculture , Food & Drinks

+12 pts



Food Security & Inflation: From Seeds to Stores

By mooreideas on June 14, 2022, 1:10 p.m.
Tagged topics: deep dive , food inflation

Views: 13, Votes: 3, Responses: 0, Attachments: 0
SPY

+10 pts



Interesting report, but I felt they missed good insights on some sectors like meat (where the conclusions didn’t feel very insightful). Sure, feed prices are...

By realmomobags on April 19, 2022, 11:02 a.m.
Tagged topics: food inflation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
SPY

+39 pts



Global Equity Strategy : Food security: higher-for-longer food prices – who is likely to benefit

By KHUN on April 19, 2022, 9:24 a.m.
Tagged topics: food inflation

Views: 44, Votes: 4, Responses: 1, Attachments: 1
BYND

+38 pts



Global Equity Strategy : Food security: higher-for-longer food prices – who is likely to benefit

By KHUN on April 19, 2022, 9:07 a.m.
Tagged topics: food inflation

Views: 34, Votes: 4, Responses: 0, Attachments: 1
WMT

+34 pts



$WMT is well positioned in the rising food inflation environment

By ethonomics on March 29, 2022, 2:44 p.m.
Tagged topics: food inflation , well positioned

Views: 91, Votes: 3, Responses: 0, Attachments: 1
TSN

+16 pts



Great to see a stock making new highs when the market is weak. I’ve been a fan of this business for a while. Importantly, other...

By realmomobags on Feb. 8, 2022, 8:07 a.m.
Tagged topics: food inflation

Views: 5, Votes: 3, Responses: 0, Attachments: 0
TSN

+42 pts



$TSN - Chicken Turnaround Gains Flight; Raising TP

By icebeara27 on Feb. 8, 2022, 2:40 a.m.
Tagged topics: food inflation

Views: 32, Votes: 4, Responses: 1, Attachments: 1
RUTH

+32 pts



$RUTH - Well-Positioned For Continued Recovery Despite Near-Term Inflation

By junkfoodlover on Dec. 9, 2021, 11:34 a.m.
Tagged topics: food inflation

Views: 49, Votes: 2, Responses: 0, Attachments: 1
BYND

+39 pts



$BYND - expectations now reset to levels that may offer revenue upside, but risks to margin from competition, inflation, & supply chains will likely limit stock

By junkfoodlover on Nov. 11, 2021, 10:22 a.m.
Tagged topics: expectations reset , growing competition , supply chain constraints , earnings miss , food inflation

Views: 169, Votes: 5, Responses: 0, Attachments: 2
US Macro

+30 pts



Food Inflation Meaningfully Strengthens in September

By phenphen on Oct. 13, 2021, 5:48 p.m.
Tagged topics: Oppenheimer , inflation fears , food inflation

Views: 38, Votes: 1, Responses: 0, Attachments: 2
CHWY

+5 pts



Yea, but would wait for a more attractive price

By beat_the_street on March 19, 2021, 8:52 p.m.
Tagged topics: eCommerce , earnings preview , Piper Sandler , strong demand , pet adoption , food inflation

Views: 4, Votes: 1, Responses: 0, Attachments: 0
CHWY

+10 pts



Posted!

By mooreideas on March 19, 2021, 2:21 p.m.
Tagged topics: eCommerce , earnings preview , Piper Sandler , strong demand , pet adoption , food inflation

Views: 9, Votes: 1, Responses: 1, Attachments: 0
CHWY

+10 pts



Preferably from JP or Barclays

By beat_the_street on March 19, 2021, 12:42 p.m.
Tagged topics: eCommerce , earnings preview , Piper Sandler , strong demand , pet adoption , food inflation

Views: 12, Votes: 1, Responses: 2, Attachments: 0
CHWY

+10 pts



Let me ask around to see if my friends might have one

By mooreideas on March 19, 2021, 12:38 p.m.
Tagged topics: eCommerce , earnings preview , Piper Sandler , strong demand , pet adoption , food inflation

Views: 10, Votes: 1, Responses: 3, Attachments: 0
CHWY

+11 pts



This comes in timely!

By beat_the_street on March 19, 2021, 12:35 p.m.
Tagged topics: eCommerce , earnings preview , Piper Sandler , strong demand , pet adoption , food inflation

Views: 6, Votes: 2, Responses: 4, Attachments: 0